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Legacy Wealth Management (Idaho)’s Atmos Energy ATO Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-4
Closed -$739 – 248
2026
Q1 		$739 Hold
4
– – ﹤0.01% 905
2025
Q4 		$671 Buy
+4
New +$692 ﹤0.01% 798

Other funds holding ATO

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Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
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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

Legacy Wealth Management (Idaho)'s ATO Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 4 shares — an estimated $739 sold.

Legacy Wealth Management (Idaho) first reported a position in ATO in Q4 2025 and held it in 2 quarters. The position peaked at $739 in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 4 Atmos Energy shares in Q2 2026, an estimated $739.
  • Legacy Wealth Management (Idaho) first reported a position in Atmos Energy in Q4 2025 and held it in 2 quarters.
  • Legacy Wealth Management (Idaho)'s Atmos Energy position peaked at $739 in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.