Harbor Investment Advisory’s Atmos Energy ATO Stock Holding History

Harbor Investment Advisory’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	–	Sell	-86	Closed	-$14.4K	–	1239
2025 Q4	$14.4K	Hold	86	–	–	﹤0.01%	875
2025 Q3	$14.7K	Hold	86	–	–	﹤0.01%	842
2025 Q2	$13.3K	Hold	86	–	–	﹤0.01%	839
2025 Q1	$13.3K	Hold	86	–	–	﹤0.01%	818
2024 Q4	$12K	Hold	86	–	–	﹤0.01%	832
2024 Q3	$11.9K	Hold	86	–	–	﹤0.01%	837
2024 Q2	$10K	Hold	86	–	–	﹤0.01%	858
2024 Q1	$10.2K	Hold	86	–	–	﹤0.01%	853
2023 Q4	$9.97K	Hold	86	–	–	﹤0.01%	831
2023 Q3	$9.11K	Hold	86	–	–	﹤0.01%	832
2023 Q2	$10K	Hold	86	–	–	﹤0.01%	1028
2023 Q1	$9.66K	Hold	86	–	–	﹤0.01%	1035
2022 Q4	$9.64K	Hold	86	–	–	﹤0.01%	1018
2022 Q3	$9K	Hold	86	–	–	﹤0.01%	1052
2022 Q2	$10K	Hold	86	–	–	﹤0.01%	1025
2022 Q1	$10K	Hold	86	–	–	﹤0.01%	1046
2021 Q4	$9K	Sell	86 -10	-10%	-$948	﹤0.01%	1068
2021 Q3	$8K	Hold	96	–	–	﹤0.01%	1082
2021 Q2	$9K	Hold	96	–	–	﹤0.01%	1024
2021 Q1	$9K	Buy	96 +36	+60%	+$3.28K	﹤0.01%	1000
2020 Q4	$6K	Hold	60	–	–	﹤0.01%	993
2020 Q3	$6K	Buy	60 +50	+500%	+$4.99K	﹤0.01%	912
2020 Q2	$1K	Buy	+10	New	+$1.01K	﹤0.01%	1041

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Harbor Investment Advisory's ATO Position: Q1 2026 in Review

Harbor Investment Advisory sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 86 shares — an estimated $14.4K sold.

Harbor Investment Advisory first reported a position in ATO in Q2 2020 and held it in 23 quarters. The position peaked at $14.7K in Q3 2025. 1,019 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Harbor Investment Advisory reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
Harbor Investment Advisory sold 86 Atmos Energy shares in Q1 2026, an estimated $14.4K.
Harbor Investment Advisory first reported a position in Atmos Energy in Q2 2020 and held it in 23 quarters.
Harbor Investment Advisory's Atmos Energy position peaked at $14.7K in Q3 2025.
1,019 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Harbor Investment Advisory's 13F filing for Q1 2026, filed 23 Apr 2026.