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NewEdge Wealth’s Atmos Energy ATO Stock Holding History

NewEdge Wealth’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 		$386K Sell
2,091
-1,207
-37% -$213K ﹤0.01% 893
2025
Q4 		$553K Buy
3,298
+1,265
+62% +$219K 0.01% 803
2025
Q3 		$351K Sell
2,033
-248
-11% -$40K 0.01% 836
2025
Q2 		$371K Buy
2,281
+519
+29% +$80.6K 0.01% 778
2025
Q1 		$272K Buy
1,762
+74
+4% +$10.8K ﹤0.01% 794
2024
Q4 		$235K Sell
1,688
-130
-7% -$18.5K ﹤0.01% 840
2024
Q3 		$252K Buy
1,818
+39
+2% +$5.01K ﹤0.01% 773
2024
Q2 		$208K Sell
1,779
-123
-6% -$14.3K ﹤0.01% 724
2024
Q1 		$226K Buy
+1,902
New +$218K 0.01% 737

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 Wealth's ATO Position: Q1 2026 in Review

NewEdge Wealth reduced its Atmos Energy (ATO) stake by 37% in Q1 2026, selling an estimated $213K and leaving 2,091 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

NewEdge Wealth first reported a position in ATO in Q1 2024 and has held it in 9 quarters since. The position peaked at $553K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • NewEdge Wealth held 2,091 shares of Atmos Energy worth $386K as of Q1 2026.
  • NewEdge Wealth sold 1,207 Atmos Energy shares in Q1 2026, an estimated $213K.
  • Atmos Energy made up ﹤0.01% of NewEdge Wealth's portfolio in Q1 2026, its #893 holding.
  • NewEdge Wealth first reported a position in Atmos Energy in Q1 2024 and has held it in 9 quarters since.
  • NewEdge Wealth's Atmos Energy position peaked at $553K in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

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