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Modern Wealth Management’s Atmos Energy ATO Stock Holding History

Modern Wealth Management’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 		$210K Sell
1,130
-162
-13% -$28.6K ﹤0.01% 831
2025
Q4 		$217K Buy
+1,292
New +$223K ﹤0.01% 791

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

Modern Wealth Management's ATO Position: Q1 2026 in Review

Modern Wealth Management reduced its Atmos Energy (ATO) stake by 13% in Q1 2026, selling an estimated $28.6K and leaving 1,130 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #831.

Modern Wealth Management first reported a position in ATO in Q4 2025 and has held it in 2 quarters since. The position peaked at $217K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Modern Wealth Management held 1,130 shares of Atmos Energy worth $210K as of Q1 2026.
  • Modern Wealth Management sold 162 Atmos Energy shares in Q1 2026, an estimated $28.6K.
  • Atmos Energy made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #831 holding.
  • Modern Wealth Management first reported a position in Atmos Energy in Q4 2025 and has held it in 2 quarters since.
  • Modern Wealth Management's Atmos Energy position peaked at $217K in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.