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SC&H Financial Advisors’s Atmos Energy ATO Stock Holding History

SC&H Financial 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
Q3 		$221K Sell
1,410
-45
-3% -$7.63K 0.03% 149
2026
Q2 		$251K Hold
1,455
– – 0.03% 147
2026
Q1 		$269K Hold
1,455
– – 0.04% 132
2025
Q4 		$244K Sell
1,455
-1,369
-48% -$237K 0.04% 141
2025
Q3 		$482K Hold
2,824
– – 0.08% 92
2025
Q2 		$435K Hold
2,824
– – 0.07% 95
2025
Q1 		$437K Hold
2,824
– – 0.09% 95
2024
Q4 		$393K Hold
2,824
– – 0.08% 99
2024
Q3 		$392K Hold
2,824
– – 0.09% 104
2024
Q2 		$329K Hold
2,824
– – 0.08% 108
2024
Q1 		$336K Sell
2,824
-698
-20% -$80.1K 0.09% 106
2023
Q4 		$408K Hold
3,522
– – 0.12% 97
2023
Q3 		$373K Hold
3,522
– – 0.12% 102
2023
Q2 		$410K Hold
3,522
– – 0.14% 100
2023
Q1 		$396K Buy
3,522
+698
+25% +$79.4K 0.14% 97
2022
Q4 		$316K Hold
2,824
– – 0.13% 105
2022
Q3 		$288K Sell
2,824
-1,094
-28% -$125K 0.14% 105
2022
Q2 		$439K Buy
3,918
+1,814
+86% +$208K 0.2% 89
2022
Q1 		$251K Hold
2,104
– – 0.12% 133
2021
Q4 		$220K Buy
+2,104
New +$199K 0.12% 145

Other funds holding ATO

PL
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

SC&H Financial Advisors's ATO Position: Q3 2026 in Review

SC&H Financial Advisors reduced its Atmos Energy (ATO) stake by 3.1% in Q3 2026, selling an estimated $7.63K and leaving 1,410 shares worth $221K. The position accounts for 0.03% of the portfolio, ranked #149.

SC&H Financial Advisors first reported a position in ATO in Q4 2021 and has held it in 20 quarters since. The position peaked at $482K in Q3 2025. 84 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • SC&H Financial Advisors held 1,410 shares of Atmos Energy worth $221K as of Q3 2026.
  • SC&H Financial Advisors sold 45 Atmos Energy shares in Q3 2026, an estimated $7.63K.
  • Atmos Energy made up 0.03% of SC&H Financial Advisors's portfolio in Q3 2026, its #149 holding.
  • SC&H Financial Advisors first reported a position in Atmos Energy in Q4 2021 and has held it in 20 quarters since.
  • SC&H Financial Advisors's Atmos Energy position peaked at $482K in Q3 2025.
  • 84 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.