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Jefferies Financial Group’s Atmos Energy ATO Stock Holding History

Jefferies Financial 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
Q2 		$1.16M Buy
+6,741
New +$1.21M 0.01% 903
2026
Q1 		– Sell
-6,863
Closed -$1.15M – 1734
2025
Q4 		$1.15M Buy
+6,863
New +$1.19M 0.01% 1015
2025
Q2 		– Sell
-1,667
Closed -$258K – 1286
2025
Q1 		$258K Buy
+1,667
New +$243K ﹤0.01% 1295
2023
Q3 		– Sell
-4,598
Closed -$535K – 1609
2023
Q2 		$535K Buy
+4,598
New +$532K ﹤0.01% 1156

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Jefferies Financial Group's ATO Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Atmos Energy (ATO) in Q2 2026: 6,741 shares worth $1.16M. The stake represents 0.01% of the portfolio and ranks #903 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in ATO as recently as Q4 2025.

Jefferies Financial Group first reported a position in ATO in Q2 2023 and has held it in 4 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Jefferies Financial Group held 6,741 shares of Atmos Energy worth $1.16M as of Q2 2026.
  • Atmos Energy was a new Jefferies Financial Group position in Q2 2026.
  • Atmos Energy made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #903 holding.
  • Jefferies Financial Group first reported a position in Atmos Energy in Q2 2023 and has held it in 4 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.