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Sageworth Trust’s Atmos Energy ATO Stock Holding History

Sageworth Trust’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 		$550K Buy
+2,978
New +$526K 0.02% 107
2025
Q4 		– Sell
-4,812
Closed -$822K – 152
2025
Q3 		$822K Buy
+4,812
New +$777K 0.04% 119
2019
Q2 		– Sell
-194
Closed -$20K – 180
2019
Q1 		$20K Buy
+194
New +$18.9K ﹤0.01% 140

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

Sageworth Trust's ATO Position: Q1 2026 in Review

Sageworth Trust opened a new position in Atmos Energy (ATO) in Q1 2026: 2,978 shares worth $550K. The stake represents 0.02% of the portfolio and ranks #107 among its holdings. This is a return to the name: Sageworth Trust previously reported a position in ATO as recently as Q3 2025.

Sageworth Trust first reported a position in ATO in Q1 2019 and has held it in 3 quarters since. The position peaked at $822K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Sageworth Trust held 2,978 shares of Atmos Energy worth $550K as of Q1 2026.
  • Atmos Energy was a new Sageworth Trust position in Q1 2026.
  • Atmos Energy made up 0.02% of Sageworth Trust's portfolio in Q1 2026, its #107 holding.
  • Sageworth Trust first reported a position in Atmos Energy in Q1 2019 and has held it in 3 quarters since.
  • Sageworth Trust's Atmos Energy position peaked at $822K in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.