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Navellier & Associates’s Atmos Energy ATO Stock Holding History

Navellier & 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 		$4.14M Sell
22,436
-878
-4% -$155K 0.43% 54
2025
Q4 		$3.91M Sell
23,314
-1,990
-8% -$344K 0.44% 58
2025
Q3 		$4.32M Buy
25,304
+448
+2% +$72.3K 0.44% 63
2025
Q2 		$3.83M Sell
24,856
-3
-0% -$466 0.47% 58
2025
Q1 		$4.01M Buy
+24,859
New +$3.63M 0.55% 48

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

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

Navellier & Associates reduced its Atmos Energy (ATO) stake by 3.8% in Q1 2026, selling an estimated $155K and leaving 22,436 shares worth $4.14M. The position accounts for 0.43% of the portfolio, ranked #54.

Navellier & Associates first reported a position in ATO in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.32M in Q3 2025. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Navellier & Associates held 22,436 shares of Atmos Energy worth $4.14M as of Q1 2026.
  • Navellier & Associates sold 878 Atmos Energy shares in Q1 2026, an estimated $155K.
  • Atmos Energy made up 0.43% of Navellier & Associates's portfolio in Q1 2026, its #54 holding.
  • Navellier & Associates first reported a position in Atmos Energy in Q1 2025 and has held it in 5 quarters since.
  • Navellier & Associates's Atmos Energy position peaked at $4.32M in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Navellier & Associates's 13F filing for Q1 2026, filed 7 May 2026.