Jones Financial Companies
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Jones Financial Companies’s Atmos Energy ATO Stock Holding History

Jones Financial Companies’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 		$17.6M Buy
100,505
+4,925
+5% +$882K 0.01% 716
2026
Q1 		$17.5M Buy
95,580
+47,904
+100% +$8.47M 0.01% 639
2025
Q4 		$7.99M Buy
47,676
+7,354
+18% +$1.27M ﹤0.01% 506
2025
Q3 		$6.79M Buy
40,322
+4,659
+13% +$752K ﹤0.01% 491
2025
Q2 		$5.44M Buy
35,663
+2,331
+7% +$362K ﹤0.01% 476
2025
Q1 		$5.08M Buy
33,332
+5,720
+21% +$834K ﹤0.01% 419
2024
Q4 		$3.85M Buy
27,612
+6,096
+28% +$867K ﹤0.01% 405
2024
Q3 		$2.96M Buy
21,516
+11,045
+105% +$1.42M ﹤0.01% 372
2024
Q2 		$1.22M Buy
10,471
+9,383
+862% +$1.09M ﹤0.01% 397
2024
Q1 		$129K Buy
1,088
+766
+238% +$87.9K ﹤0.01% 541
2023
Q4 		$37.3K Sell
322
-102
-24% -$11.4K ﹤0.01% 512
2023
Q3 		$44.9K Sell
424
-195
-32% -$22.8K ﹤0.01% 376
2023
Q2 		$72K Sell
619
-627
-50% -$72.6K ﹤0.01% 336
2023
Q1 		$140K Buy
1,246
+280
+29% +$31.8K ﹤0.01% 285
2022
Q4 		$108K Hold
966
– – ﹤0.01% 301
2022
Q3 		$98K Sell
966
-312
-24% -$35.7K ﹤0.01% 286
2022
Q2 		$143K Sell
1,278
-677
-35% -$77.6K ﹤0.01% 260
2022
Q1 		$234K Buy
1,955
+250
+15% +$27.3K ﹤0.01% 238
2021
Q4 		$179K Sell
1,705
-43
-2% -$4.08K ﹤0.01% 265
2021
Q3 		$154K Sell
1,748
-6
-0.3% -$580 ﹤0.01% 240
2021
Q2 		$169K Buy
1,754
+1,007
+135% +$101K ﹤0.01% 235
2021
Q1 		$74K Buy
747
+24
+3% +$2.18K ﹤0.01% 304
2020
Q4 		$69K Buy
+723
New +$69.7K ﹤0.01% 273
2013
Q3 		– Sell
-700
Closed -$29K – 721
2013
Q2 		$29K Buy
+700
New +$29.8K ﹤0.01% 396

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

Jones Financial Companies's ATO Position: Q2 2026 in Review

Jones Financial Companies increased its Atmos Energy (ATO) stake by 5.2% in Q2 2026, buying an estimated $882K and bringing the position to 100,505 shares worth $17.6M. The position accounts for 0.01% of the portfolio, ranked #716.

Jones Financial Companies first reported a position in ATO in Q2 2013 and has held it in 24 quarters since. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Jones Financial Companies held 100,505 shares of Atmos Energy worth $17.6M as of Q2 2026.
  • Jones Financial Companies bought 4,925 Atmos Energy shares in Q2 2026, an estimated $882K.
  • Atmos Energy made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #716 holding.
  • Jones Financial Companies first reported a position in Atmos Energy in Q2 2013 and has held it in 24 quarters since.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.