Taylor Financial Group’s Atmos Energy ATO Stock Holding History

Taylor Financial Group’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	$825K	Hold	4,465	–	–	0.5%	43
2025 Q4	$748K	Hold	4,465	–	–	0.44%	44
2025 Q3	$762K	Hold	4,465	–	–	0.44%	47
2025 Q2	$688K	Hold	4,465	–	–	0.43%	48
2025 Q1	$690K	Hold	4,465	–	–	0.48%	46
2024 Q4	$622K	Hold	4,465	–	–	0.43%	50
2024 Q3	$619K	Hold	4,465	–	–	0.43%	49
2024 Q2	$521K	Hold	4,465	–	–	0.4%	54
2024 Q1	$531K	Hold	4,465	–	–	0.4%	53
2023 Q4	$517K	Buy	+4,465	New	+$499K	0.43%	53

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

Taylor Financial Group's ATO Position: Q1 2026 in Review

Taylor Financial Group held its Atmos Energy (ATO) position steady in Q1 2026 at 4,465 shares worth $825K. The position accounts for 0.5% of the portfolio, ranked #43.

Taylor Financial Group first reported a position in ATO in Q4 2023 and has held it in 10 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Taylor Financial Group held 4,465 shares of Atmos Energy worth $825K as of Q1 2026.
Taylor Financial Group left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.5% of Taylor Financial Group's portfolio in Q1 2026, its #43 holding.
Taylor Financial Group first reported a position in Atmos Energy in Q4 2023 and has held it in 10 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Taylor Financial Group's 13F filing for Q1 2026, filed 14 May 2026.