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
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

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VCM
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Wellington Management Group
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VPM
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Capital International Investors
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Aristotle Capital Management
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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