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ATO icon

NewEdge Advisors’s Atmos Energy ATO Stock Holding History

NewEdge 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 		$1.75M Sell
9,452
-942
-9% -$166K 0.01% 1183
2025
Q4 		$1.74M Sell
10,394
-165
-2% -$28.5K 0.01% 1147
2025
Q3 		$1.8M Buy
10,559
+648
+7% +$105K 0.01% 1074
2025
Q2 		$1.53M Buy
9,911
+96
+1% +$14.9K 0.01% 1064
2025
Q1 		$1.52M Buy
9,815
+2,703
+38% +$394K 0.01% 981
2024
Q4 		$991K Sell
7,112
-132
-2% -$18.8K 0.01% 1168
2024
Q3 		$1M Sell
7,244
-1,135
-14% -$146K 0.01% 1104
2024
Q2 		$977K Sell
8,379
-882
-10% -$103K 0.01% 1081
2024
Q1 		$1.1M Buy
9,261
+276
+3% +$31.7K 0.01% 960
2023
Q4 		$1.03M Buy
8,985
+1,865
+26% +$208K 0.01% 918
2023
Q3 		$754K Sell
7,120
-2,219
-24% -$259K 0.01% 990
2023
Q2 		$1.09M Buy
9,339
+270
+3% +$31.2K 0.01% 826
2023
Q1 		$1.03M Buy
9,069
+1,094
+14% +$124K 0.01% 772
2022
Q4 		$569K Buy
7,975
+3,578
+81% +$394K 0.02% 725
2022
Q3 		$448K Sell
4,397
-700
-14% -$80.2K 0.01% 1015
2022
Q2 		$571K Buy
+5,097
New +$584K 0.01% 925
2022
Q1 		– Sell
-5,660
Closed -$593K – 1182
2021
Q4 		$593K Buy
+5,660
New +$536K 0.01% 989
2017
Q3 		– Sell
-500
Closed -$41.7K – 415
2017
Q2 		$41.7K Buy
+500
New +$41K 0.01% 570

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

NewEdge Advisors's ATO Position: Q1 2026 in Review

NewEdge Advisors reduced its Atmos Energy (ATO) stake by 9.1% in Q1 2026, selling an estimated $166K and leaving 9,452 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #1183.

NewEdge Advisors first reported a position in ATO in Q2 2017 and has held it in 18 quarters since. The position peaked at $1.8M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • NewEdge Advisors held 9,452 shares of Atmos Energy worth $1.75M as of Q1 2026.
  • NewEdge Advisors sold 942 Atmos Energy shares in Q1 2026, an estimated $166K.
  • Atmos Energy made up 0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1183 holding.
  • NewEdge Advisors first reported a position in Atmos Energy in Q2 2017 and has held it in 18 quarters since.
  • NewEdge Advisors's Atmos Energy position peaked at $1.8M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.