Red Tortoise LLC’s Atmos Energy ATO Stock Holding History

Red Tortoise LLC’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	$8.5K	Hold	46	–	–	﹤0.01%	312
2025 Q4	$7.71K	Hold	46	–	–	﹤0.01%	326
2025 Q3	$7.86K	Hold	46	–	–	﹤0.01%	322
2025 Q2	$7.09K	Hold	46	–	–	﹤0.01%	316
2025 Q1	$7.11K	Hold	46	–	–	﹤0.01%	296
2024 Q4	$6.41K	Hold	46	–	–	﹤0.01%	319
2024 Q3	$6.38K	Hold	46	–	–	﹤0.01%	327
2024 Q2	$5.37K	Hold	46	–	–	﹤0.01%	342
2024 Q1	$5.47K	Hold	46	–	–	﹤0.01%	333
2023 Q4	$5.33K	Hold	46	–	–	﹤0.01%	286
2023 Q3	$4.87K	Hold	46	–	–	﹤0.01%	284
2023 Q2	$5.35K	Hold	46	–	–	﹤0.01%	274
2023 Q1	$5.17K	Buy	46 +33	+254%	+$3.75K	﹤0.01%	262
2022 Q4	$1.46K	Buy	+13	New	+$1.43K	﹤0.01%	530

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

Red Tortoise LLC's ATO Position: Q1 2026 in Review

Red Tortoise LLC held its Atmos Energy (ATO) position steady in Q1 2026 at 46 shares worth $8.5K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Red Tortoise LLC first reported a position in ATO in Q4 2022 and has held it in 14 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Red Tortoise LLC held 46 shares of Atmos Energy worth $8.5K as of Q1 2026.
Red Tortoise LLC left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #312 holding.
Red Tortoise LLC first reported a position in Atmos Energy in Q4 2022 and has held it in 14 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.