VWA
ATO icon

Valued Wealth Advisors’s Atmos Energy ATO Stock Holding History

Valued 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 		– Sell
-8
Closed -$1.34K – 753
2025
Q4 		$1.34K Hold
8
– – ﹤0.01% 436
2025
Q3 		$1.37K Hold
8
– – ﹤0.01% 420
2025
Q2 		$1.23K Hold
8
– – ﹤0.01% 424
2025
Q1 		$1.24K Hold
8
– – ﹤0.01% 452
2024
Q4 		$1.11K Hold
8
– – ﹤0.01% 464
2024
Q3 		$1.11K Buy
+8
New +$1.03K ﹤0.01% 437

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

Valued Wealth Advisors's ATO Position: Q1 2026 in Review

Valued Wealth Advisors sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 8 shares — an estimated $1.34K sold.

Valued Wealth Advisors first reported a position in ATO in Q3 2024 and held it in 6 quarters. The position peaked at $1.37K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Valued Wealth Advisors reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Valued Wealth Advisors sold 8 Atmos Energy shares in Q1 2026, an estimated $1.34K.
  • Valued Wealth Advisors first reported a position in Atmos Energy in Q3 2024 and held it in 6 quarters.
  • Valued Wealth Advisors's Atmos Energy position peaked at $1.37K in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Valued Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.