U.S. Capital Wealth Advisors’s Atmos Energy ATO Stock Holding History

U.S. Capital 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	$1.42M	Sell	7,698 -9	-0.1%	-$1.59K	0.04%	417
2025 Q4	$1.29M	Buy	7,707 +158	+2%	+$27.3K	0.03%	428
2025 Q3	$1.29M	Buy	7,549 +197	+3%	+$31.8K	0.03%	421
2025 Q2	$1.13M	Buy	+7,352	New	+$1.14M	0.03%	405
2023 Q1	–	Sell	-300	Closed	-$33.6K	–	697
2022 Q4	$33.6K	Buy	+300	New	+$33K	﹤0.01%	974
2022 Q3	–	Sell	-40,935	Closed	-$4.59M	–	638
2022 Q2	$4.59M	Sell	40,935 -237	-0.6%	-$27.2K	0.2%	104
2022 Q1	$4.92M	Buy	+41,172	New	+$4.5M	0.18%	119

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

U.S. Capital Wealth Advisors's ATO Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Atmos Energy (ATO) stake by 0.12% in Q1 2026, selling an estimated $1.59K and leaving 7,698 shares worth $1.42M. The position accounts for 0.04% of the portfolio, ranked #417.

U.S. Capital Wealth Advisors first reported a position in ATO in Q1 2022 and has held it in 7 quarters since. The position peaked at $4.92M in Q1 2022. 1,015 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

U.S. Capital Wealth Advisors held 7,698 shares of Atmos Energy worth $1.42M as of Q1 2026.
U.S. Capital Wealth Advisors sold 9 Atmos Energy shares in Q1 2026, an estimated $1.59K.
Atmos Energy made up 0.04% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #417 holding.
U.S. Capital Wealth Advisors first reported a position in Atmos Energy in Q1 2022 and has held it in 7 quarters since.
U.S. Capital Wealth Advisors's Atmos Energy position peaked at $4.92M in Q1 2022.
1,015 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.