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Cetera Trust Company’s Atmos Energy ATO Stock Holding History

Cetera Trust Company’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 		$43.1K Hold
250
– – 0.02% 231
2026
Q1 		$46.2K Hold
250
– – 0.03% 223
2025
Q4 		$41.9K Sell
250
-50
-17% -$8.64K 0.02% 220
2025
Q3 		$51.2K Hold
300
– – 0.03% 225
2025
Q2 		$46.2K Hold
300
– – 0.03% 225
2025
Q1 		$46.4K Hold
300
– – 0.03% 227
2024
Q4 		$41.8K Hold
300
– – 0.03% 226
2024
Q3 		$41.6K Sell
300
-100
-25% -$12.8K 0.03% 238
2024
Q2 		$46.7K Sell
400
-150
-27% -$17.5K 0.03% 231
2024
Q1 		$65.4K Hold
550
– – 0.04% 218
2023
Q4 		$63.7K Buy
+550
New +$61.5K 0.04% 216

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 Trust Company's ATO Position: Q2 2026 in Review

Cetera Trust Company held its Atmos Energy (ATO) position steady in Q2 2026 at 250 shares worth $43.1K. The position accounts for 0.02% of the portfolio, ranked #231.

Cetera Trust Company first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $65.4K in Q1 2024. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Cetera Trust Company held 250 shares of Atmos Energy worth $43.1K as of Q2 2026.
  • Cetera Trust Company left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.02% of Cetera Trust Company's portfolio in Q2 2026, its #231 holding.
  • Cetera Trust Company first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
  • Cetera Trust Company's Atmos Energy position peaked at $65.4K in Q1 2024.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.