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IHT Wealth Management’s Atmos Energy ATO Stock Holding History

IHT 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 		$403K Buy
2,179
+26
+1% +$4.59K 0.01% 906
2025
Q4 		$361K Buy
2,153
+51
+2% +$8.82K 0.01% 896
2025
Q3 		$359K Buy
2,102
+7
+0.3% +$1.13K 0.01% 856
2025
Q2 		$323K Sell
2,095
-30
-1% -$4.66K 0.01% 854
2025
Q1 		$329K Buy
2,125
+5
+0.2% +$729 0.01% 825
2024
Q4 		$295K Sell
2,120
-81
-4% -$11.5K 0.01% 857
2024
Q3 		$305K Buy
2,201
+39
+2% +$5.01K 0.01% 908
2024
Q2 		$252K Sell
2,162
-50
-2% -$5.83K 0.01% 858
2024
Q1 		$263K Buy
+2,212
New +$254K 0.01% 842

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

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

IHT Wealth Management increased its Atmos Energy (ATO) stake by 1.2% in Q1 2026, buying an estimated $4.59K and bringing the position to 2,179 shares worth $403K. The position accounts for 0.01% of the portfolio, ranked #906.

IHT Wealth Management first reported a position in ATO in Q1 2024 and has held it in 9 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • IHT Wealth Management held 2,179 shares of Atmos Energy worth $403K as of Q1 2026.
  • IHT Wealth Management bought 26 Atmos Energy shares in Q1 2026, an estimated $4.59K.
  • Atmos Energy made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #906 holding.
  • IHT Wealth Management first reported a position in Atmos Energy in Q1 2024 and has held it in 9 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.