Level Four Advisory Services’s Atmos Energy ATO Stock Holding History

Level Four 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	$437K	Buy	2,368 +278	+13%	+$49.1K	0.01%	620
2025 Q4	$350K	Sell	2,090 -262	-11%	-$45.3K	0.01%	649
2025 Q3	$402K	Buy	2,352 +15	+0.6%	+$2.42K	0.01%	614
2025 Q2	$360K	Buy	2,337 +803	+52%	+$125K	0.01%	606
2025 Q1	$237K	Buy	1,534 +29	+2%	+$4.23K	0.01%	688
2024 Q4	$210K	Buy	+1,505	New	+$214K	0.01%	710
2019 Q1	–	Sell	-4,546	Closed	-$422K	–	512
2018 Q4	$422K	Sell	4,546 -1,870	-29%	-$179K	0.05%	333
2018 Q3	$603K	Hold	6,416	–	–	0.07%	299
2018 Q2	$578K	Buy	+6,416	New	+$555K	0.04%	348

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

Level Four Advisory Services's ATO Position: Q1 2026 in Review

Level Four Advisory Services increased its Atmos Energy (ATO) stake by 13% in Q1 2026, buying an estimated $49.1K and bringing the position to 2,368 shares worth $437K. The position accounts for 0.01% of the portfolio, ranked #620.

Level Four Advisory Services first reported a position in ATO in Q2 2018 and has held it in 9 quarters since. The position peaked at $603K in Q3 2018. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Level Four Advisory Services held 2,368 shares of Atmos Energy worth $437K as of Q1 2026.
Level Four Advisory Services bought 278 Atmos Energy shares in Q1 2026, an estimated $49.1K.
Atmos Energy made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #620 holding.
Level Four Advisory Services first reported a position in Atmos Energy in Q2 2018 and has held it in 9 quarters since.
Level Four Advisory Services's Atmos Energy position peaked at $603K in Q3 2018.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.