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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
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 $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

WBI Investments's ATO Position: Q1 2026 in Review

WBI Investments increased its Atmos Energy (ATO) stake by 246% in Q1 2026, buying an estimated $890K and bringing the position to 7,085 shares worth $1.31M. The position accounts for 0.36% of the portfolio, ranked #63.

WBI Investments first reported a position in ATO in Q4 2024 and has held it in 3 quarters since. The position peaked at $2.83M in Q4 2024. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • WBI Investments held 7,085 shares of Atmos Energy worth $1.31M as of Q1 2026.
  • WBI Investments bought 5,039 Atmos Energy shares in Q1 2026, an estimated $890K.
  • Atmos Energy made up 0.36% of WBI Investments's portfolio in Q1 2026, its #63 holding.
  • WBI Investments first reported a position in Atmos Energy in Q4 2024 and has held it in 3 quarters since.
  • WBI Investments's Atmos Energy position peaked at $2.83M in Q4 2024.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on WBI Investments's 13F filing for Q1 2026, filed 11 May 2026.