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Principal Securities’s Atmos Energy ATO Stock Holding History

Principal Securities’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 		$1.61M Buy
8,709
+2,276
+35% +$402K 0.02% 575
2025
Q4 		$1.08M Buy
6,433
+617
+11% +$107K 0.02% 676
2025
Q3 		$993K Buy
5,816
+585
+11% +$94.4K 0.02% 667
2025
Q2 		$806K Buy
5,231
+4,036
+338% +$627K 0.02% 678
2025
Q1 		$166K Hold
1,195
– – ﹤0.01% 1204
2024
Q4 		$166K Buy
1,195
+297
+33% +$42.2K ﹤0.01% 1202
2024
Q3 		$125K Buy
898
+19
+2% +$2.44K ﹤0.01% 1299
2024
Q2 		$103K Sell
879
-68
-7% -$7.92K ﹤0.01% 1317
2024
Q1 		$113K Buy
947
+22
+2% +$2.52K ﹤0.01% 1236
2023
Q4 		$107K Buy
+925
New +$103K ﹤0.01% 1168

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

Principal Securities's ATO Position: Q1 2026 in Review

Principal Securities increased its Atmos Energy (ATO) stake by 35% in Q1 2026, buying an estimated $402K and bringing the position to 8,709 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #575.

Principal Securities first reported a position in ATO in Q4 2023 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Principal Securities held 8,709 shares of Atmos Energy worth $1.61M as of Q1 2026.
  • Principal Securities bought 2,276 Atmos Energy shares in Q1 2026, an estimated $402K.
  • Atmos Energy made up 0.02% of Principal Securities's portfolio in Q1 2026, its #575 holding.
  • Principal Securities first reported a position in Atmos Energy in Q4 2023 and has held it in 10 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Principal Securities's 13F filing for Q1 2026, filed 13 May 2026.