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Strategic Investment Advisors’s Atmos Energy ATO Stock Holding History

Strategic Investment Advisors’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 		$271K Sell
1,469
-106
-7% -$18.7K 0.02% 275
2025
Q4 		$264K Sell
1,575
-1,197
-43% -$207K 0.02% 218
2025
Q3 		$473K Sell
2,772
-436
-14% -$70.4K 0.04% 176
2025
Q2 		$494K Sell
3,208
-635
-17% -$98.6K 0.05% 162
2025
Q1 		$594K Sell
3,843
-75
-2% -$10.9K 0.06% 146
2024
Q4 		$546K Buy
3,918
+593
+18% +$84.4K 0.06% 164
2024
Q3 		$461K Sell
3,325
-222
-6% -$28.5K 0.05% 183
2024
Q2 		$414K Buy
+3,547
New +$413K 0.05% 187

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

Strategic Investment Advisors's ATO Position: Q1 2026 in Review

Strategic Investment Advisors reduced its Atmos Energy (ATO) stake by 6.7% in Q1 2026, selling an estimated $18.7K and leaving 1,469 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #275.

Strategic Investment Advisors first reported a position in ATO in Q2 2024 and has held it in 8 quarters since. The position peaked at $594K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Strategic Investment Advisors held 1,469 shares of Atmos Energy worth $271K as of Q1 2026.
  • Strategic Investment Advisors sold 106 Atmos Energy shares in Q1 2026, an estimated $18.7K.
  • Atmos Energy made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #275 holding.
  • Strategic Investment Advisors first reported a position in Atmos Energy in Q2 2024 and has held it in 8 quarters since.
  • Strategic Investment Advisors's Atmos Energy position peaked at $594K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.