RIA Advisory Group
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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
Q3 		– Sell
-1,211
Closed -$209K – 136
2026
Q2 		$209K Buy
1,211
+19
+2% +$3.4K 0.05% 148
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

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Nilsine Partners
Nilsine Partners Greenwood Village, Colorado $1.44B AUM 38.08% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Commonwealth of Pennsylvania Public School Employees Retirement System
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $21.9B AUM 28.42% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 1-Year Est. Return

RIA Advisory Group's ATO Position: Q3 2026 in Review

RIA Advisory Group sold out of Atmos Energy (ATO) in Q3 2026, closing a stake of 1,211 shares — an estimated $209K sold.

RIA Advisory Group first reported a position in ATO in Q1 2025 and held it in 4 quarters. The position peaked at $940K in Q1 2025. 429 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • RIA Advisory Group reported no remaining Atmos Energy position as of Q3 2026 after selling out during the quarter.
  • RIA Advisory Group sold 1,211 Atmos Energy shares in Q3 2026, an estimated $209K.
  • RIA Advisory Group first reported a position in Atmos Energy in Q1 2025 and held it in 4 quarters.
  • RIA Advisory Group's Atmos Energy position peaked at $940K in Q1 2025.
  • 429 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.