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Strategy Asset Managers’s Atmos Energy ATO Stock Holding History

Strategy Asset Managers’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 		$457K Sell
2,471
-22
-0.9% -$3.89K 0.07% 165
2025
Q4 		$418K Buy
2,493
+7
+0.3% +$1.21K 0.07% 169
2025
Q3 		$424K Sell
2,486
-17
-0.7% -$2.75K 0.08% 160
2025
Q2 		$386K Sell
2,503
-10
-0.4% -$1.55K 0.07% 170
2025
Q1 		$389K Sell
2,513
-161
-6% -$23.5K 0.08% 169
2024
Q4 		$372K Sell
2,674
-2
-0.1% -$284 0.07% 170
2024
Q3 		$371K Buy
2,676
+304
+13% +$39.1K 0.07% 184
2024
Q2 		$276K Sell
2,372
-34
-1% -$3.96K 0.06% 196
2024
Q1 		$286K Buy
2,406
+46
+2% +$5.28K 0.06% 195
2023
Q4 		$274K Buy
2,360
+15
+0.6% +$1.68K 0.06% 190
2023
Q3 		$248K Sell
2,345
-27
-1% -$3.15K 0.07% 187
2023
Q2 		$276K Buy
2,372
+35
+1% +$4.05K 0.06% 196
2023
Q1 		$263K Sell
2,337
-155
-6% -$17.6K 0.06% 200
2022
Q4 		$279K Buy
2,492
+6
+0.2% +$660 0.07% 194
2022
Q3 		$253K Buy
+2,486
New +$285K 0.07% 206
2022
Q2 		– Sell
-2,514
Closed -$300K – 171
2022
Q1 		$300K Buy
+2,514
New +$275K 0.06% 202
2021
Q4 		– Sell
-2,485
Closed -$219K – 170
2021
Q3 		$219K Buy
2,485
+8
+0.3% +$774 0.05% 253
2021
Q2 		$238K Buy
2,477
+451
+22% +$45.2K 0.05% 246
2021
Q1 		$201K Buy
+2,026
New +$184K 0.05% 250

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

Strategy Asset Managers's ATO Position: Q1 2026 in Review

Strategy Asset Managers reduced its Atmos Energy (ATO) stake by 0.88% in Q1 2026, selling an estimated $3.89K and leaving 2,471 shares worth $457K. The position accounts for 0.07% of the portfolio, ranked #165.

Strategy Asset Managers first reported a position in ATO in Q1 2021 and has held it in 19 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Strategy Asset Managers held 2,471 shares of Atmos Energy worth $457K as of Q1 2026.
  • Strategy Asset Managers sold 22 Atmos Energy shares in Q1 2026, an estimated $3.89K.
  • Atmos Energy made up 0.07% of Strategy Asset Managers's portfolio in Q1 2026, its #165 holding.
  • Strategy Asset Managers first reported a position in Atmos Energy in Q1 2021 and has held it in 19 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Strategy Asset Managers's 13F filing for Q1 2026, filed 12 May 2026.