Raymond James Financial
ATO icon

Raymond James Financial’s Atmos Energy ATO Stock Holding History

Raymond James Financial’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 		$219M Buy
1,271,473
+64,721
+5% +$11.6M 0.06% 283
2026
Q1 		$223M Buy
1,206,752
+95,432
+9% +$16.9M 0.07% 253
2025
Q4 		$186M Sell
1,111,320
-64,644
-5% -$11.2M 0.06% 292
2025
Q3 		$201M Buy
1,175,964
+2,492
+0.2% +$402K 0.06% 271
2025
Q2 		$181M Buy
1,173,472
+277,997
+31% +$43.2M 0.06% 284
2025
Q1 		$138M Buy
895,475
+91,266
+11% +$13.3M 0.05% 332
2024
Q4 		$112M Buy
+804,209
New +$114M 0.04% 397

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

Raymond James Financial's ATO Position: Q2 2026 in Review

Raymond James Financial increased its Atmos Energy (ATO) stake by 5.4% in Q2 2026, buying an estimated $11.6M and bringing the position to 1,271,473 shares worth $219M. The position accounts for 0.06% of the portfolio, ranked #283.

Raymond James Financial first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $223M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Raymond James Financial held 1,271,473 shares of Atmos Energy worth $219M as of Q2 2026.
  • Raymond James Financial bought 64,721 Atmos Energy shares in Q2 2026, an estimated $11.6M.
  • Atmos Energy made up 0.06% of Raymond James Financial's portfolio in Q2 2026, its #283 holding.
  • Raymond James Financial first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Atmos Energy position peaked at $223M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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