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Sienna Gestion’s Atmos Energy ATO Stock Holding History

Sienna Gestion’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 		$20.8M Sell
117,688
-9,324
-7% -$1.67M 1.22% 18
2026
Q1 		$23.7M Buy
127,012
+70,512
+125% +$12.5M 1.54% 9
2025
Q4 		$9.48M Sell
56,500
-11,717
-17% -$2.03M 0.56% 58
2025
Q3 		$10.6M Hold
68,217
– – 0.74% 35
2025
Q2 		$9.6M Buy
68,217
+5,618
+9% +$873K 0.66% 47
2025
Q1 		$9.41M Sell
62,599
-3,321
-5% -$484K 0.76% 39
2024
Q4 		$9.18M Hold
65,920
– – 0.62% 48
2024
Q3 		$9.12M Buy
65,920
+20,148
+44% +$2.59M 0.61% 60
2024
Q2 		$5.34M Hold
45,772
– – 0.47% 84
2024
Q1 		$5.44M Buy
+45,772
New +$5.25M 0.47% 84

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

Sienna Gestion's ATO Position: Q2 2026 in Review

Sienna Gestion reduced its Atmos Energy (ATO) stake by 7.3% in Q2 2026, selling an estimated $1.67M and leaving 117,688 shares worth $20.8M. The position accounts for 1.22% of the portfolio, ranked #18.

Sienna Gestion first reported a position in ATO in Q1 2024 and has held it in 10 quarters since. The position peaked at $23.7M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Sienna Gestion held 117,688 shares of Atmos Energy worth $20.8M as of Q2 2026.
  • Sienna Gestion sold 9,324 Atmos Energy shares in Q2 2026, an estimated $1.67M.
  • Atmos Energy made up 1.22% of Sienna Gestion's portfolio in Q2 2026, its #18 holding.
  • Sienna Gestion first reported a position in Atmos Energy in Q1 2024 and has held it in 10 quarters since.
  • Sienna Gestion's Atmos Energy position peaked at $23.7M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Sienna Gestion's 13F filing for Q2 2026, filed 13 Aug 2026.