JFG
ATO icon

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
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 $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

Jefferies Financial Group's ATO Position: Q1 2026 in Review

Jefferies Financial Group sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 6,863 shares — an estimated $1.15M sold.

Jefferies Financial Group first reported a position in ATO in Q2 2023 and held it in 3 quarters. The position peaked at $1.15M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Jefferies Financial Group reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 6,863 Atmos Energy shares in Q1 2026, an estimated $1.15M.
  • Jefferies Financial Group first reported a position in Atmos Energy in Q2 2023 and held it in 3 quarters.
  • Jefferies Financial Group's Atmos Energy position peaked at $1.15M in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.