NAAA
ATO icon

New Age Alpha Advisors’s Atmos Energy ATO Stock Holding History

New Age Alpha 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
Q2 		$1.12M Buy
6,479
+882
+16% +$158K 0.05% 433
2026
Q1 		$1.03M Buy
5,597
+4,220
+306% +$746K 0.05% 402
2025
Q4 		$231K Sell
1,377
-1,845
-57% -$319K 0.01% 585
2025
Q3 		$550K Sell
3,222
-331
-9% -$53.4K 0.02% 484
2025
Q2 		$548K Buy
3,553
+3,459
+3,680% +$537K 0.02% 474
2025
Q1 		$14.5K Sell
94
-1,302
-93% -$190K ﹤0.01% 877
2024
Q4 		$194K Buy
1,396
+1,250
+856% +$178K 0.01% 662
2024
Q3 		$20.3K Buy
+146
New +$18.8K 0.01% 79

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

New Age Alpha Advisors's ATO Position: Q2 2026 in Review

New Age Alpha Advisors increased its Atmos Energy (ATO) stake by 16% in Q2 2026, buying an estimated $158K and bringing the position to 6,479 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #433.

New Age Alpha Advisors first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • New Age Alpha Advisors held 6,479 shares of Atmos Energy worth $1.12M as of Q2 2026.
  • New Age Alpha Advisors bought 882 Atmos Energy shares in Q2 2026, an estimated $158K.
  • Atmos Energy made up 0.05% of New Age Alpha Advisors's portfolio in Q2 2026, its #433 holding.
  • New Age Alpha Advisors first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.