Pathstone Holdings
ATO icon

Pathstone Holdings’s Atmos Energy ATO Stock Holding History

Pathstone Holdings’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 		$4.08M Sell
22,109
-449
-2% -$79.3K 0.02% 660
2025
Q4 		$3.78M Buy
22,558
+1,221
+6% +$211K 0.01% 679
2025
Q3 		$3.64M Sell
21,337
-478
-2% -$77.2K 0.01% 693
2025
Q2 		$3.36M Sell
21,815
-131
-0.6% -$20.3K 0.01% 715
2025
Q1 		$3.39M Sell
21,946
-167
-0.8% -$24.4K 0.01% 710
2024
Q4 		$3.08M Sell
22,113
-576
-3% -$81.9K 0.01% 754
2024
Q3 		$3.15M Buy
22,689
+1,030
+5% +$132K 0.01% 743
2024
Q2 		$2.53M Sell
21,659
-1,250
-5% -$146K 0.01% 816
2024
Q1 		$2.72M Buy
22,909
+243
+1% +$27.9K 0.01% 769
2023
Q4 		$2.63M Buy
+22,666
New +$2.53M 0.01% 644

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

Pathstone Holdings's ATO Position: Q1 2026 in Review

Pathstone Holdings reduced its Atmos Energy (ATO) stake by 2% in Q1 2026, selling an estimated $79.3K and leaving 22,109 shares worth $4.08M. The position accounts for 0.02% of the portfolio, ranked #660.

Pathstone Holdings first reported a position in ATO in Q4 2023 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Pathstone Holdings held 22,109 shares of Atmos Energy worth $4.08M as of Q1 2026.
  • Pathstone Holdings sold 449 Atmos Energy shares in Q1 2026, an estimated $79.3K.
  • Atmos Energy made up 0.02% of Pathstone Holdings's portfolio in Q1 2026, its #660 holding.
  • Pathstone Holdings first reported a position in Atmos Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.