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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kiley Juergens Wealth Management's ATO Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Atmos Energy (ATO) in Q1 2026: 1,705 shares worth $315K. The stake represents 0.06% of the portfolio and ranks #179 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in ATO as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in ATO in Q4 2017 and has held it in 4 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Kiley Juergens Wealth Management held 1,705 shares of Atmos Energy worth $315K as of Q1 2026.
Atmos Energy was a new Kiley Juergens Wealth Management position in Q1 2026.
Atmos Energy made up 0.06% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #179 holding.
Kiley Juergens Wealth Management first reported a position in Atmos Energy in Q4 2017 and has held it in 4 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.