Pin Oak Investment Advisors’s Atmos Energy ATO Stock Holding History

Pin Oak Investment 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	$28K	Sell	149 -61	-29%	-$10.8K	0.02%	265
2025 Q4	$36K	Hold	210	–	–	0.03%	246
2025 Q3	$35.9K	Hold	210	–	–	0.03%	237
2025 Q2	$32K	Hold	210	–	–	0.03%	232
2025 Q1	$32K	Hold	210	–	–	0.02%	224
2024 Q4	$29K	Hold	210	–	–	0.03%	234
2024 Q3	$29K	Hold	210	–	–	0.03%	234
2024 Q2	$24K	Hold	210	–	–	0.02%	238
2024 Q1	$25K	Hold	210	–	–	0.02%	242
2023 Q4	$24K	Hold	210	–	–	0.02%	241
2023 Q3	$22K	Hold	210	–	–	0.02%	238
2023 Q2	$24K	Hold	210	–	–	0.03%	229
2023 Q1	$24K	Hold	210	–	–	0.03%	215
2022 Q4	$24K	Hold	210	–	–	0.03%	203
2022 Q3	$21K	Hold	210	–	–	0.03%	210
2022 Q2	$24K	Sell	210 -180	-46%	-$20.6K	0.03%	212
2022 Q1	$47K	Buy	390 +210	+117%	+$22.9K	0.05%	158
2021 Q4	$19K	Hold	180	–	–	0.02%	260
2021 Q3	$16K	Hold	180	–	–	0.02%	266
2021 Q2	$17K	Hold	180	–	–	0.02%	255
2021 Q1	$18K	Hold	180	–	–	0.02%	258
2020 Q4	$17K	Buy	+180	New	+$17.4K	0.01%	280

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Pin Oak Investment Advisors's ATO Position: Q1 2026 in Review

Pin Oak Investment Advisors reduced its Atmos Energy (ATO) stake by 29% in Q1 2026, selling an estimated $10.8K and leaving 149 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #265.

Pin Oak Investment Advisors first reported a position in ATO in Q4 2020 and has held it in 22 quarters since. The position peaked at $47K in Q1 2022. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Pin Oak Investment Advisors held 149 shares of Atmos Energy worth $28K as of Q1 2026.
Pin Oak Investment Advisors sold 61 Atmos Energy shares in Q1 2026, an estimated $10.8K.
Atmos Energy made up 0.02% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #265 holding.
Pin Oak Investment Advisors first reported a position in Atmos Energy in Q4 2020 and has held it in 22 quarters since.
Pin Oak Investment Advisors's Atmos Energy position peaked at $47K in Q1 2022.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.