Kingsview Wealth Management’s Atmos Energy ATO Stock Holding History

Kingsview Wealth Management’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	$986K	Buy	5,336 +916	+21%	+$162K	0.01%	698
2025 Q4	$741K	Buy	4,420 +397	+10%	+$68.6K	0.01%	723
2025 Q3	$687K	Buy	4,023 +53	+1%	+$8.56K	0.01%	707
2025 Q2	$612K	Sell	3,970 -199	-5%	-$30.9K	0.01%	704
2025 Q1	$644K	Buy	4,169 +3	+0.1%	+$438	0.01%	654
2024 Q4	$580K	Buy	4,166 +2,517	+153%	+$358K	0.01%	695
2024 Q3	$229K	Sell	1,649 -79	-5%	-$10.2K	﹤0.01%	978
2024 Q2	$202K	Sell	1,728 -178	-9%	-$20.7K	﹤0.01%	990
2024 Q1	$227K	Sell	1,906 -146	-7%	-$16.7K	0.01%	922
2023 Q4	$238K	Buy	+2,052	New	+$229K	0.01%	837
2020 Q3	–	Sell	-3,672	Closed	-$366K	–	643
2020 Q2	$366K	Buy	+3,672	New	+$370K	0.04%	398

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kingsview Wealth Management's ATO Position: Q1 2026 in Review

Kingsview Wealth Management increased its Atmos Energy (ATO) stake by 21% in Q1 2026, buying an estimated $162K and bringing the position to 5,336 shares worth $986K. The position accounts for 0.01% of the portfolio, ranked #698.

Kingsview Wealth Management first reported a position in ATO in Q2 2020 and has held it in 11 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Kingsview Wealth Management held 5,336 shares of Atmos Energy worth $986K as of Q1 2026.
Kingsview Wealth Management bought 916 Atmos Energy shares in Q1 2026, an estimated $162K.
Atmos Energy made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #698 holding.
Kingsview Wealth Management first reported a position in Atmos Energy in Q2 2020 and has held it in 11 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.