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Optimize Financial’s Atmos Energy ATO Stock Holding History

Optimize Financial’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 		$216K Sell
1,172
-365
-24% -$64.5K 0.11% 278
2025
Q4 		$258K Buy
1,537
+20
+1% +$3.46K 0.13% 300
2025
Q3 		$259K Sell
1,517
-159
-9% -$25.7K 0.13% 310
2025
Q2 		$258K Sell
1,676
-12
-0.7% -$1.86K 0.16% 174
2025
Q1 		$261K Buy
+1,688
New +$246K 0.19% 152

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

Optimize Financial's ATO Position: Q1 2026 in Review

Optimize Financial reduced its Atmos Energy (ATO) stake by 24% in Q1 2026, selling an estimated $64.5K and leaving 1,172 shares worth $216K. The position accounts for 0.11% of the portfolio, ranked #278.

Optimize Financial first reported a position in ATO in Q1 2025 and has held it in 5 quarters since. The position peaked at $261K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Optimize Financial held 1,172 shares of Atmos Energy worth $216K as of Q1 2026.
  • Optimize Financial sold 365 Atmos Energy shares in Q1 2026, an estimated $64.5K.
  • Atmos Energy made up 0.11% of Optimize Financial's portfolio in Q1 2026, its #278 holding.
  • Optimize Financial first reported a position in Atmos Energy in Q1 2025 and has held it in 5 quarters since.
  • Optimize Financial's Atmos Energy position peaked at $261K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.