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Forvis Mazars Wealth Advisors’s Atmos Energy ATO Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$553K Sell
2,994
-57
-2% -$10.1K 0.01% 270
2025
Q4 		$511K Buy
3,051
+121
+4% +$20.9K 0.01% 279
2025
Q3 		$500K Sell
2,930
-72
-2% -$11.6K 0.01% 282
2025
Q2 		$463K Buy
3,002
+73
+2% +$11.3K 0.01% 297
2025
Q1 		$453K Buy
2,929
+67
+2% +$9.77K 0.01% 295
2024
Q4 		$399K Sell
2,862
-17
-0.6% -$2.42K 0.01% 343
2024
Q3 		$399K Buy
2,879
+14
+0.5% +$1.8K 0.01% 345
2024
Q2 		$334K Buy
2,865
+207
+8% +$24.1K 0.01% 341
2024
Q1 		$316K Hold
2,658
– – 0.01% 343
2023
Q4 		$308K Hold
2,658
– – 0.01% 333
2023
Q3 		$282K Sell
2,658
-2
-0.1% -$233 0.01% 338
2023
Q2 		$310K Hold
2,660
– – 0.01% 358
2023
Q1 		$299K Hold
2,660
– – 0.01% 335
2022
Q4 		$298K Hold
2,660
– – 0.01% 326
2022
Q3 		$271K Sell
2,660
-1
-0% -$115 0.01% 332
2022
Q2 		$298K Buy
+2,661
New +$305K 0.01% 321
2015
Q3 		– Sell
-5,009
Closed -$257K – 184
2015
Q2 		$257K Buy
5,009
+38
+0.8% +$2.04K 0.04% 152
2015
Q1 		$275K Buy
4,971
+37
+0.7% +$2.04K 0.04% 154
2014
Q4 		$275K Buy
4,934
+35
+0.7% +$1.84K 0.05% 133
2014
Q3 		$234K Buy
4,899
+35
+0.7% +$1.75K 0.04% 125
2014
Q2 		$260K Buy
4,864
+35
+0.7% +$1.77K 0.04% 121
2014
Q1 		$228K Buy
4,829
+40
+0.8% +$1.84K 0.04% 148
2013
Q4 		$218K Buy
+4,789
New +$211K 0.04% 146

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Forvis Mazars Wealth Advisors's ATO Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Atmos Energy (ATO) stake by 1.9% in Q1 2026, selling an estimated $10.1K and leaving 2,994 shares worth $553K. The position accounts for 0.01% of the portfolio, ranked #270.

Forvis Mazars Wealth Advisors first reported a position in ATO in Q4 2013 and has held it in 23 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 2,994 shares of Atmos Energy worth $553K as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 57 Atmos Energy shares in Q1 2026, an estimated $10.1K.
  • Atmos Energy made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #270 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Atmos Energy in Q4 2013 and has held it in 23 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.