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Transcend Capital Advisors’s Atmos Energy ATO Stock Holding History

Transcend Capital 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 		$412K Buy
2,233
+13
+0.6% +$2.3K 0.03% 438
2025
Q4 		$372K Buy
2,220
+180
+9% +$31.1K 0.03% 451
2025
Q3 		$348K Buy
2,040
+401
+24% +$64.7K 0.02% 482
2025
Q2 		$253K Sell
1,639
-243
-13% -$37.7K 0.02% 512
2025
Q1 		$291K Hold
1,882
– – 0.02% 482
2024
Q4 		$262K Hold
1,882
– – 0.02% 471
2024
Q3 		$261K Buy
1,882
+6
+0.3% +$771 0.02% 506
2024
Q2 		$219K Buy
+1,876
New +$219K 0.02% 534

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

Transcend Capital Advisors's ATO Position: Q1 2026 in Review

Transcend Capital Advisors increased its Atmos Energy (ATO) stake by 0.59% in Q1 2026, buying an estimated $2.3K and bringing the position to 2,233 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #438.

Transcend Capital Advisors first reported a position in ATO in Q2 2024 and has held it in 8 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Transcend Capital Advisors held 2,233 shares of Atmos Energy worth $412K as of Q1 2026.
  • Transcend Capital Advisors bought 13 Atmos Energy shares in Q1 2026, an estimated $2.3K.
  • Atmos Energy made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #438 holding.
  • Transcend Capital Advisors first reported a position in Atmos Energy in Q2 2024 and has held it in 8 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.