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Sowell Financial Services’s Atmos Energy ATO Stock Holding History

Sowell Financial Services’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 		$428K Buy
2,487
+173
+7% +$31K 0.01% 701
2026
Q1 		$427K Buy
2,314
+87
+4% +$15.4K 0.02% 696
2025
Q4 		$373K Buy
2,227
+137
+7% +$23.7K 0.01% 742
2025
Q3 		$357K Buy
2,090
+91
+5% +$14.7K 0.01% 756
2025
Q2 		$308K Buy
1,999
+232
+13% +$36K 0.01% 773
2025
Q1 		$273K Buy
+1,767
New +$258K 0.01% 803
2021
Q2 		– Sell
-26
Closed -$3K – 678
2021
Q1 		$3K Hold
26
– – ﹤0.01% 2712
2020
Q4 		$2K Buy
26
+13
+100% +$1.25K ﹤0.01% 2440
2020
Q3 		$1K Sell
13
-5
-28% -$499 ﹤0.01% 2319
2020
Q2 		$2K Sell
18
-3,403
-99% -$343K ﹤0.01% 2116
2020
Q1 		$339K Buy
3,421
+3,408
+26,215% +$375K 0.03% 506
2019
Q4 		$1K Sell
13
-29
-69% -$3.18K ﹤0.01% 2290
2019
Q3 		$5K Buy
+42
New +$4.59K ﹤0.01% 1742

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

Sowell Financial Services's ATO Position: Q2 2026 in Review

Sowell Financial Services increased its Atmos Energy (ATO) stake by 7.5% in Q2 2026, buying an estimated $31K and bringing the position to 2,487 shares worth $428K. The position accounts for 0.01% of the portfolio, ranked #701.

Sowell Financial Services first reported a position in ATO in Q3 2019 and has held it in 13 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Sowell Financial Services held 2,487 shares of Atmos Energy worth $428K as of Q2 2026.
  • Sowell Financial Services bought 173 Atmos Energy shares in Q2 2026, an estimated $31K.
  • Atmos Energy made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #701 holding.
  • Sowell Financial Services first reported a position in Atmos Energy in Q3 2019 and has held it in 13 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.