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Journey Strategic Wealth’s Atmos Energy ATO Stock Holding History

Journey Strategic Wealth’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 		$433K Buy
2,343
+325
+16% +$57.4K 0.01% 388
2025
Q4 		$338K Buy
2,018
+32
+2% +$5.53K 0.01% 456
2025
Q3 		$339K Buy
1,986
+141
+8% +$22.8K 0.01% 430
2025
Q2 		$284K Buy
+1,845
New +$287K 0.01% 460
2024
Q4 		– Sell
-1,782
Closed -$247K – 505
2024
Q3 		$247K Buy
1,782
+36
+2% +$4.63K 0.01% 389
2024
Q2 		$204K Buy
+1,746
New +$203K 0.01% 366

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

Journey Strategic Wealth's ATO Position: Q1 2026 in Review

Journey Strategic Wealth increased its Atmos Energy (ATO) stake by 16% in Q1 2026, buying an estimated $57.4K and bringing the position to 2,343 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #388.

Journey Strategic Wealth first reported a position in ATO in Q2 2024 and has held it in 6 quarters since. 1,014 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Journey Strategic Wealth held 2,343 shares of Atmos Energy worth $433K as of Q1 2026.
  • Journey Strategic Wealth bought 325 Atmos Energy shares in Q1 2026, an estimated $57.4K.
  • Atmos Energy made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #388 holding.
  • Journey Strategic Wealth first reported a position in Atmos Energy in Q2 2024 and has held it in 6 quarters since.
  • 1,014 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.