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JFS Wealth Advisors’s Atmos Energy ATO Stock Holding History

JFS 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
Q2 		$27.2K Buy
158
+7
+5% +$1.25K ﹤0.01% 683
2026
Q1 		$27.9K Sell
151
-7
-4% -$1.24K ﹤0.01% 658
2025
Q4 		$26.5K Buy
158
+73
+86% +$12.6K ﹤0.01% 675
2025
Q3 		$14.5K Hold
85
– – ﹤0.01% 772
2025
Q2 		$13.1K Buy
85
+7
+9% +$1.09K ﹤0.01% 782
2025
Q1 		$12.1K Buy
78
+8
+11% +$1.17K ﹤0.01% 817
2024
Q4 		$9.75K Hold
70
– – ﹤0.01% 859
2024
Q3 		$9.71K Buy
70
+2
+3% +$257 ﹤0.01% 864
2024
Q2 		$7.93K Hold
68
– – ﹤0.01% 869
2024
Q1 		$8.08K Hold
68
– – ﹤0.01% 890
2023
Q4 		$7.88K Buy
68
+3
+5% +$335 ﹤0.01% 864
2023
Q3 		$6.89K Hold
65
– – ﹤0.01% 862
2023
Q2 		$7.56K Sell
65
-1
-2% -$116 ﹤0.01% 827
2023
Q1 		$7.42K Sell
66
-11
-14% -$1.25K ﹤0.01% 832
2022
Q4 		$8.63K Sell
77
-4
-5% -$440 ﹤0.01% 764
2022
Q3 		$8K Sell
81
-16
-16% -$1.83K ﹤0.01% 788
2022
Q2 		$11K Buy
97
+36
+59% +$4.13K ﹤0.01% 730
2022
Q1 		$7K Buy
61
+39
+177% +$4.26K ﹤0.01% 902
2021
Q4 		$2K Buy
+22
New +$2.08K ﹤0.01% 1027

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

JFS Wealth Advisors's ATO Position: Q2 2026 in Review

JFS Wealth Advisors increased its Atmos Energy (ATO) stake by 4.6% in Q2 2026, buying an estimated $1.25K and bringing the position to 158 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #683.

JFS Wealth Advisors first reported a position in ATO in Q4 2021 and has held it in 19 quarters since. The position peaked at $27.9K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • JFS Wealth Advisors held 158 shares of Atmos Energy worth $27.2K as of Q2 2026.
  • JFS Wealth Advisors bought 7 Atmos Energy shares in Q2 2026, an estimated $1.25K.
  • Atmos Energy made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #683 holding.
  • JFS Wealth Advisors first reported a position in Atmos Energy in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Atmos Energy position peaked at $27.9K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.