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Heritage Trust’s Atmos Energy ATO Stock Holding History

Heritage Trust’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 		$206K Sell
1,114
-250
-18% -$44.2K 0.02% 302
2025
Q4 		$229K Buy
+1,364
New +$236K 0.02% 280

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

Heritage Trust's ATO Position: Q1 2026 in Review

Heritage Trust reduced its Atmos Energy (ATO) stake by 18% in Q1 2026, selling an estimated $44.2K and leaving 1,114 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #302.

Heritage Trust first reported a position in ATO in Q4 2025 and has held it in 2 quarters since. The position peaked at $229K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Heritage Trust held 1,114 shares of Atmos Energy worth $206K as of Q1 2026.
  • Heritage Trust sold 250 Atmos Energy shares in Q1 2026, an estimated $44.2K.
  • Atmos Energy made up 0.02% of Heritage Trust's portfolio in Q1 2026, its #302 holding.
  • Heritage Trust first reported a position in Atmos Energy in Q4 2025 and has held it in 2 quarters since.
  • Heritage Trust's Atmos Energy position peaked at $229K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.