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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
Q2 		$658K Sell
3,818
-16
-0.4% -$2.87K 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

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

Sigma Planning Corp's ATO Position: Q2 2026 in Review

Sigma Planning Corp reduced its Atmos Energy (ATO) stake by 0.42% in Q2 2026, selling an estimated $2.87K and leaving 3,818 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #787.

Sigma Planning Corp first reported a position in ATO in Q1 2020 and has held it in 26 quarters since. The position peaked at $718K in Q3 2024. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Sigma Planning Corp held 3,818 shares of Atmos Energy worth $658K as of Q2 2026.
  • Sigma Planning Corp sold 16 Atmos Energy shares in Q2 2026, an estimated $2.87K.
  • Atmos Energy made up 0.02% of Sigma Planning Corp's portfolio in Q2 2026, its #787 holding.
  • Sigma Planning Corp first reported a position in Atmos Energy in Q1 2020 and has held it in 26 quarters since.
  • Sigma Planning Corp's Atmos Energy position peaked at $718K in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.