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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
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 $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

New Age Alpha Advisors's ATO Position: Q1 2026 in Review

New Age Alpha Advisors increased its Atmos Energy (ATO) stake by 306% in Q1 2026, buying an estimated $746K and bringing the position to 5,597 shares worth $1.03M. The position accounts for 0.05% of the portfolio, ranked #402.

New Age Alpha Advisors first reported a position in ATO in Q3 2024 and has held it in 7 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • New Age Alpha Advisors held 5,597 shares of Atmos Energy worth $1.03M as of Q1 2026.
  • New Age Alpha Advisors bought 4,220 Atmos Energy shares in Q1 2026, an estimated $746K.
  • Atmos Energy made up 0.05% of New Age Alpha Advisors's portfolio in Q1 2026, its #402 holding.
  • New Age Alpha Advisors first reported a position in Atmos Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.