Sunbelt Securities’s Atmos Energy ATO Stock Holding History

Sunbelt Securities’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	$355K	Buy	1,924 +19	+1%	+$3.36K	0.02%	486
2025 Q4	$319K	Buy	1,905 +4	+0.2%	+$692	0.02%	517
2025 Q3	$325K	Buy	+1,901	New	+$307K	0.02%	504
2025 Q2	–	Sell	-2,253	Closed	-$348K	–	1809
2025 Q1	$348K	Buy	+2,253	New	+$329K	0.03%	413
2020 Q1	–	Sell	-4,300	Closed	-$481K	–	387
2019 Q4	$481K	Hold	4,300	–	–	0.05%	326
2019 Q3	$490K	Buy	+4,300	New	+$470K	0.06%	303

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sunbelt Securities's ATO Position: Q1 2026 in Review

Sunbelt Securities increased its Atmos Energy (ATO) stake by 1% in Q1 2026, buying an estimated $3.36K and bringing the position to 1,924 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #486.

Sunbelt Securities first reported a position in ATO in Q3 2019 and has held it in 6 quarters since. The position peaked at $490K in Q3 2019. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Sunbelt Securities held 1,924 shares of Atmos Energy worth $355K as of Q1 2026.
Sunbelt Securities bought 19 Atmos Energy shares in Q1 2026, an estimated $3.36K.
Atmos Energy made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #486 holding.
Sunbelt Securities first reported a position in Atmos Energy in Q3 2019 and has held it in 6 quarters since.
Sunbelt Securities's Atmos Energy position peaked at $490K in Q3 2019.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.