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Laurel Wealth Advisors (North Carolina)’s Atmos Energy ATO Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-632
Closed -$106K – 228
2025
Q4 		$106K Buy
+632
New +$109K 0.01% 246
2025
Q2 		– Sell
-770
Closed -$119K – 229
2025
Q1 		$119K Hold
770
– – 0.02% 219
2024
Q4 		$107K Hold
770
– – 0.02% 224
2024
Q3 		$107K Hold
770
– – 0.02% 228
2024
Q2 		$89.8K Sell
770
-65
-8% -$7.58K 0.02% 238
2024
Q1 		$99.3K Hold
835
– – 0.02% 238
2023
Q4 		$96.8K Hold
835
– – 0.02% 229
2023
Q3 		$88.5K Hold
835
– – 0.02% 229
2023
Q2 		$97.1K Hold
835
– – 0.02% 229
2023
Q1 		$93.8K Hold
835
– – 0.02% 232
2022
Q4 		$93.6K Sell
835
-50
-6% -$5.5K 0.02% 211
2022
Q3 		$90K Sell
885
-30
-3% -$3.44K 0.02% 208
2022
Q2 		$103K Hold
915
– – 0.02% 201
2022
Q1 		$109K Hold
915
– – 0.02% 212
2021
Q4 		$96K Sell
915
-525
-36% -$49.8K 0.02% 217
2021
Q3 		$127K Hold
1,440
– – 0.03% 196
2021
Q2 		$138K Buy
1,440
+150
+12% +$15K 0.03% 192
2021
Q1 		$128K Sell
1,290
-75
-5% -$6.83K 0.03% 188
2020
Q4 		$130K Buy
1,365
+910
+200% +$87.8K 0.03% 177
2020
Q3 		$43K Buy
455
+355
+355% +$35.4K 0.01% 250
2020
Q2 		$10K Hold
100
– – ﹤0.01% 378
2020
Q1 		$10K Hold
100
– – ﹤0.01% 358
2019
Q4 		$11K Hold
100
– – ﹤0.01% 385
2019
Q3 		$11K Hold
100
– – ﹤0.01% 374
2019
Q2 		$11K Hold
100
– – ﹤0.01% 362
2019
Q1 		$10K Hold
100
– – ﹤0.01% 364
2018
Q4 		$9K Buy
+100
New +$9.56K ﹤0.01% 361

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

Laurel Wealth Advisors (North Carolina)'s ATO Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 632 shares — an estimated $106K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in ATO in Q4 2018 and held it in 27 quarters. The position peaked at $138K in Q2 2021. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 632 Atmos Energy shares in Q1 2026, an estimated $106K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Atmos Energy in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Atmos Energy position peaked at $138K in Q2 2021.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.