SWM
ATO icon

SHP Wealth Management’s Atmos Energy ATO Stock Holding History

SHP Wealth Management’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 		$36.8K Buy
199
+98
+97% +$17.3K ﹤0.01% 569
2025
Q4 		$16.9K Buy
+101
New +$17.5K ﹤0.01% 722

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's ATO Position: Q1 2026 in Review

SHP Wealth Management increased its Atmos Energy (ATO) stake by 97% in Q1 2026, buying an estimated $17.3K and bringing the position to 199 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

SHP Wealth Management first reported a position in ATO in Q4 2025 and has held it in 2 quarters since. 1,016 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • SHP Wealth Management held 199 shares of Atmos Energy worth $36.8K as of Q1 2026.
  • SHP Wealth Management bought 98 Atmos Energy shares in Q1 2026, an estimated $17.3K.
  • Atmos Energy made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #569 holding.
  • SHP Wealth Management first reported a position in Atmos Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,016 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.