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Leo Wealth LLC’s Atmos Energy ATO Stock Holding History

Leo Wealth LLC’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 		$331K Buy
1,793
+217
+14% +$38.3K 0.02% 337
2025
Q4 		$264K Buy
+1,576
New +$272K 0.02% 368
2025
Q3 		– Sell
-1,420
Closed -$219K – 291
2025
Q2 		$219K Buy
+1,420
New +$221K 0.02% 362

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Leo Wealth LLC's ATO Position: Q1 2026 in Review

Leo Wealth LLC increased its Atmos Energy (ATO) stake by 14% in Q1 2026, buying an estimated $38.3K and bringing the position to 1,793 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #337.

Leo Wealth LLC first reported a position in ATO in Q2 2025 and has held it in 3 quarters since. 1,017 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Leo Wealth LLC held 1,793 shares of Atmos Energy worth $331K as of Q1 2026.
  • Leo Wealth LLC bought 217 Atmos Energy shares in Q1 2026, an estimated $38.3K.
  • Atmos Energy made up 0.02% of Leo Wealth LLC's portfolio in Q1 2026, its #337 holding.
  • Leo Wealth LLC first reported a position in Atmos Energy in Q2 2025 and has held it in 3 quarters since.
  • 1,017 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.