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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SC&H Financial Advisors's ATO Position: Q2 2026 in Review

SC&H Financial Advisors held its Atmos Energy (ATO) position steady in Q2 2026 at 1,455 shares worth $251K. The position accounts for 0.03% of the portfolio, ranked #147.

SC&H Financial Advisors first reported a position in ATO in Q4 2021 and has held it in 19 quarters since. The position peaked at $482K in Q3 2025. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

SC&H Financial Advisors held 1,455 shares of Atmos Energy worth $251K as of Q2 2026.
SC&H Financial Advisors left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.03% of SC&H Financial Advisors's portfolio in Q2 2026, its #147 holding.
SC&H Financial Advisors first reported a position in Atmos Energy in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's Atmos Energy position peaked at $482K in Q3 2025.
1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.