Montag & Associates’s Atmos Energy ATO Stock Holding History

Montag & Associates’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	$10.6K	Sell	57 -13	-19%	-$2.3K	﹤0.01%	752
2025 Q4	$11.7K	Sell	70 -7	-9%	-$1.21K	﹤0.01%	758
2025 Q3	$13.1K	Buy	77 +16	+26%	+$2.58K	﹤0.01%	731
2025 Q2	$9.34K	Buy	61 +12	+24%	+$1.86K	﹤0.01%	753
2025 Q1	$7.58K	Hold	49	–	–	﹤0.01%	814
2024 Q4	$6.83K	Hold	49	–	–	﹤0.01%	815
2024 Q3	$6.8K	Hold	49	–	–	﹤0.01%	848
2024 Q2	$5.72K	Hold	49	–	–	﹤0.01%	816
2024 Q1	$5.83K	Hold	49	–	–	﹤0.01%	807
2023 Q4	$5.68K	Hold	49	–	–	﹤0.01%	817
2023 Q3	$5.19K	Hold	49	–	–	﹤0.01%	802
2023 Q2	$5.7K	Buy	49 +9	+23%	+$1.04K	﹤0.01%	813
2023 Q1	$4.5K	Sell	40 -53	-57%	-$6.03K	﹤0.01%	826
2022 Q4	$10.4K	Buy	+93	New	+$10.2K	﹤0.01%	731

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

Montag & Associates's ATO Position: Q1 2026 in Review

Montag & Associates reduced its Atmos Energy (ATO) stake by 19% in Q1 2026, selling an estimated $2.3K and leaving 57 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #752.

Montag & Associates first reported a position in ATO in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.1K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Montag & Associates held 57 shares of Atmos Energy worth $10.6K as of Q1 2026.
Montag & Associates sold 13 Atmos Energy shares in Q1 2026, an estimated $2.3K.
Atmos Energy made up ﹤0.01% of Montag & Associates's portfolio in Q1 2026, its #752 holding.
Montag & Associates first reported a position in Atmos Energy in Q4 2022 and has held it in 14 quarters since.
Montag & Associates's Atmos Energy position peaked at $13.1K in Q3 2025.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.