LWMI
ATO icon

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
Q1 		$739 Hold
4
– – ﹤0.01% 905
2025
Q4 		$671 Buy
+4
New +$692 ﹤0.01% 798

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

Legacy Wealth Management (Idaho)'s ATO Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) held its Atmos Energy (ATO) position steady in Q1 2026 at 4 shares worth $739. The position accounts for ﹤0.01% of the portfolio, ranked #905.

Legacy Wealth Management (Idaho) first reported a position in ATO in Q4 2025 and has held it in 2 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 4 shares of Atmos Energy worth $739 as of Q1 2026.
  • Legacy Wealth Management (Idaho) left its Atmos Energy share count unchanged in Q1 2026.
  • Atmos Energy made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #905 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Atmos Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.