Kestra Advisory Services
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Kestra Advisory Services’s Atmos Energy ATO Stock Holding History

Kestra Advisory Services’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 		$1.51M Buy
9,632
+2,407
+33% +$408K ﹤0.01% 1660
2026
Q2 		$1.24M Sell
7,225
-9,500
-57% -$1.7M ﹤0.01% 1673
2026
Q1 		$3.09M Buy
16,725
+10,461
+167% +$1.85M 0.01% 1040
2025
Q4 		$1.05M Buy
6,264
+213
+4% +$36.8K ﹤0.01% 1620
2025
Q3 		$1.03M Buy
6,051
+3
+0% +$484 ﹤0.01% 1568
2025
Q2 		$932K Buy
6,048
+813
+16% +$126K ﹤0.01% 1525
2025
Q1 		$809K Sell
5,235
-239
-4% -$34.9K ﹤0.01% 1517
2024
Q4 		$762K Buy
5,474
+944
+21% +$134K ﹤0.01% 1579
2024
Q3 		$628K Sell
4,530
-870
-16% -$112K ﹤0.01% 1622
2024
Q2 		$630K Sell
5,400
-181
-3% -$21.1K ﹤0.01% 1627
2024
Q1 		$663K Sell
5,581
-1,627
-23% -$187K ﹤0.01% 1485
2023
Q4 		$835K Sell
7,208
-87
-1% -$9.7K 0.01% 1219
2023
Q3 		$773K Buy
7,295
+745
+11% +$86.9K 0.01% 1125
2023
Q2 		$762K Buy
6,550
+1,592
+32% +$184K 0.01% 1105
2023
Q1 		$557K Sell
4,958
-3,248
-40% -$369K 0.01% 1222
2022
Q4 		$920K Sell
8,206
-114
-1% -$12.5K 0.01% 1093
2022
Q3 		$847K Sell
8,320
-1,719
-17% -$197K 0.01% 1048
2022
Q2 		$1.12M Buy
10,039
+4,773
+91% +$547K 0.01% 922
2022
Q1 		$629K Buy
5,266
+613
+13% +$66.9K 0.01% 1158
2021
Q4 		$487K Buy
4,653
+132
+3% +$12.5K ﹤0.01% 1336
2021
Q3 		$399K Buy
4,521
+114
+3% +$11K ﹤0.01% 1508
2021
Q2 		$424K Sell
4,407
-305
-6% -$30.6K ﹤0.01% 1366
2021
Q1 		$466K Buy
4,712
+741
+19% +$67.4K 0.01% 1228
2020
Q4 		$371K Buy
3,971
+3,921
+7,842% +$378K ﹤0.01% 1356
2020
Q3 		$288K Buy
+50
New +$4.99K 0.01% 1138

Other funds holding ATO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Kestra Advisory Services's ATO Position: Q3 2026 in Review

Kestra Advisory Services increased its Atmos Energy (ATO) stake by 33% in Q3 2026, buying an estimated $408K and bringing the position to 9,632 shares worth $1.51M. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

Kestra Advisory Services first reported a position in ATO in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.09M in Q1 2026. 544 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Kestra Advisory Services held 9,632 shares of Atmos Energy worth $1.51M as of Q3 2026.
  • Kestra Advisory Services bought 2,407 Atmos Energy shares in Q3 2026, an estimated $408K.
  • Atmos Energy made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1660 holding.
  • Kestra Advisory Services first reported a position in Atmos Energy in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's Atmos Energy position peaked at $3.09M in Q1 2026.
  • 544 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.