TruWealth Advisors’s Atmos Energy ATO Stock Holding History

TruWealth 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	Hold	2,231	–	–	0.02%	128
2025 Q4	$374K	Hold	2,231	–	–	0.02%	138
2025 Q3	$381K	Buy	2,231 +48	+2%	+$7.75K	0.02%	135
2025 Q2	$336K	Hold	2,183	–	–	0.02%	136
2025 Q1	$337K	Sell	2,183 -7	-0.3%	-$1.02K	0.02%	121
2024 Q4	$305K	Buy	+2,190	New	+$312K	0.02%	125
2024 Q3	–	Sell	-4,984	Closed	-$581K	–	166
2024 Q2	$581K	Sell	4,984 -48,699	-91%	-$5.67M	0.04%	96
2024 Q1	$6.38M	Buy	53,683 +51,291	+2,144%	+$5.88M	0.45%	51
2023 Q4	$277K	Hold	2,392	–	–	0.02%	121
2023 Q3	$253K	Buy	+2,392	New	+$279K	0.02%	124
2021 Q4	–	Sell	-3,717	Closed	-$328K	–	124
2021 Q3	$328K	Hold	3,717	–	–	0.04%	90
2021 Q2	$357K	Hold	3,717	–	–	0.04%	84
2021 Q1	$367K	Buy	3,717 +1,412	+61%	+$129K	0.05%	77
2020 Q4	$220K	Buy	+2,305	New	+$222K	0.03%	100

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

TruWealth Advisors's ATO Position: Q1 2026 in Review

TruWealth Advisors held its Atmos Energy (ATO) position steady in Q1 2026 at 2,231 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #128.

TruWealth Advisors first reported a position in ATO in Q4 2020 and has held it in 14 quarters since. The position peaked at $6.38M in Q1 2024. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

TruWealth Advisors held 2,231 shares of Atmos Energy worth $412K as of Q1 2026.
TruWealth Advisors left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #128 holding.
TruWealth Advisors first reported a position in Atmos Energy in Q4 2020 and has held it in 14 quarters since.
TruWealth Advisors's Atmos Energy position peaked at $6.38M in Q1 2024.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.