Portfolio Design Labs’s Atmos Energy ATO Stock Holding History

Portfolio Design Labs’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	$651K	Hold	3,525	–	–	0.12%	154
2025 Q4	$591K	Hold	3,525	–	–	0.1%	153
2025 Q3	$602K	Buy	3,525 +986	+39%	+$159K	0.1%	156
2025 Q2	$391K	Sell	2,539 -4,051	-61%	-$629K	0.08%	111
2025 Q1	$1.02M	Sell	6,590 -4,697	-42%	-$685K	0.21%	92
2024 Q4	$1.57M	Sell	11,287 -443	-4%	-$63K	0.32%	97
2024 Q3	$1.63M	Sell	11,730 -10,124	-46%	-$1.3M	0.45%	81
2024 Q2	$2.55M	Buy	21,854 +706	+3%	+$82.3K	0.79%	53
2024 Q1	$2.51M	Buy	21,148 +4,097	+24%	+$470K	0.84%	46
2023 Q4	$1.98M	Buy	+17,051	New	+$1.91M	0.75%	42

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

Portfolio Design Labs's ATO Position: Q1 2026 in Review

Portfolio Design Labs held its Atmos Energy (ATO) position steady in Q1 2026 at 3,525 shares worth $651K. The position accounts for 0.12% of the portfolio, ranked #154.

Portfolio Design Labs first reported a position in ATO in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.55M in Q2 2024. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Portfolio Design Labs held 3,525 shares of Atmos Energy worth $651K as of Q1 2026.
Portfolio Design Labs left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.12% of Portfolio Design Labs's portfolio in Q1 2026, its #154 holding.
Portfolio Design Labs first reported a position in Atmos Energy in Q4 2023 and has held it in 10 quarters since.
Portfolio Design Labs's Atmos Energy position peaked at $2.55M in Q2 2024.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.