IAA
ATO icon

Independent Advisor Alliance’s Atmos Energy ATO Stock Holding History

Independent Advisor Alliance’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 		$1.24M Sell
6,688
-76
-1% -$13.4K 0.01% 722
2025
Q4 		$1.13M Sell
6,764
-479
-7% -$82.8K 0.03% 435
2025
Q3 		$1.24M Buy
7,243
+11
+0.2% +$1.78K 0.03% 394
2025
Q2 		$1.11M Sell
7,232
-243
-3% -$37.7K 0.03% 391
2025
Q1 		$1.16M Sell
7,475
-588
-7% -$85.8K 0.04% 349
2024
Q4 		$1.12M Buy
8,063
+63
+0.8% +$8.96K 0.01% 700
2024
Q3 		$1.11M Sell
8,000
-117
-1% -$15K 0.04% 314
2024
Q2 		$947K Buy
8,117
+1,174
+17% +$137K 0.03% 335
2024
Q1 		$825K Buy
6,943
+1,010
+17% +$116K 0.03% 355
2023
Q4 		$688K Sell
5,933
-1,862
-24% -$208K 0.02% 371
2023
Q3 		$826K Buy
7,795
+1,136
+17% +$133K 0.04% 322
2023
Q2 		$775K Sell
6,659
-382
-5% -$44.2K 0.03% 342
2023
Q1 		$791K Buy
+7,041
New +$801K 0.04% 329
2022
Q4 		– Sell
-6,200
Closed -$631K – 439
2022
Q3 		$631K Buy
6,200
+1,811
+41% +$207K 0.04% 322
2022
Q2 		$492K Sell
4,389
-802
-15% -$91.9K 0.03% 371
2022
Q1 		$620K Buy
5,191
+2,169
+72% +$237K 0.03% 353
2021
Q4 		$317K Buy
+3,022
New +$286K 0.02% 507

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

Independent Advisor Alliance's ATO Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Atmos Energy (ATO) stake by 1.1% in Q1 2026, selling an estimated $13.4K and leaving 6,688 shares worth $1.24M. The position accounts for 0.01% of the portfolio, ranked #722.

Independent Advisor Alliance first reported a position in ATO in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.24M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Independent Advisor Alliance held 6,688 shares of Atmos Energy worth $1.24M as of Q1 2026.
  • Independent Advisor Alliance sold 76 Atmos Energy shares in Q1 2026, an estimated $13.4K.
  • Atmos Energy made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #722 holding.
  • Independent Advisor Alliance first reported a position in Atmos Energy in Q4 2021 and has held it in 17 quarters since.
  • Independent Advisor Alliance's Atmos Energy position peaked at $1.24M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.