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Twin Peaks Wealth Advisors’s Atmos Energy ATO Stock Holding History

Twin Peaks Wealth 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 		$36.8K Buy
+199
New +$35.2K 0.01% 513
2025
Q3 		– Sell
-146
Closed -$24.2K – 317
2025
Q2 		$24.2K Buy
+146
New +$22.7K 0.01% 538

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

Twin Peaks Wealth Advisors's ATO Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Atmos Energy (ATO) in Q1 2026: 199 shares worth $36.8K. The stake represents 0.01% of the portfolio and ranks #513 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in ATO as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in ATO in Q2 2025 and has held it in 2 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Twin Peaks Wealth Advisors held 199 shares of Atmos Energy worth $36.8K as of Q1 2026.
  • Atmos Energy was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Atmos Energy made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #513 holding.
  • Twin Peaks Wealth Advisors first reported a position in Atmos Energy in Q2 2025 and has held it in 2 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.