WSFS
ATO icon

Wilmington Savings Fund Society’s Atmos Energy ATO Stock Holding History

Wilmington Savings Fund Society’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 		$38.1K Buy
221
+1
+0.5% +$179 ﹤0.01% 946
2026
Q1 		$40.6K Sell
220
-1,345
-86% -$238K ﹤0.01% 923
2025
Q4 		$262K Sell
1,565
-778
-33% -$135K 0.01% 536
2025
Q3 		$400K Sell
2,343
-265
-10% -$42.8K 0.01% 449
2025
Q2 		$402K Buy
2,608
+320
+14% +$49.7K 0.01% 635
2025
Q1 		$354K Sell
2,288
-257
-10% -$37.5K 0.01% 659
2024
Q4 		$354K Sell
2,545
-645
-20% -$91.8K 0.01% 669
2024
Q3 		$442K Buy
+3,190
New +$410K 0.01% 604
2017
Q4 		– Sell
-20,289
Closed -$1.7M – 344
2017
Q3 		$1.7M Sell
20,289
-71,812
-78% -$6.19M 0.1% 177
2017
Q2 		$7.64M Buy
+92,101
New +$7.56M 0.45% 69

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

Wilmington Savings Fund Society's ATO Position: Q2 2026 in Review

Wilmington Savings Fund Society increased its Atmos Energy (ATO) stake by 0.45% in Q2 2026, buying an estimated $179 and bringing the position to 221 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #946.

Wilmington Savings Fund Society first reported a position in ATO in Q2 2017 and has held it in 10 quarters since. The position peaked at $7.64M in Q2 2017. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Wilmington Savings Fund Society held 221 shares of Atmos Energy worth $38.1K as of Q2 2026.
  • Wilmington Savings Fund Society bought 1 Atmos Energy share in Q2 2026, an estimated $179.
  • Atmos Energy made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #946 holding.
  • Wilmington Savings Fund Society first reported a position in Atmos Energy in Q2 2017 and has held it in 10 quarters since.
  • Wilmington Savings Fund Society's Atmos Energy position peaked at $7.64M in Q2 2017.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.