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Summit Trail Advisors’s Atmos Energy ATO Stock Holding History

Summit Trail 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 		$1.86M Buy
10,093
+1,867
+23% +$330K 0.03% 579
2025
Q4 		$1.38M Buy
8,226
+2,949
+56% +$510K 0.02% 643
2025
Q3 		$901K Buy
+5,277
New +$852K 0.01% 894
2018
Q1 		– Sell
-54
Closed -$5K – 523
2017
Q4 		$5K Buy
+54
New +$4.75K ﹤0.01% 1397

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 Trail Advisors's ATO Position: Q1 2026 in Review

Summit Trail Advisors increased its Atmos Energy (ATO) stake by 23% in Q1 2026, buying an estimated $330K and bringing the position to 10,093 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #579.

Summit Trail Advisors first reported a position in ATO in Q4 2017 and has held it in 4 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Summit Trail Advisors held 10,093 shares of Atmos Energy worth $1.86M as of Q1 2026.
  • Summit Trail Advisors bought 1,867 Atmos Energy shares in Q1 2026, an estimated $330K.
  • Atmos Energy made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #579 holding.
  • Summit Trail Advisors first reported a position in Atmos Energy in Q4 2017 and has held it in 4 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.