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Retirement Guys Formula’s Atmos Energy ATO Stock Holding History

Retirement Guys Formula’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 		$1.3M Buy
7,038
+854
+14% +$151K 0.6% 73
2025
Q4 		$1.04M Buy
6,184
+3,177
+106% +$549K 0.47% 84
2025
Q3 		$513K Buy
+3,007
New +$485K 0.18% 116

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

Retirement Guys Formula's ATO Position: Q1 2026 in Review

Retirement Guys Formula increased its Atmos Energy (ATO) stake by 14% in Q1 2026, buying an estimated $151K and bringing the position to 7,038 shares worth $1.3M. The position accounts for 0.6% of the portfolio, ranked #73.

Retirement Guys Formula first reported a position in ATO in Q3 2025 and has held it in 3 quarters since. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Retirement Guys Formula held 7,038 shares of Atmos Energy worth $1.3M as of Q1 2026.
  • Retirement Guys Formula bought 854 Atmos Energy shares in Q1 2026, an estimated $151K.
  • Atmos Energy made up 0.6% of Retirement Guys Formula's portfolio in Q1 2026, its #73 holding.
  • Retirement Guys Formula first reported a position in Atmos Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.