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Kestra Private Wealth Services’s Atmos Energy ATO Stock Holding History

Kestra Private Wealth 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 		$4.68M Buy
25,319
+630
+3% +$111K 0.06% 336
2025
Q4 		$4.14M Buy
24,689
+6,491
+36% +$1.12M 0.05% 351
2025
Q3 		$3.11M Buy
18,198
+2,166
+14% +$350K 0.04% 413
2025
Q2 		$2.47M Buy
16,032
+13,057
+439% +$2.03M 0.04% 442
2025
Q1 		$460K Sell
2,975
-978
-25% -$143K 0.01% 998
2024
Q4 		$551K Buy
3,953
+1,886
+91% +$268K 0.01% 884
2024
Q3 		$287K Buy
2,067
+73
+4% +$9.38K 0.01% 1100
2024
Q2 		$233K Sell
1,994
-31
-2% -$3.61K ﹤0.01% 1159
2024
Q1 		$241K Sell
2,025
-98
-5% -$11.2K 0.01% 1104
2023
Q4 		$246K Sell
2,123
-241
-10% -$26.9K 0.01% 1033
2023
Q3 		$250K Sell
2,364
-596
-20% -$69.5K 0.01% 951
2023
Q2 		$344K Buy
2,960
+871
+42% +$101K 0.01% 770
2023
Q1 		$235K Buy
2,089
+23
+1% +$2.62K 0.01% 861
2022
Q4 		$232K Buy
+2,066
New +$227K 0.01% 749

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 Private Wealth Services's ATO Position: Q1 2026 in Review

Kestra Private Wealth Services increased its Atmos Energy (ATO) stake by 2.6% in Q1 2026, buying an estimated $111K and bringing the position to 25,319 shares worth $4.68M. The position accounts for 0.06% of the portfolio, ranked #336.

Kestra Private Wealth Services first reported a position in ATO in Q4 2022 and has held it in 14 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Kestra Private Wealth Services held 25,319 shares of Atmos Energy worth $4.68M as of Q1 2026.
  • Kestra Private Wealth Services bought 630 Atmos Energy shares in Q1 2026, an estimated $111K.
  • Atmos Energy made up 0.06% of Kestra Private Wealth Services's portfolio in Q1 2026, its #336 holding.
  • Kestra Private Wealth Services first reported a position in Atmos Energy in Q4 2022 and has held it in 14 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.