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Phillips Financial Management’s Atmos Energy ATO Stock Holding History

Phillips Financial 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 		$2.8M Buy
15,173
+7
+0% +$1.24K 0.2% 70
2025
Q4 		$2.54M Hold
15,166
– – 0.16% 73
2025
Q3 		$2.59M Buy
15,166
+10
+0.1% +$1.61K 0.17% 72
2025
Q2 		$2.34M Buy
15,156
+17
+0.1% +$2.64K 0.17% 74
2025
Q1 		$2.34M Buy
15,139
+32
+0.2% +$4.67K 0.18% 72
2024
Q4 		$2.1M Sell
15,107
-8,983
-37% -$1.28M 0.17% 80
2024
Q3 		$3.34M Sell
24,090
-990
-4% -$127K 0.26% 63
2024
Q2 		$2.93M Buy
25,080
+20
+0.1% +$2.33K 0.24% 67
2024
Q1 		$2.98M Buy
25,060
+9
+0% +$1.03K 0.24% 69
2023
Q4 		$2.9M Sell
25,051
-2
-0% -$223 0.25% 67
2023
Q3 		$2.65M Buy
25,053
+4
+0% +$467 0.25% 68
2023
Q2 		$2.91M Buy
25,049
+7
+0% +$810 0.27% 66
2023
Q1 		$2.81M Sell
25,042
-4,699
-16% -$534K 0.27% 66
2022
Q4 		$3.33M Buy
29,741
+10
+0% +$1.1K 0.34% 60
2022
Q3 		$3.03M Buy
29,731
+11
+0% +$1.26K 0.33% 61
2022
Q2 		$3.33M Buy
29,720
+19
+0.1% +$2.18K 0.36% 55
2022
Q1 		$3.55M Hold
29,701
– – 0.34% 53
2021
Q4 		$3.11M Buy
+29,701
New +$2.82M 0.3% 54

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

Phillips Financial Management's ATO Position: Q1 2026 in Review

Phillips Financial Management increased its Atmos Energy (ATO) stake by 0.05% in Q1 2026, buying an estimated $1.24K and bringing the position to 15,173 shares worth $2.8M. The position accounts for 0.2% of the portfolio, ranked #70.

Phillips Financial Management first reported a position in ATO in Q4 2021 and has held it in 18 quarters since. The position peaked at $3.55M in Q1 2022. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Phillips Financial Management held 15,173 shares of Atmos Energy worth $2.8M as of Q1 2026.
  • Phillips Financial Management bought 7 Atmos Energy shares in Q1 2026, an estimated $1.24K.
  • Atmos Energy made up 0.2% of Phillips Financial Management's portfolio in Q1 2026, its #70 holding.
  • Phillips Financial Management first reported a position in Atmos Energy in Q4 2021 and has held it in 18 quarters since.
  • Phillips Financial Management's Atmos Energy position peaked at $3.55M in Q1 2022.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.