Mirabella Financial Services’s Atmos Energy ATO Stock Holding History

Mirabella Financial 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	–	Sell	-4,251	Closed	-$713K	–	915
2025 Q4	$713K	Buy	+4,251	New	+$735K	0.07%	160
2024 Q1	–	Sell	-3,956	Closed	-$459K	–	504
2023 Q4	$459K	Sell	3,956 -3,974	-50%	-$444K	0.06%	226
2023 Q3	$840K	Buy	+7,930	New	+$925K	0.12%	167
2023 Q1	–	Sell	-3,459	Closed	-$388K	–	398
2022 Q4	$388K	Buy	+3,459	New	+$380K	0.03%	225
2022 Q1	–	Sell	-9,060	Closed	-$949K	–	535
2021 Q4	$949K	Buy	+9,060	New	+$859K	0.1%	166
2021 Q3	–	Sell	-5,209	Closed	-$501K	–	430
2021 Q2	$501K	Buy	+5,209	New	+$522K	0.09%	165
2020 Q4	–	Sell	-6,545	Closed	-$626K	–	319
2020 Q3	$626K	Buy	+6,545	New	+$653K	0.09%	116

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

Mirabella Financial Services's ATO Position: Q1 2026 in Review

Mirabella Financial Services sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 4,251 shares — an estimated $713K sold.

Mirabella Financial Services first reported a position in ATO in Q3 2020 and held it in 7 quarters. The position peaked at $949K in Q4 2021. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Mirabella Financial Services reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
Mirabella Financial Services sold 4,251 Atmos Energy shares in Q1 2026, an estimated $713K.
Mirabella Financial Services first reported a position in Atmos Energy in Q3 2020 and held it in 7 quarters.
Mirabella Financial Services's Atmos Energy position peaked at $949K in Q4 2021.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Mirabella Financial Services's 13F filing for Q1 2026, filed 12 May 2026.