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Premier Path Wealth Partners’s Atmos Energy ATO Stock Holding History

Premier Path Wealth Partners’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 		$315K Sell
1,703
-13
-0.8% -$2.3K 0.04% 339
2025
Q4 		$288K Buy
1,716
+12
+0.7% +$2.08K 0.04% 333
2025
Q3 		$291K Sell
1,704
-46
-3% -$7.43K 0.04% 339
2025
Q2 		$270K Buy
1,750
+175
+11% +$27.2K 0.04% 341
2025
Q1 		$243K Buy
1,575
+106
+7% +$15.5K 0.04% 339
2024
Q4 		$205K Hold
1,469
– – 0.03% 363
2024
Q3 		$204K Buy
+1,469
New +$189K 0.03% 350

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

Premier Path Wealth Partners's ATO Position: Q1 2026 in Review

Premier Path Wealth Partners reduced its Atmos Energy (ATO) stake by 0.76% in Q1 2026, selling an estimated $2.3K and leaving 1,703 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #339.

Premier Path Wealth Partners first reported a position in ATO in Q3 2024 and has held it in 7 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Premier Path Wealth Partners held 1,703 shares of Atmos Energy worth $315K as of Q1 2026.
  • Premier Path Wealth Partners sold 13 Atmos Energy shares in Q1 2026, an estimated $2.3K.
  • Atmos Energy made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #339 holding.
  • Premier Path Wealth Partners first reported a position in Atmos Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.