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WFA of San Diego’s Atmos Energy ATO Stock Holding History

WFA of San Diego’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 		$55.4K Hold
300
– – 0.04% 177
2025
Q4 		$50.3K Hold
300
– – 0.04% 195
2025
Q3 		$51.2K Hold
300
– – 0.04% 196
2025
Q2 		$46.2K Buy
+300
New +$46.6K 0.03% 210
2023
Q1 		– Sell
-300
Closed -$33.6K – 92
2022
Q4 		$33.6K Buy
+300
New +$33K 0.03% 233

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

WFA of San Diego's ATO Position: Q1 2026 in Review

WFA of San Diego held its Atmos Energy (ATO) position steady in Q1 2026 at 300 shares worth $55.4K. The position accounts for 0.04% of the portfolio, ranked #177.

WFA of San Diego first reported a position in ATO in Q4 2022 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • WFA of San Diego held 300 shares of Atmos Energy worth $55.4K as of Q1 2026.
  • WFA of San Diego left its Atmos Energy share count unchanged in Q1 2026.
  • Atmos Energy made up 0.04% of WFA of San Diego's portfolio in Q1 2026, its #177 holding.
  • WFA of San Diego first reported a position in Atmos Energy in Q4 2022 and has held it in 5 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.