Pinnacle West Asset Management’s Atmos Energy ATO Stock Holding History

Pinnacle West Asset 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	$341K	Sell	1,845 -140	-7%	-$24.7K	0.23%	91
2025 Q4	$333K	Hold	1,985	–	–	0.22%	91
2025 Q3	$339K	Buy	1,985 +10	+0.5%	+$1.61K	0.22%	90
2025 Q2	$304K	Hold	1,975	–	–	0.21%	95
2025 Q1	$305K	Hold	1,975	–	–	0.22%	95
2024 Q4	$275K	Buy	1,975 +20	+1%	+$2.85K	0.2%	98
2024 Q3	$271K	Hold	1,955	–	–	0.19%	98
2024 Q2	$228K	Buy	1,955 +70	+4%	+$8.16K	0.18%	100
2024 Q1	$224K	Buy	+1,885	New	+$216K	0.18%	100

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

Pinnacle West Asset Management's ATO Position: Q1 2026 in Review

Pinnacle West Asset Management reduced its Atmos Energy (ATO) stake by 7.1% in Q1 2026, selling an estimated $24.7K and leaving 1,845 shares worth $341K. The position accounts for 0.23% of the portfolio, ranked #91.

Pinnacle West Asset Management first reported a position in ATO in Q1 2024 and has held it in 9 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Pinnacle West Asset Management held 1,845 shares of Atmos Energy worth $341K as of Q1 2026.
Pinnacle West Asset Management sold 140 Atmos Energy shares in Q1 2026, an estimated $24.7K.
Atmos Energy made up 0.23% of Pinnacle West Asset Management's portfolio in Q1 2026, its #91 holding.
Pinnacle West Asset Management first reported a position in Atmos Energy in Q1 2024 and has held it in 9 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Pinnacle West Asset Management's 13F filing for Q1 2026, filed 15 May 2026.