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Stratos Wealth Partners’s Atmos Energy ATO Stock Holding History

Stratos Wealth Partners’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 		$7.12M Buy
38,565
+1,464
+4% +$259K 0.08% 255
2025
Q4 		$6.22M Sell
37,101
-1,319
-3% -$228K 0.07% 284
2025
Q3 		$6.56M Buy
38,420
+289
+0.8% +$46.7K 0.08% 266
2025
Q2 		$5.88M Buy
38,131
+5,133
+16% +$797K 0.08% 251
2025
Q1 		$5.1M Buy
32,998
+159
+0.5% +$23.2K 0.08% 255
2024
Q4 		$4.57M Buy
32,839
+1,129
+4% +$161K 0.06% 295
2024
Q3 		$4.4M Buy
31,710
+287
+0.9% +$36.9K 0.06% 293
2024
Q2 		$3.67M Buy
31,423
+670
+2% +$78.1K 0.06% 316
2024
Q1 		$3.66M Buy
30,753
+1,530
+5% +$175K 0.06% 304
2023
Q4 		$3.39M Buy
29,223
+476
+2% +$53.2K 0.06% 298
2023
Q3 		$3.05M Buy
28,747
+1,761
+7% +$205K 0.07% 286
2023
Q2 		$3.14M Sell
26,986
-1,502
-5% -$174K 0.07% 272
2023
Q1 		$3.2M Buy
28,488
+1,248
+5% +$142K 0.09% 230
2022
Q4 		$3.05M Sell
27,240
-1,268
-4% -$139K 0.08% 257
2022
Q3 		$2.9M Buy
28,508
+889
+3% +$102K 0.08% 240
2022
Q2 		$3.1M Buy
27,619
+105
+0.4% +$12K 0.08% 235
2022
Q1 		$3.29M Buy
27,514
+509
+2% +$55.6K 0.07% 252
2021
Q4 		$2.83M Buy
+27,005
New +$2.56M 0.06% 283
2018
Q2 		– Sell
-292
Closed -$25K – 1076
2018
Q1 		$25K Sell
292
-164
-36% -$13.4K ﹤0.01% 1919
2017
Q4 		$39K Buy
+456
New +$40.1K ﹤0.01% 1633

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 Partners's ATO Position: Q1 2026 in Review

Stratos Wealth Partners increased its Atmos Energy (ATO) stake by 3.9% in Q1 2026, buying an estimated $259K and bringing the position to 38,565 shares worth $7.12M. The position accounts for 0.08% of the portfolio, ranked #255.

Stratos Wealth Partners first reported a position in ATO in Q4 2017 and has held it in 20 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Stratos Wealth Partners held 38,565 shares of Atmos Energy worth $7.12M as of Q1 2026.
  • Stratos Wealth Partners bought 1,464 Atmos Energy shares in Q1 2026, an estimated $259K.
  • Atmos Energy made up 0.08% of Stratos Wealth Partners's portfolio in Q1 2026, its #255 holding.
  • Stratos Wealth Partners first reported a position in Atmos Energy in Q4 2017 and has held it in 20 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

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