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WBI Investments’s Atmos Energy ATO Stock Holding History

WBI Investments’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
-7,085
Closed -$1.31M – 292
2026
Q1 		$1.31M Buy
7,085
+5,039
+246% +$890K 0.36% 63
2025
Q4 		$343K Buy
+2,046
New +$354K 0.09% 243
2025
Q1 		– Sell
-20,304
Closed -$2.83M – 232
2024
Q4 		$2.83M Buy
+20,304
New +$2.89M 0.71% 35

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

WBI Investments's ATO Position: Q2 2026 in Review

WBI Investments sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 7,085 shares — an estimated $1.31M sold.

WBI Investments first reported a position in ATO in Q4 2024 and held it in 3 quarters. The position peaked at $2.83M in Q4 2024. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • WBI Investments reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • WBI Investments sold 7,085 Atmos Energy shares in Q2 2026, an estimated $1.31M.
  • WBI Investments first reported a position in Atmos Energy in Q4 2024 and held it in 3 quarters.
  • WBI Investments's Atmos Energy position peaked at $2.83M in Q4 2024.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on WBI Investments's 13F filing for Q2 2026, filed 11 Aug 2026.