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Maridea Wealth Management’s Atmos Energy ATO Stock Holding History

Maridea 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 		$202K Buy
+1,091
New +$193K 0.03% 434
2025
Q4 		– Sell
-1,207
Closed -$215K – 411
2025
Q3 		$215K Buy
+1,207
New +$195K 0.03% 396
2025
Q1 		– Sell
-3,262
Closed -$454K – 235
2024
Q4 		$454K Buy
+3,262
New +$464K 0.15% 126

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

Maridea Wealth Management's ATO Position: Q1 2026 in Review

Maridea Wealth Management opened a new position in Atmos Energy (ATO) in Q1 2026: 1,091 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #434 among its holdings. This is a return to the name: Maridea Wealth Management previously reported a position in ATO as recently as Q3 2025.

Maridea Wealth Management first reported a position in ATO in Q4 2024 and has held it in 3 quarters since. The position peaked at $454K in Q4 2024. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Maridea Wealth Management held 1,091 shares of Atmos Energy worth $202K as of Q1 2026.
  • Atmos Energy was a new Maridea Wealth Management position in Q1 2026.
  • Atmos Energy made up 0.03% of Maridea Wealth Management's portfolio in Q1 2026, its #434 holding.
  • Maridea Wealth Management first reported a position in Atmos Energy in Q4 2024 and has held it in 3 quarters since.
  • Maridea Wealth Management's Atmos Energy position peaked at $454K in Q4 2024.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.