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OneDigital Investment Advisors’s Atmos Energy ATO Stock Holding History

OneDigital Investment Advisors’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 		– Sell
-1,311
Closed -$242K – 1577
2026
Q1 		$242K Sell
1,311
-299
-19% -$52.8K ﹤0.01% 1301
2025
Q4 		$270K Buy
1,610
+93
+6% +$16.1K ﹤0.01% 1278
2025
Q3 		$259K Sell
1,517
-64
-4% -$10.3K ﹤0.01% 1268
2025
Q2 		$244K Sell
1,581
-979
-38% -$152K ﹤0.01% 1286
2025
Q1 		$396K Buy
2,560
+324
+14% +$47.3K ﹤0.01% 954
2024
Q4 		$311K Sell
2,236
-71
-3% -$10.1K ﹤0.01% 1115
2024
Q3 		$320K Buy
2,307
+82
+4% +$10.5K ﹤0.01% 1129
2024
Q2 		$260K Buy
2,225
+134
+6% +$15.6K ﹤0.01% 1172
2024
Q1 		$249K Buy
+2,091
New +$240K ﹤0.01% 975
2023
Q4 		– Sell
-1,996
Closed -$211K – 1108
2023
Q3 		$211K Buy
+1,996
New +$233K ﹤0.01% 920
2019
Q3 		– Sell
-1,226
Closed -$129K – 598
2019
Q2 		$129K Hold
1,226
– – 0.01% 438
2019
Q1 		$126K Sell
1,226
-50
-4% -$4.87K 0.02% 342
2018
Q4 		$118K Buy
1,276
+880
+222% +$84.1K 0.02% 313
2018
Q3 		$37K Hold
396
– – 0.01% 475
2018
Q2 		$36K Sell
396
-480
-55% -$41.5K 0.01% 594
2018
Q1 		$74K Buy
876
+276
+46% +$22.5K 0.02% 414
2017
Q4 		$52K Buy
+600
New +$52.8K 0.01% 492

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

OneDigital Investment Advisors's ATO Position: Q2 2026 in Review

OneDigital Investment Advisors sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,311 shares — an estimated $242K sold.

OneDigital Investment Advisors first reported a position in ATO in Q4 2017 and held it in 17 quarters. The position peaked at $396K in Q1 2025. 680 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • OneDigital Investment Advisors reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,311 Atmos Energy shares in Q2 2026, an estimated $242K.
  • OneDigital Investment Advisors first reported a position in Atmos Energy in Q4 2017 and held it in 17 quarters.
  • OneDigital Investment Advisors's Atmos Energy position peaked at $396K in Q1 2025.
  • 680 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.