Cetera Investment Advisers
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Cetera Investment Advisers’s Atmos Energy ATO Stock Holding History

Cetera Investment Advisers’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 		$17.4M Sell
100,920
-1,104
-1% -$198K 0.02% 838
2026
Q1 		$18.8M Buy
102,024
+4,266
+4% +$754K 0.02% 713
2025
Q4 		$16.4M Buy
97,758
+4,088
+4% +$707K 0.02% 753
2025
Q3 		$16M Buy
93,670
+59,573
+175% +$9.62M 0.02% 732
2025
Q2 		$5.25M Buy
34,097
+6,201
+22% +$963K 0.01% 1160
2025
Q1 		$4.31M Buy
27,896
+9,097
+48% +$1.33M 0.01% 1208
2024
Q4 		$2.62M Buy
18,799
+186
+1% +$26.5K 0.01% 1451
2024
Q3 		$2.58M Buy
18,613
+1,357
+8% +$174K 0.01% 1429
2024
Q2 		$2.01M Sell
17,256
-4,305
-20% -$502K ﹤0.01% 1568
2024
Q1 		$2.56M Buy
21,561
+16,095
+294% +$1.85M 0.01% 1384
2023
Q4 		$633K Sell
5,466
-575
-10% -$64.3K 0.01% 1367
2023
Q3 		$640K Sell
6,041
-4,906
-45% -$572K 0.01% 1298
2023
Q2 		$1.27M Sell
10,947
-5,125
-32% -$593K 0.01% 961
2023
Q1 		$1.81M Buy
16,072
+599
+4% +$68.1K 0.02% 782
2022
Q4 		$1.73M Buy
15,473
+4,725
+44% +$520K 0.02% 760
2022
Q3 		$1K Buy
10,748
+7,373
+218% +$845K ﹤0.01% 1702
2022
Q2 		$378K Buy
+3,375
New +$387K 0.01% 1272
2020
Q4 		– Sell
-6,404
Closed -$612K – 1560
2020
Q3 		$612K Buy
6,404
+1,249
+24% +$125K 0.05% 339
2020
Q2 		$513K Buy
5,155
+938
+22% +$94.6K 0.05% 352
2020
Q1 		$418K Buy
4,217
+765
+22% +$84.1K 0.05% 332
2019
Q4 		$388K Buy
+3,452
New +$379K 0.04% 392
2016
Q3 		– Sell
-5,667
Closed -$461K – 283
2016
Q2 		$461K Buy
5,667
+1,382
+32% +$102K 0.18% 150
2016
Q1 		$319K Sell
4,285
-1,747
-29% -$120K 0.14% 185
2015
Q4 		$381K Buy
+6,032
New +$371K 0.18% 157

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

Cetera Investment Advisers's ATO Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Atmos Energy (ATO) stake by 1.1% in Q2 2026, selling an estimated $198K and leaving 100,920 shares worth $17.4M. The position accounts for 0.02% of the portfolio, ranked #838.

Cetera Investment Advisers first reported a position in ATO in Q4 2015 and has held it in 24 quarters since. The position peaked at $18.8M in Q1 2026. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Cetera Investment Advisers held 100,920 shares of Atmos Energy worth $17.4M as of Q2 2026.
  • Cetera Investment Advisers sold 1,104 Atmos Energy shares in Q2 2026, an estimated $198K.
  • Atmos Energy made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #838 holding.
  • Cetera Investment Advisers first reported a position in Atmos Energy in Q4 2015 and has held it in 24 quarters since.
  • Cetera Investment Advisers's Atmos Energy position peaked at $18.8M in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.