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Mount Yale Investment Advisors’s Atmos Energy ATO Stock Holding History

Mount Yale Investment 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 		$534K Buy
+2,890
New +$511K 0.01% 697
2025
Q3 		– Sell
-27
Closed -$4.16K – 740
2025
Q2 		$4.16K Buy
+27
New +$4.19K ﹤0.01% 1255

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mount Yale Investment Advisors's ATO Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Atmos Energy (ATO) in Q1 2026: 2,890 shares worth $534K. The stake represents 0.01% of the portfolio and ranks #697 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in ATO as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in ATO in Q2 2025 and has held it in 2 quarters since. 1,016 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Mount Yale Investment Advisors held 2,890 shares of Atmos Energy worth $534K as of Q1 2026.
  • Atmos Energy was a new Mount Yale Investment Advisors position in Q1 2026.
  • Atmos Energy made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #697 holding.
  • Mount Yale Investment Advisors first reported a position in Atmos Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.