WFI
ATO icon

West Family Investments’s Atmos Energy ATO Stock Holding History

West Family 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 		$797K Buy
+4,629
New +$829K 0.23% 87
2026
Q1 		– Sell
-1,380
Closed -$231K – 266
2025
Q4 		$231K Buy
1,380
+44
+3% +$7.61K 0.05% 312
2025
Q3 		$228K Buy
1,336
+13
+1% +$2.1K 0.05% 326
2025
Q2 		$204K Buy
+1,323
New +$206K 0.05% 339

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

West Family Investments's ATO Position: Q2 2026 in Review

West Family Investments opened a new position in Atmos Energy (ATO) in Q2 2026: 4,629 shares worth $797K. The stake represents 0.23% of the portfolio and ranks #87 among its holdings. This is a return to the name: West Family Investments previously reported a position in ATO as recently as Q4 2025.

West Family Investments first reported a position in ATO in Q2 2025 and has held it in 4 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • West Family Investments held 4,629 shares of Atmos Energy worth $797K as of Q2 2026.
  • Atmos Energy was a new West Family Investments position in Q2 2026.
  • Atmos Energy made up 0.23% of West Family Investments's portfolio in Q2 2026, its #87 holding.
  • West Family Investments first reported a position in Atmos Energy in Q2 2025 and has held it in 4 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.