Kiley Juergens Wealth Management’s Atmos Energy ATO Stock Holding History

Kiley Juergens 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	$294K	Hold	1,705	–	–	0.05%	195
2026 Q1	$315K	Buy	+1,705	New	+$301K	0.06%	179
2018 Q4	–	Sell	-500	Closed	–	–	83
2018 Q3	$0	Hold	500	–	–	﹤0.01%	640
2018 Q2	$0	Buy	+500	New	+$43.3K	﹤0.01%	579
2018 Q1	–	Sell	-500	Closed	–	–	121
2017 Q4	$0	Buy	+500	New	+$44K	﹤0.01%	668

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kiley Juergens Wealth Management's ATO Position: Q2 2026 in Review

Kiley Juergens Wealth Management held its Atmos Energy (ATO) position steady in Q2 2026 at 1,705 shares worth $294K. The position accounts for 0.05% of the portfolio, ranked #195.

Kiley Juergens Wealth Management first reported a position in ATO in Q4 2017 and has held it in 5 quarters since. The position peaked at $315K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Kiley Juergens Wealth Management held 1,705 shares of Atmos Energy worth $294K as of Q2 2026.
Kiley Juergens Wealth Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.05% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #195 holding.
Kiley Juergens Wealth Management first reported a position in Atmos Energy in Q4 2017 and has held it in 5 quarters since.
Kiley Juergens Wealth Management's Atmos Energy position peaked at $315K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.