Sigma Planning Corp
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Sigma Planning Corp’s Atmos Energy ATO Stock Holding History

Sigma Planning Corp’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 		$599K Buy
3,827
+9
+0.2% +$1.53K 0.02% 777
2026
Q2 		$658K Sell
3,818
-16
-0.4% -$2.86K 0.02% 787
2026
Q1 		$708K Sell
3,834
-5
-0.1% -$884 0.02% 704
2025
Q4 		$644K Sell
3,839
-13
-0.3% -$2.25K 0.02% 708
2025
Q3 		$658K Sell
3,852
-142
-4% -$22.9K 0.02% 701
2025
Q2 		$616K Buy
3,994
+31
+0.8% +$4.82K 0.02% 694
2025
Q1 		$613K Buy
3,963
+561
+16% +$81.8K 0.02% 646
2024
Q4 		$474K Sell
3,402
-1,778
-34% -$253K 0.01% 762
2024
Q3 		$718K Sell
5,180
-332
-6% -$42.7K 0.02% 607
2024
Q2 		$643K Buy
5,512
+1,822
+49% +$212K 0.02% 627
2024
Q1 		$439K Buy
3,690
+910
+33% +$104K 0.01% 814
2023
Q4 		$322K Sell
2,780
-821
-23% -$91.7K 0.03% 600
2023
Q3 		$381K Buy
3,601
+160
+5% +$18.7K 0.01% 830
2023
Q2 		$400K Sell
3,441
-615
-15% -$71.2K 0.01% 828
2023
Q1 		$456K Buy
4,056
+1,323
+48% +$150K 0.02% 842
2022
Q4 		$306K Sell
2,733
-224
-8% -$24.6K 0.01% 958
2022
Q3 		$301K Buy
2,957
+168
+6% +$19.2K 0.01% 946
2022
Q2 		$313K Sell
2,789
-75
-3% -$8.59K 0.01% 968
2022
Q1 		$342K Sell
2,864
-1,615
-36% -$176K 0.01% 998
2021
Q4 		$469K Sell
4,479
-280
-6% -$26.5K 0.01% 881
2021
Q3 		$420K Buy
4,759
+545
+13% +$52.7K 0.01% 895
2021
Q2 		$405K Buy
4,214
+1,398
+50% +$140K 0.01% 923
2021
Q1 		$278K Sell
2,816
-28
-1% -$2.55K 0.01% 1033
2020
Q4 		$271K Buy
2,844
+167
+6% +$16.1K 0.01% 958
2020
Q3 		$256K Buy
2,677
+12
+0.5% +$1.2K 0.01% 848
2020
Q2 		$265K Buy
2,665
+104
+4% +$10.5K 0.01% 826
2020
Q1 		$254K Buy
+2,561
New +$282K 0.02% 706

Other funds holding ATO

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Sigma Planning Corp's ATO Position: Q3 2026 in Review

Sigma Planning Corp increased its Atmos Energy (ATO) stake by 0.24% in Q3 2026, buying an estimated $1.53K and bringing the position to 3,827 shares worth $599K. The position accounts for 0.02% of the portfolio, ranked #777.

Sigma Planning Corp first reported a position in ATO in Q1 2020 and has held it in 27 quarters since. The position peaked at $718K in Q3 2024. 238 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Sigma Planning Corp held 3,827 shares of Atmos Energy worth $599K as of Q3 2026.
  • Sigma Planning Corp bought 9 Atmos Energy shares in Q3 2026, an estimated $1.53K.
  • Atmos Energy made up 0.02% of Sigma Planning Corp's portfolio in Q3 2026, its #777 holding.
  • Sigma Planning Corp first reported a position in Atmos Energy in Q1 2020 and has held it in 27 quarters since.
  • Sigma Planning Corp's Atmos Energy position peaked at $718K in Q3 2024.
  • 238 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Sigma Planning Corp's 13F filing for Q3 2026, filed 23 Oct 2026.