Steward Partners Investment Advisory’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.14M | Buy |
6,173
+20
| +0.3% | +$3.53K | 0.01% | 1094 |
|
|
2025
Q4 | $1.03M | Sell |
6,153
-253
| -4% | -$43.7K | 0.01% | 1053 |
|
|
2025
Q3 | $1.09M | Sell |
6,406
-51
| -0.8% | -$8.23K | 0.01% | 1018 |
|
|
2025
Q2 | $995K | Buy |
6,457
+374
| +6% | +$58.1K | 0.01% | 997 |
|
|
2025
Q1 | $940K | Buy |
6,083
+54
| +0.9% | +$7.88K | 0.01% | 947 |
|
|
2024
Q4 | $840K | Buy |
6,029
+681
| +13% | +$96.9K | 0.01% | 942 |
|
|
2024
Q3 | $742K | Sell |
5,348
-164
| -3% | -$21.1K | 0.01% | 958 |
|
|
2024
Q2 | $643K | Buy |
5,512
+10
| +0.2% | +$1.17K | 0.01% | 957 |
|
|
2024
Q1 | $654K | Buy |
5,502
+1,056
| +24% | +$121K | 0.01% | 951 |
|
|
2023
Q4 | $515K | Buy |
4,446
+1,118
| +34% | +$125K | 0.01% | 993 |
|
|
2023
Q3 | $353K | Buy |
3,328
+356
| +12% | +$41.5K | 0.01% | 1060 |
|
|
2023
Q2 | $346K | Sell |
2,972
-60
| -2% | -$6.94K | 0.01% | 1069 |
|
|
2023
Q1 | $341K | Buy |
3,032
+137
| +5% | +$15.6K | 0.01% | 1067 |
|
|
2022
Q4 | $324K | Sell |
2,895
-18
| -0.6% | -$1.98K | 0.01% | 1054 |
|
|
2022
Q3 | $297K | Buy |
2,913
+53
| +2% | +$6.07K | 0.01% | 1038 |
|
|
2022
Q2 | $321K | Buy |
2,860
+9
| +0.3% | +$1.03K | 0.01% | 1008 |
|
|
2022
Q1 | $341K | Buy |
2,851
+204
| +8% | +$22.3K | 0.01% | 1070 |
|
|
2021
Q4 | $277K | Buy |
2,647
+1,706
| +181% | +$162K | ﹤0.01% | 1176 |
|
|
2021
Q3 | $83K | Hold |
941
| – | – | ﹤0.01% | 1638 |
|
|
2021
Q2 | $90K | Sell |
941
-133
| -12% | -$13.3K | ﹤0.01% | 2407 |
|
|
2021
Q1 | $106K | Buy |
1,074
+324
| +43% | +$29.5K | ﹤0.01% | 1593 |
|
|
2020
Q4 | $72K | Sell |
750
-54
| -7% | -$5.21K | ﹤0.01% | 1495 |
|
|
2020
Q3 | $77K | Buy |
804
+54
| +7% | +$5.39K | ﹤0.01% | 1317 |
|
|
2020
Q2 | $75K | Hold |
750
| – | – | ﹤0.01% | 1260 |
|
|
2020
Q1 | $74K | Sell |
750
-18
| -2% | -$1.98K | ﹤0.01% | 1110 |
|
|
2019
Q4 | $85K | Hold |
768
| – | – | ﹤0.01% | 1186 |
|
|
2019
Q3 | $87K | Hold |
768
| – | – | ﹤0.01% | 1139 |
|
|
2019
Q2 | $81K | Buy |
+768
| New | +$78.6K | ﹤0.01% | 1136 |
|
|
2018
Q4 | – | Sell |
-483
| Closed | -$45K | – | 862 |
|
|
2018
Q3 | $45K | Hold |
483
| – | – | ﹤0.01% | 1231 |
|
|
2018
Q2 | $44K | Buy |
483
+15
| +3% | +$1.3K | ﹤0.01% | 1143 |
|
|
2018
Q1 | $39K | Hold |
468
| – | – | ﹤0.01% | 1084 |
|
|
2017
Q4 | $40K | Buy |
+468
| New | +$41.2K | ﹤0.01% | 899 |
|
Other funds holding ATO
VCM
VPM
Steward Partners Investment Advisory's ATO Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Atmos Energy (ATO) stake by 0.33% in Q1 2026, buying an estimated $3.53K and bringing the position to 6,173 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1094.
Steward Partners Investment Advisory first reported a position in ATO in Q4 2017 and has held it in 32 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Steward Partners Investment Advisory held 6,173 shares of Atmos Energy worth $1.14M as of Q1 2026.
- Steward Partners Investment Advisory bought 20 Atmos Energy shares in Q1 2026, an estimated $3.53K.
- Atmos Energy made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1094 holding.
- Steward Partners Investment Advisory first reported a position in Atmos Energy in Q4 2017 and has held it in 32 quarters since.
- 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.