Howe & Rusling’s Atmos Energy ATO Stock Holding History

Howe & Rusling’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	$218K	Buy	+1,180	New	+$209K	0.01%	287
2021 Q3	–	Sell	-26	Closed	-$2K	–	979
2021 Q2	$2K	Buy	+26	New	+$2.61K	﹤0.01%	782
2020 Q4	–	Sell	-115	Closed	-$11K	–	928
2020 Q3	$11K	Buy	+115	New	+$11.5K	﹤0.01%	428
2020 Q2	–	Sell	-1,307	Closed	-$130K	–	799
2020 Q1	$130K	Hold	1,307	–	–	0.03%	173
2019 Q4	$146K	Hold	1,307	–	–	0.02%	206
2019 Q3	$149K	Hold	1,307	–	–	0.03%	213
2019 Q2	$138K	Hold	1,307	–	–	0.02%	217
2019 Q1	$134K	Hold	1,307	–	–	0.02%	218
2018 Q4	$121K	Hold	1,307	–	–	0.03%	191
2018 Q3	$123K	Hold	1,307	–	–	0.02%	186
2018 Q2	$118K	Sell	1,307 -6	-0.5%	-$519	0.02%	186
2018 Q1	$111K	Buy	+1,313	New	+$107K	0.02%	203
2017 Q2	–	Sell	-63	Closed	-$5K	–	951
2017 Q1	$5K	Hold	63	–	–	﹤0.01%	652
2016 Q4	$5K	Hold	63	–	–	﹤0.01%	659
2016 Q3	$5K	Buy	+63	New	+$4.85K	﹤0.01%	656

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

Howe & Rusling's ATO Position: Q1 2026 in Review

Howe & Rusling opened a new position in Atmos Energy (ATO) in Q1 2026: 1,180 shares worth $218K. The stake represents 0.01% of the portfolio and ranks #287 among its holdings. This is a return to the name: Howe & Rusling previously reported a position in ATO as recently as Q2 2021.

Howe & Rusling first reported a position in ATO in Q3 2016 and has held it in 15 quarters since. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Howe & Rusling held 1,180 shares of Atmos Energy worth $218K as of Q1 2026.
Atmos Energy was a new Howe & Rusling position in Q1 2026.
Atmos Energy made up 0.01% of Howe & Rusling's portfolio in Q1 2026, its #287 holding.
Howe & Rusling first reported a position in Atmos Energy in Q3 2016 and has held it in 15 quarters since.
1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.