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Stratos Wealth Advisors’s Atmos Energy ATO Stock Holding History

Stratos Wealth 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 		$237K Sell
1,281
-169
-12% -$29.9K 0.01% 541
2025
Q4 		$243K Sell
1,450
-142
-9% -$24.6K 0.01% 578
2025
Q3 		$272K Buy
1,592
+145
+10% +$23.4K 0.01% 574
2025
Q2 		$223K Buy
1,447
+1
+0.1% +$155 0.01% 612
2025
Q1 		$224K Buy
1,446
+2
+0.1% +$292 0.01% 606
2024
Q4 		$201K Buy
+1,444
New +$205K 0.01% 683

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

Stratos Wealth Advisors's ATO Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Atmos Energy (ATO) stake by 12% in Q1 2026, selling an estimated $29.9K and leaving 1,281 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #541.

Stratos Wealth Advisors first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. The position peaked at $272K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Stratos Wealth Advisors held 1,281 shares of Atmos Energy worth $237K as of Q1 2026.
  • Stratos Wealth Advisors sold 169 Atmos Energy shares in Q1 2026, an estimated $29.9K.
  • Atmos Energy made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #541 holding.
  • Stratos Wealth Advisors first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
  • Stratos Wealth Advisors's Atmos Energy position peaked at $272K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.