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J. Safra Asset Management’s Atmos Energy ATO Stock Holding History

J. Safra Asset Management’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
Q2 		$3.44K Hold
20
– – ﹤0.01% 557
2026
Q1 		$3.69K Hold
20
– – ﹤0.01% 521
2025
Q4 		$3.35K Buy
+20
New +$3.46K ﹤0.01% 486

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

J. Safra Asset Management's ATO Position: Q2 2026 in Review

J. Safra Asset Management held its Atmos Energy (ATO) position steady in Q2 2026 at 20 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

J. Safra Asset Management first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.69K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • J. Safra Asset Management held 20 shares of Atmos Energy worth $3.44K as of Q2 2026.
  • J. Safra Asset Management left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #557 holding.
  • J. Safra Asset Management first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • J. Safra Asset Management's Atmos Energy position peaked at $3.69K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.