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JPL Wealth Management’s Atmos Energy ATO Stock Holding History

JPL Wealth 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 		$6.38K Buy
37
+9
+32% +$1.61K ﹤0.01% 708
2026
Q1 		$5.17K Buy
+28
New +$4.95K ﹤0.01% 684
2025
Q4 		– Sell
-22
Closed -$3.76K – 189
2025
Q3 		$3.76K Buy
+22
New +$3.55K ﹤0.01% 721

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

JPL Wealth Management's ATO Position: Q2 2026 in Review

JPL Wealth Management increased its Atmos Energy (ATO) stake by 32% in Q2 2026, buying an estimated $1.61K and bringing the position to 37 shares worth $6.38K. The position accounts for ﹤0.01% of the portfolio, ranked #708.

JPL Wealth Management first reported a position in ATO in Q3 2025 and has held it in 3 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • JPL Wealth Management held 37 shares of Atmos Energy worth $6.38K as of Q2 2026.
  • JPL Wealth Management bought 9 Atmos Energy shares in Q2 2026, an estimated $1.61K.
  • Atmos Energy made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #708 holding.
  • JPL Wealth Management first reported a position in Atmos Energy in Q3 2025 and has held it in 3 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.