Kovack Advisors’s Atmos Energy ATO Stock Holding History

Kovack Advisors’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	$1.56M	Sell	8,465 -209	-2%	-$36.9K	0.08%	235
2025 Q4	$1.45M	Buy	+8,674	New	+$1.5M	0.07%	270
2022 Q3	–	Sell	-6,848	Closed	-$768K	–	573
2022 Q2	$768K	Sell	6,848 -1,989	-23%	-$228K	0.1%	215
2022 Q1	$1.05M	Buy	+8,837	New	+$965K	0.11%	203
2020 Q2	–	Sell	-3,117	Closed	-$309K	–	502
2020 Q1	$309K	Buy	+3,117	New	+$343K	0.07%	281

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

Kovack Advisors's ATO Position: Q1 2026 in Review

Kovack Advisors reduced its Atmos Energy (ATO) stake by 2.4% in Q1 2026, selling an estimated $36.9K and leaving 8,465 shares worth $1.56M. The position accounts for 0.08% of the portfolio, ranked #235.

Kovack Advisors first reported a position in ATO in Q1 2020 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Kovack Advisors held 8,465 shares of Atmos Energy worth $1.56M as of Q1 2026.
Kovack Advisors sold 209 Atmos Energy shares in Q1 2026, an estimated $36.9K.
Atmos Energy made up 0.08% of Kovack Advisors's portfolio in Q1 2026, its #235 holding.
Kovack Advisors first reported a position in Atmos Energy in Q1 2020 and has held it in 5 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.