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Guardian Wealth Advisors (North Carolina)’s Atmos Energy ATO Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$255K Sell
1,381
-14
-1% -$2.47K 0.02% 306
2025
Q4 		$234K Hold
1,395
– – 0.01% 337
2025
Q3 		$238K Buy
1,395
+34
+2% +$5.49K 0.02% 319
2025
Q2 		$210K Buy
1,361
+6
+0.4% +$932 0.01% 324
2025
Q1 		$209K Buy
+1,355
New +$198K 0.02% 304

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

Guardian Wealth Advisors (North Carolina)'s ATO Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Atmos Energy (ATO) stake by 1% in Q1 2026, selling an estimated $2.47K and leaving 1,381 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #306.

Guardian Wealth Advisors (North Carolina) first reported a position in ATO in Q1 2025 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,381 shares of Atmos Energy worth $255K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 14 Atmos Energy shares in Q1 2026, an estimated $2.47K.
  • Atmos Energy made up 0.02% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #306 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Atmos Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.