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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
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% -$9.72K 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 		$1.13M 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

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

Kestra Advisory Services's ATO Position: Q1 2026 in Review

Kestra Advisory Services increased its Atmos Energy (ATO) stake by 167% in Q1 2026, buying an estimated $1.85M and bringing the position to 16,725 shares worth $3.09M. The position accounts for 0.01% of the portfolio, ranked #1040.

Kestra Advisory Services first reported a position in ATO in Q3 2020 and has held it in 23 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Kestra Advisory Services held 16,725 shares of Atmos Energy worth $3.09M as of Q1 2026.
  • Kestra Advisory Services bought 10,461 Atmos Energy shares in Q1 2026, an estimated $1.85M.
  • Atmos Energy made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1040 holding.
  • Kestra Advisory Services first reported a position in Atmos Energy in Q3 2020 and has held it in 23 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.