James T. Borello
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James T. Borello’s Atmos Energy ATO Stock Holding History

James T. Borello’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
Q3 		$11.4K Buy
73
+2
+3% +$339 ﹤0.01% 568
2026
Q2 		$12.2K Sell
71
-19
-21% -$3.4K ﹤0.01% 541
2026
Q1 		$16.6K Buy
90
+59
+190% +$10.4K ﹤0.01% 417
2025
Q4 		$5.2K Sell
31
-4
-11% -$692 ﹤0.01% 562
2025
Q3 		$5.98K Buy
+35
New +$5.65K ﹤0.01% 407

Other funds holding ATO

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

James T. Borello's ATO Position: Q3 2026 in Review

James T. Borello increased its Atmos Energy (ATO) stake by 2.8% in Q3 2026, buying an estimated $339 and bringing the position to 73 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

James T. Borello first reported a position in ATO in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.6K in Q1 2026. 367 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • James T. Borello held 73 shares of Atmos Energy worth $11.4K as of Q3 2026.
  • James T. Borello bought 2 Atmos Energy shares in Q3 2026, an estimated $339.
  • Atmos Energy made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #568 holding.
  • James T. Borello first reported a position in Atmos Energy in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's Atmos Energy position peaked at $16.6K in Q1 2026.
  • 367 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.