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Waverly Advisors’s Atmos Energy ATO Stock Holding History

Waverly 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 		$955K Buy
5,168
+2,584
+100% +$457K 0.01% 848
2025
Q4 		$433K Buy
2,584
+15
+0.6% +$2.59K ﹤0.01% 1061
2025
Q3 		$439K Buy
2,569
+115
+5% +$18.6K ﹤0.01% 898
2025
Q2 		$378K Buy
2,454
+26
+1% +$4.04K ﹤0.01% 891
2025
Q1 		$375K Buy
2,428
+594
+32% +$86.7K ﹤0.01% 856
2024
Q4 		$255K Buy
1,834
+350
+24% +$49.8K ﹤0.01% 871
2024
Q3 		$206K Buy
+1,484
New +$191K ﹤0.01% 771

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

Waverly Advisors's ATO Position: Q1 2026 in Review

Waverly Advisors increased its Atmos Energy (ATO) stake by 100% in Q1 2026, buying an estimated $457K and bringing the position to 5,168 shares worth $955K. The position accounts for 0.01% of the portfolio, ranked #848.

Waverly Advisors first reported a position in ATO in Q3 2024 and has held it in 7 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Waverly Advisors held 5,168 shares of Atmos Energy worth $955K as of Q1 2026.
  • Waverly Advisors bought 2,584 Atmos Energy shares in Q1 2026, an estimated $457K.
  • Atmos Energy made up 0.01% of Waverly Advisors's portfolio in Q1 2026, its #848 holding.
  • Waverly Advisors first reported a position in Atmos Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.