Tradition Wealth Management’s Atmos Energy ATO Stock Holding History

Tradition Wealth Management’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	$232K	Sell	1,256 -2	-0.2%	-$353	0.02%	438
2025 Q4	$211K	Buy	1,258 +15	+1%	+$2.59K	0.02%	456
2025 Q3	$212K	Buy	+1,243	New	+$201K	0.02%	448
2024 Q1	–	Sell	-1,563	Closed	-$181K	–	445
2023 Q4	$181K	Sell	1,563 -24	-2%	-$2.68K	0.02%	340
2023 Q3	$168K	Buy	1,587 +7	+0.4%	+$817	0.02%	331
2023 Q2	$184K	Buy	1,580 +177	+13%	+$20.5K	0.02%	327
2023 Q1	$158K	Buy	+1,403	New	+$160K	0.02%	339

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

Tradition Wealth Management's ATO Position: Q1 2026 in Review

Tradition Wealth Management reduced its Atmos Energy (ATO) stake by 0.16% in Q1 2026, selling an estimated $353 and leaving 1,256 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #438.

Tradition Wealth Management first reported a position in ATO in Q1 2023 and has held it in 7 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Tradition Wealth Management held 1,256 shares of Atmos Energy worth $232K as of Q1 2026.
Tradition Wealth Management sold 2 Atmos Energy shares in Q1 2026, an estimated $353.
Atmos Energy made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #438 holding.
Tradition Wealth Management first reported a position in Atmos Energy in Q1 2023 and has held it in 7 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.