Nisa Investment Advisors
ATO icon

Nisa Investment Advisors’s Atmos Energy ATO Stock Holding History

Nisa Investment 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 		$8.26M Sell
44,711
-142
-0.3% -$25.1K 0.03% 297
2025
Q4 		$7.52M Buy
44,853
+1,333
+3% +$230K 0.02% 320
2025
Q3 		$7.43M Buy
43,520
+208
+0.5% +$33.6K 0.03% 316
2025
Q2 		$6.67M Buy
43,312
+118
+0.3% +$18.3K 0.03% 339
2025
Q1 		$6.68M Buy
43,194
+44
+0.1% +$6.42K 0.03% 343
2024
Q4 		$6.01M Buy
43,150
+340
+0.8% +$48.4K 0.02% 402
2024
Q3 		$5.94M Sell
42,810
-4,750
-10% -$610K 0.04% 395
2024
Q2 		$5.55M Sell
47,560
-280
-0.6% -$32.6K 0.03% 405
2024
Q1 		$5.69M Sell
47,840
-17,606
-27% -$2.02M 0.04% 407
2023
Q4 		$7.59M Buy
65,446
+5,149
+9% +$575K 0.05% 305
2023
Q3 		$6.39M Buy
60,297
+4,996
+9% +$583K 0.05% 334
2023
Q2 		$6.43M Buy
55,301
+10,455
+23% +$1.21M 0.05% 361
2023
Q1 		$5.04M Buy
44,846
+1,557
+4% +$177K 0.04% 419
2022
Q4 		$4.85M Sell
43,289
-2,546
-6% -$280K 0.04% 442
2022
Q3 		$4.68M Buy
45,835
+2,095
+5% +$240K 0.04% 393
2022
Q2 		$4.9M Hold
43,740
– – 0.04% 374
2022
Q1 		$5.23M Buy
+43,740
New +$4.78M 0.04% 416
2021
Q4 		– Sell
-48,380
Closed -$4.27K – 2208
2021
Q3 		$4.27K Sell
48,380
-400
-0.8% -$38.7K 0.03% 486
2021
Q2 		$4.69K Sell
48,780
-2,800
-5% -$281K 0.03% 462
2021
Q1 		$5.1K Sell
51,580
-760
-1% -$69.2K 0.03% 440
2020
Q4 		$5M Sell
52,340
-9,810
-16% -$946K 0.03% 446
2020
Q3 		$5.94M Sell
62,150
-10
-0% -$998 0.05% 332
2020
Q2 		$6.19M Sell
62,160
-100
-0.2% -$10.1K 0.06% 292
2020
Q1 		$6.18M Buy
62,260
+8,830
+17% +$971K 0.07% 261
2019
Q4 		$5.98M Sell
53,430
-4,045
-7% -$444K 0.05% 333
2019
Q3 		$6.55M Buy
57,475
+4,000
+7% +$437K 0.06% 304
2019
Q2 		$5.64M Buy
53,475
+1,155
+2% +$118K 0.05% 339
2019
Q1 		$5.38M Hold
52,320
– – 0.05% 344
2018
Q4 		$4.85M Sell
52,320
-150
-0.3% -$14.3K 0.05% 333
2018
Q3 		$4.93M Hold
52,470
– – 0.04% 379
2018
Q2 		$4.73M Hold
52,470
– – 0.05% 367
2018
Q1 		$4.41M Hold
52,470
– – 0.05% 377
2017
Q4 		$4.51M Hold
52,470
– – 0.05% 365
2017
Q3 		$4.4M Hold
52,470
– – 0.05% 364
2017
Q2 		$4.35M Hold
52,470
– – 0.05% 355
2017
Q1 		$4.14M Hold
52,470
– – 0.05% 372
2016
Q4 		$3.89M Hold
52,470
– – 0.05% 379
2016
Q3 		$3.91M Hold
52,470
– – 0.05% 360
2016
Q2 		$4.27M Buy
52,470
+250
+0.5% +$18.5K 0.06% 345
2016
Q1 		$3.88M Hold
52,220
– – 0.06% 350
2015
Q4 		$3.29M Hold
52,220
– – 0.05% 377
2015
Q3 		$3.04M Sell
52,220
-3,400
-6% -$187K 0.05% 400
2015
Q2 		$2.85M Hold
55,620
– – 0.04% 438
2015
Q1 		$3.08M Buy
55,620
+200
+0.4% +$11K 0.04% 429
2014
Q4 		$3.09M Hold
55,420
– – 0.04% 429
2014
Q3 		$2.64M Buy
55,420
+3,200
+6% +$160K 0.04% 468
2014
Q2 		$2.79M Hold
52,220
– – 0.04% 464
2014
Q1 		$2.46M Hold
52,220
– – 0.03% 495
2013
Q4 		$2.37M Hold
52,220
– – 0.03% 488
2013
Q3 		$2.22M Hold
52,220
– – 0.03% 496
2013
Q2 		$2.14M Buy
+52,220
New +$2.23M 0.03% 491

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
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

Nisa Investment Advisors's ATO Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Atmos Energy (ATO) stake by 0.32% in Q1 2026, selling an estimated $25.1K and leaving 44,711 shares worth $8.26M. The position accounts for 0.03% of the portfolio, ranked #297.

Nisa Investment Advisors first reported a position in ATO in Q2 2013 and has held it in 51 quarters since. 1,016 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Nisa Investment Advisors held 44,711 shares of Atmos Energy worth $8.26M as of Q1 2026.
  • Nisa Investment Advisors sold 142 Atmos Energy shares in Q1 2026, an estimated $25.1K.
  • Atmos Energy made up 0.03% of Nisa Investment Advisors's portfolio in Q1 2026, its #297 holding.
  • Nisa Investment Advisors first reported a position in Atmos Energy in Q2 2013 and has held it in 51 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.