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Perigon Wealth Management’s Atmos Energy ATO Stock Holding History

Perigon Wealth Management’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 		$308K Buy
1,670
+470
+39% +$83.1K 0.01% 1007
2025
Q4 		$201K Sell
1,200
-35
-3% -$6.05K ﹤0.01% 1248
2025
Q3 		$211K Buy
+1,235
New +$199K ﹤0.01% 1139
2021
Q1 		– Sell
-554
Closed -$53K – 526
2020
Q4 		$53K Buy
+554
New +$53.4K 0.01% 729

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

Perigon Wealth Management's ATO Position: Q1 2026 in Review

Perigon Wealth Management increased its Atmos Energy (ATO) stake by 39% in Q1 2026, buying an estimated $83.1K and bringing the position to 1,670 shares worth $308K. The position accounts for 0.01% of the portfolio, ranked #1007.

Perigon Wealth Management first reported a position in ATO in Q4 2020 and has held it in 4 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Perigon Wealth Management held 1,670 shares of Atmos Energy worth $308K as of Q1 2026.
  • Perigon Wealth Management bought 470 Atmos Energy shares in Q1 2026, an estimated $83.1K.
  • Atmos Energy made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1007 holding.
  • Perigon Wealth Management first reported a position in Atmos Energy in Q4 2020 and has held it in 4 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.