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Sequoia Financial Advisors’s Atmos Energy ATO Stock Holding History

Sequoia 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 		$1.79M Sell
10,364
-254
-2% -$45.5K 0.01% 681
2026
Q1 		$1.96M Sell
10,618
-1,369
-11% -$242K 0.01% 606
2025
Q4 		$2.01M Buy
11,987
+1,440
+14% +$249K 0.01% 570
2025
Q3 		$1.8M Buy
10,547
+917
+10% +$148K 0.01% 565
2025
Q2 		$1.48M Buy
9,630
+7,472
+346% +$1.16M 0.01% 555
2025
Q1 		$334K Buy
2,158
+482
+29% +$70.3K ﹤0.01% 1017
2024
Q4 		$233K Buy
+1,676
New +$238K ﹤0.01% 1144

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
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

Sequoia Financial Advisors's ATO Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Atmos Energy (ATO) stake by 2.4% in Q2 2026, selling an estimated $45.5K and leaving 10,364 shares worth $1.79M. The position accounts for 0.01% of the portfolio, ranked #681.

Sequoia Financial Advisors first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q4 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Sequoia Financial Advisors held 10,364 shares of Atmos Energy worth $1.79M as of Q2 2026.
  • Sequoia Financial Advisors sold 254 Atmos Energy shares in Q2 2026, an estimated $45.5K.
  • Atmos Energy made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #681 holding.
  • Sequoia Financial Advisors first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • Sequoia Financial Advisors's Atmos Energy position peaked at $2.01M in Q4 2025.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.