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Summit Financial’s Atmos Energy ATO Stock Holding History

Summit Financial’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 		$320K Sell
1,732
-16
-0.9% -$2.83K ﹤0.01% 1163
2025
Q4 		$293K Sell
1,748
-306
-15% -$52.9K ﹤0.01% 1094
2025
Q3 		$351K Buy
2,054
+22
+1% +$3.55K 0.01% 1013
2025
Q2 		$313K Buy
2,032
+93
+5% +$14.4K 0.01% 672
2025
Q1 		$300K Buy
1,939
+339
+21% +$49.5K 0.01% 609
2024
Q4 		$223K Buy
+1,600
New +$228K 0.01% 601

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

Summit Financial's ATO Position: Q1 2026 in Review

Summit Financial reduced its Atmos Energy (ATO) stake by 0.92% in Q1 2026, selling an estimated $2.83K and leaving 1,732 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Summit Financial first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. The position peaked at $351K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Summit Financial held 1,732 shares of Atmos Energy worth $320K as of Q1 2026.
  • Summit Financial sold 16 Atmos Energy shares in Q1 2026, an estimated $2.83K.
  • Atmos Energy made up ﹤0.01% of Summit Financial's portfolio in Q1 2026, its #1163 holding.
  • Summit Financial first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
  • Summit Financial's Atmos Energy position peaked at $351K in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.