WLG
ATO icon

Williamson Legacy Group’s Atmos Energy ATO Stock Holding History

Williamson Legacy Group’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 		$233K Sell
1,262
-293
-19% -$51.8K 0.17% 79
2025
Q4 		$261K Sell
1,555
-401
-21% -$69.3K 0.2% 89
2025
Q3 		$334K Sell
1,956
-3,672
-65% -$593K 0.26% 90
2025
Q2 		$867K Buy
5,628
+3,642
+183% +$566K 0.73% 72
2025
Q1 		$307K Buy
+1,986
New +$290K 0.29% 91

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

Williamson Legacy Group's ATO Position: Q1 2026 in Review

Williamson Legacy Group reduced its Atmos Energy (ATO) stake by 19% in Q1 2026, selling an estimated $51.8K and leaving 1,262 shares worth $233K. The position accounts for 0.17% of the portfolio, ranked #79.

Williamson Legacy Group first reported a position in ATO in Q1 2025 and has held it in 5 quarters since. The position peaked at $867K in Q2 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Williamson Legacy Group held 1,262 shares of Atmos Energy worth $233K as of Q1 2026.
  • Williamson Legacy Group sold 293 Atmos Energy shares in Q1 2026, an estimated $51.8K.
  • Atmos Energy made up 0.17% of Williamson Legacy Group's portfolio in Q1 2026, its #79 holding.
  • Williamson Legacy Group first reported a position in Atmos Energy in Q1 2025 and has held it in 5 quarters since.
  • Williamson Legacy Group's Atmos Energy position peaked at $867K in Q2 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.