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RIA Advisory Group’s Atmos Energy ATO Stock Holding History

RIA Advisory Group’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 		$220K Buy
+1,192
New +$211K 0.05% 133
2025
Q4 		– Sell
-1,245
Closed -$213K – 146
2025
Q3 		$213K Buy
+1,245
New +$201K 0.05% 141
2025
Q2 		– Sell
-6,084
Closed -$940K – 132
2025
Q1 		$940K Buy
+6,084
New +$888K 0.31% 57

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

RIA Advisory Group's ATO Position: Q1 2026 in Review

RIA Advisory Group opened a new position in Atmos Energy (ATO) in Q1 2026: 1,192 shares worth $220K. The stake represents 0.05% of the portfolio and ranks #133 among its holdings. This is a return to the name: RIA Advisory Group previously reported a position in ATO as recently as Q3 2025.

RIA Advisory Group first reported a position in ATO in Q1 2025 and has held it in 3 quarters since. The position peaked at $940K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • RIA Advisory Group held 1,192 shares of Atmos Energy worth $220K as of Q1 2026.
  • Atmos Energy was a new RIA Advisory Group position in Q1 2026.
  • Atmos Energy made up 0.05% of RIA Advisory Group's portfolio in Q1 2026, its #133 holding.
  • RIA Advisory Group first reported a position in Atmos Energy in Q1 2025 and has held it in 3 quarters since.
  • RIA Advisory Group's Atmos Energy position peaked at $940K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.