GDS Wealth Management’s Atmos Energy ATO Stock Holding History

GDS Wealth Management’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	$833K	Buy	4,507 +201	+5%	+$35.5K	0.05%	96
2025 Q4	$722K	Hold	4,306	–	–	0.05%	104
2025 Q3	$735K	Hold	4,306	–	–	0.05%	101
2025 Q2	$664K	Hold	4,306	–	–	0.05%	103
2025 Q1	$666K	Hold	4,306	–	–	0.06%	95
2024 Q4	$600K	Hold	4,306	–	–	0.05%	104
2024 Q3	$597K	Hold	4,306	–	–	0.06%	88
2024 Q2	$502K	Hold	4,306	–	–	0.06%	83
2024 Q1	$512K	Hold	4,306	–	–	0.06%	88
2023 Q4	$499K	Hold	4,306	–	–	0.07%	85
2023 Q3	$456K	Buy	+4,306	New	+$502K	0.07%	77

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

GDS Wealth Management's ATO Position: Q1 2026 in Review

GDS Wealth Management increased its Atmos Energy (ATO) stake by 4.7% in Q1 2026, buying an estimated $35.5K and bringing the position to 4,507 shares worth $833K. The position accounts for 0.05% of the portfolio, ranked #96.

GDS Wealth Management first reported a position in ATO in Q3 2023 and has held it in 11 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

GDS Wealth Management held 4,507 shares of Atmos Energy worth $833K as of Q1 2026.
GDS Wealth Management bought 201 Atmos Energy shares in Q1 2026, an estimated $35.5K.
Atmos Energy made up 0.05% of GDS Wealth Management's portfolio in Q1 2026, its #96 holding.
GDS Wealth Management first reported a position in Atmos Energy in Q3 2023 and has held it in 11 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on GDS Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.