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SageView Advisory Group’s Atmos Energy ATO Stock Holding History

SageView 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 		– Sell
-186
Closed -$31.1K – 714
2025
Q4 		$31.1K Buy
+186
New +$32.2K ﹤0.01% 1268

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

SageView Advisory Group sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 186 shares — an estimated $31.1K sold.

SageView Advisory Group first reported a position in ATO in Q4 2025 and held it in 1 quarter. The position peaked at $31.1K in Q4 2025. 1,019 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • SageView Advisory Group reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 186 Atmos Energy shares in Q1 2026, an estimated $31.1K.
  • SageView Advisory Group first reported a position in Atmos Energy in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Atmos Energy position peaked at $31.1K in Q4 2025.
  • 1,019 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.