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Old Port Advisors’s Atmos Energy ATO Stock Holding History

Old Port 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 		$814K Buy
4,405
+108
+3% +$19.1K 0.19% 128
2025
Q4 		$720K Sell
4,297
-35
-0.8% -$6.05K 0.18% 133
2025
Q3 		$740K Sell
4,332
-23
-0.5% -$3.71K 0.19% 130
2025
Q2 		$671K Sell
4,355
-348
-7% -$54.1K 0.18% 135
2025
Q1 		$727K Sell
4,703
-293
-6% -$42.7K 0.22% 115
2024
Q4 		$696K Sell
4,996
-55
-1% -$7.82K 0.2% 121
2024
Q3 		$701K Sell
5,051
-104
-2% -$13.4K 0.19% 124
2024
Q2 		$601K Buy
5,155
+1
+0% +$117 0.18% 131
2024
Q1 		$613K Sell
5,154
-82
-2% -$9.4K 0.19% 129
2023
Q4 		$607K Buy
5,236
+62
+1% +$6.93K 0.2% 128
2023
Q3 		$548K Buy
+5,174
New +$604K 0.2% 129
2023
Q1 		$646K Sell
5,553
-65
-1% -$7.39K 0.23% 120
2022
Q4 		$630K Sell
5,618
-124
-2% -$13.6K 0.24% 122
2022
Q3 		$598K Sell
5,742
-100
-2% -$11.5K 0.24% 124
2022
Q2 		$646K Buy
5,842
+1
+0% +$115 0.25% 121
2022
Q1 		$709K Sell
5,841
-50
-0.8% -$5.46K 0.24% 117
2021
Q4 		$623K Sell
5,891
-100
-2% -$9.48K 0.21% 127
2021
Q3 		$540K Sell
5,991
-425
-7% -$41.1K 0.2% 132
2021
Q2 		$638K Sell
6,416
-1,100
-15% -$110K 0.23% 122
2021
Q1 		$743K Sell
7,516
-399
-5% -$36.3K 0.29% 93
2020
Q4 		$744K Sell
7,915
-280
-3% -$27K 0.32% 82
2020
Q3 		$783K Sell
8,195
-351
-4% -$35K 0.39% 73
2020
Q2 		$851K Buy
8,546
+252
+3% +$25.4K 0.45% 72
2020
Q1 		$823K Sell
8,294
-610
-7% -$67.1K 0.5% 64
2019
Q4 		$988K Sell
8,904
-828
-9% -$90.8K 0.48% 69
2019
Q3 		$1.1M Sell
9,732
-321
-3% -$35.1K 0.58% 62
2019
Q2 		$1.08M Sell
10,053
-338
-3% -$34.6K 0.55% 63
2019
Q1 		$1.07M Sell
10,391
-196
-2% -$19.1K 0.56% 65
2018
Q4 		$1.01M Buy
+10,587
New +$1.01M 0.56% 62
2018
Q2 		$1.04M Buy
+11,596
New +$1M 0.56% 60

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

Old Port Advisors's ATO Position: Q1 2026 in Review

Old Port Advisors increased its Atmos Energy (ATO) stake by 2.5% in Q1 2026, buying an estimated $19.1K and bringing the position to 4,405 shares worth $814K. The position accounts for 0.19% of the portfolio, ranked #128.

Old Port Advisors first reported a position in ATO in Q2 2018 and has held it in 30 quarters since. The position peaked at $1.1M in Q3 2019. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Old Port Advisors held 4,405 shares of Atmos Energy worth $814K as of Q1 2026.
  • Old Port Advisors bought 108 Atmos Energy shares in Q1 2026, an estimated $19.1K.
  • Atmos Energy made up 0.19% of Old Port Advisors's portfolio in Q1 2026, its #128 holding.
  • Old Port Advisors first reported a position in Atmos Energy in Q2 2018 and has held it in 30 quarters since.
  • Old Port Advisors's Atmos Energy position peaked at $1.1M in Q3 2019.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.