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RWA Wealth Partners’s Atmos Energy ATO Stock Holding History

RWA Wealth Partners’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 		$547K Buy
2,963
+154
+5% +$27.2K 0.01% 439
2025
Q4 		$471K Buy
2,809
+439
+19% +$75.9K 0.01% 451
2025
Q3 		$405K Hold
2,370
– – ﹤0.01% 479
2025
Q2 		$365K Hold
2,370
– – ﹤0.01% 478
2025
Q1 		$366K Sell
2,370
-1,880
-44% -$274K ﹤0.01% 450
2024
Q4 		$592K Sell
4,250
-50
-1% -$7.11K 0.01% 393
2024
Q3 		$596K Hold
4,300
– – 0.01% 389
2024
Q2 		$502K Sell
4,300
-129
-3% -$15K 0.01% 391
2024
Q1 		$526K Hold
4,429
– – 0.01% 391
2023
Q4 		$513K Buy
+4,429
New +$495K 0.01% 376

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

RWA Wealth Partners's ATO Position: Q1 2026 in Review

RWA Wealth Partners increased its Atmos Energy (ATO) stake by 5.5% in Q1 2026, buying an estimated $27.2K and bringing the position to 2,963 shares worth $547K. The position accounts for 0.01% of the portfolio, ranked #439.

RWA Wealth Partners first reported a position in ATO in Q4 2023 and has held it in 10 quarters since. The position peaked at $596K in Q3 2024. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • RWA Wealth Partners held 2,963 shares of Atmos Energy worth $547K as of Q1 2026.
  • RWA Wealth Partners bought 154 Atmos Energy shares in Q1 2026, an estimated $27.2K.
  • Atmos Energy made up 0.01% of RWA Wealth Partners's portfolio in Q1 2026, its #439 holding.
  • RWA Wealth Partners first reported a position in Atmos Energy in Q4 2023 and has held it in 10 quarters since.
  • RWA Wealth Partners's Atmos Energy position peaked at $596K in Q3 2024.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.