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Sagespring Wealth Partners’s Atmos Energy ATO Stock Holding History

Sagespring Wealth Partners’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 		$336K Sell
1,817
-478
-21% -$84.5K 0.01% 614
2025
Q4 		$385K Buy
2,295
+422
+23% +$73K 0.01% 546
2025
Q3 		$320K Sell
1,873
-159
-8% -$25.7K 0.01% 591
2025
Q2 		$313K Buy
+2,032
New +$316K 0.01% 567

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

Sagespring Wealth Partners's ATO Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Atmos Energy (ATO) stake by 21% in Q1 2026, selling an estimated $84.5K and leaving 1,817 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #614.

Sagespring Wealth Partners first reported a position in ATO in Q2 2025 and has held it in 4 quarters since. The position peaked at $385K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Sagespring Wealth Partners held 1,817 shares of Atmos Energy worth $336K as of Q1 2026.
  • Sagespring Wealth Partners sold 478 Atmos Energy shares in Q1 2026, an estimated $84.5K.
  • Atmos Energy made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #614 holding.
  • Sagespring Wealth Partners first reported a position in Atmos Energy in Q2 2025 and has held it in 4 quarters since.
  • Sagespring Wealth Partners's Atmos Energy position peaked at $385K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.