James T. Borello RIA
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James T. Borello RIA’s Atmos Energy ATO Stock Holding History

James T. Borello RIA’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
Q3 		$11.4K Buy
73
+2
+3% +$339 ﹤0.01% 568
2026
Q2 		$12.2K Sell
71
-19
-21% -$3.4K ﹤0.01% 541
2026
Q1 		$16.6K Buy
90
+59
+190% +$10.4K ﹤0.01% 417
2025
Q4 		$5.2K Sell
31
-4
-11% -$692 ﹤0.01% 562
2025
Q3 		$5.98K Buy
+35
New +$5.65K ﹤0.01% 407

Other funds holding ATO

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

James T. Borello RIA's ATO Position: Q3 2026 in Review

James T. Borello RIA increased its Atmos Energy (ATO) stake by 2.8% in Q3 2026, buying an estimated $339 and bringing the position to 73 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

James T. Borello RIA first reported a position in ATO in Q3 2025 and has held it in 5 quarters since. The position peaked at $16.6K in Q1 2026. 238 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • James T. Borello RIA held 73 shares of Atmos Energy worth $11.4K as of Q3 2026.
  • James T. Borello RIA bought 2 Atmos Energy shares in Q3 2026, an estimated $339.
  • Atmos Energy made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #568 holding.
  • James T. Borello RIA first reported a position in Atmos Energy in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Atmos Energy position peaked at $16.6K in Q1 2026.
  • 238 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.