Lifeworks Advisors’s Atmos Energy ATO Stock Holding History

Lifeworks 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	$354K	Buy	+1,919	New	+$339K	0.05%	231

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

Lifeworks Advisors's ATO Position: Q1 2026 in Review

Lifeworks Advisors opened a new position in Atmos Energy (ATO) in Q1 2026: 1,919 shares worth $354K. The stake represents 0.05% of the portfolio and ranks #231 among its holdings.

1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Lifeworks Advisors held 1,919 shares of Atmos Energy worth $354K as of Q1 2026.
Atmos Energy was a new Lifeworks Advisors position in Q1 2026.
Atmos Energy made up 0.05% of Lifeworks Advisors's portfolio in Q1 2026, its #231 holding.
1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.