Charles Schwab’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $183M | Buy |
1,059,660
+23,039
| +2% | +$4.13M | 0.02% | 494 |
|
|
2026
Q1 | $191M | Buy |
1,036,621
+55,777
| +6% | +$9.86M | 0.03% | 442 |
|
|
2025
Q4 | $164M | Buy |
980,844
+11,338
| +1% | +$1.96M | 0.03% | 485 |
|
|
2025
Q3 | $166M | Buy |
969,506
+9,038
| +0.9% | +$1.46M | 0.03% | 472 |
|
|
2025
Q2 | $148M | Buy |
960,468
+9,895
| +1% | +$1.54M | 0.03% | 503 |
|
|
2025
Q1 | $147M | Buy |
950,573
+34,878
| +4% | +$5.09M | 0.03% | 480 |
|
|
2024
Q4 | $128M | Buy |
915,695
+29,745
| +3% | +$4.23M | 0.02% | 541 |
|
|
2024
Q3 | $123M | Buy |
885,950
+34,555
| +4% | +$4.44M | 0.02% | 552 |
|
|
2024
Q2 | $99.3M | Buy |
851,395
+16,979
| +2% | +$1.98M | 0.02% | 656 |
|
|
2024
Q1 | $99.2M | Buy |
834,416
+29,274
| +4% | +$3.36M | 0.02% | 611 |
|
|
2023
Q4 | $93.3M | Buy |
805,142
+17,965
| +2% | +$2.01M | 0.02% | 587 |
|
|
2023
Q3 | $83.4M | Sell |
787,177
-348,210
| -31% | -$40.6M | 0.02% | 585 |
|
|
2023
Q2 | $132M | Buy |
1,135,387
+7,448
| +0.7% | +$862K | 0.04% | 415 |
|
|
2023
Q1 | $127M | Buy |
1,127,939
+28,267
| +3% | +$3.21M | 0.04% | 412 |
|
|
2022
Q4 | $123M | Buy |
1,099,672
+33,244
| +3% | +$3.66M | 0.04% | 411 |
|
|
2022
Q3 | $109M | Buy |
1,066,428
+26,100
| +3% | +$2.99M | 0.04% | 414 |
|
|
2022
Q2 | $117M | Buy |
1,040,328
+37,716
| +4% | +$4.32M | 0.04% | 395 |
|
|
2022
Q1 | $120M | Buy |
1,002,612
+50,209
| +5% | +$5.48M | 0.04% | 445 |
|
|
2021
Q4 | $99.8M | Buy |
952,403
+41,539
| +5% | +$3.94M | 0.03% | 531 |
|
|
2021
Q3 | $80.3M | Buy |
910,864
+26,735
| +3% | +$2.59M | 0.03% | 593 |
|
|
2021
Q2 | $85M | Buy |
884,129
+37,351
| +4% | +$3.75M | 0.03% | 572 |
|
|
2021
Q1 | $83.7M | Buy |
846,778
+33,121
| +4% | +$3.01M | 0.03% | 540 |
|
|
2020
Q4 | $77.6M | Buy |
813,657
+25,769
| +3% | +$2.48M | 0.03% | 532 |
|
|
2020
Q3 | $75.3M | Sell |
787,888
-23,726
| -3% | -$2.37M | 0.03% | 454 |
|
|
2020
Q2 | $80.8M | Buy |
811,614
+25,632
| +3% | +$2.59M | 0.04% | 425 |
|
|
2020
Q1 | $78M | Buy |
785,982
+12,773
| +2% | +$1.4M | 0.05% | 360 |
|
|
2019
Q4 | $86.5M | Buy |
773,209
+20,650
| +3% | +$2.26M | 0.05% | 379 |
|
|
2019
Q3 | $85.7M | Buy |
752,559
+20,609
| +3% | +$2.25M | 0.05% | 349 |
|
|
2019
Q2 | $77.3M | Buy |
731,950
+14,589
| +2% | +$1.49M | 0.05% | 381 |
|
|
2019
Q1 | $73.8M | Buy |
717,361
+222,912
| +45% | +$21.7M | 0.05% | 378 |
|
|
2018
Q4 | $45.8M | Buy |
494,449
+37,712
| +8% | +$3.6M | 0.04% | 490 |
|
|
2018
Q3 | $42.9M | Buy |
456,737
+36,095
| +9% | +$3.33M | 0.03% | 608 |
|
|
2018
Q2 | $37.9M | Buy |
420,642
+26,249
| +7% | +$2.27M | 0.03% | 639 |
|
|
2018
Q1 | $33.2M | Buy |
394,393
+22,615
| +6% | +$1.84M | 0.03% | 682 |
|
|
2017
Q4 | $31.9M | Buy |
371,778
+22,016
| +6% | +$1.94M | 0.03% | 660 |
|
|
2017
Q3 | $29.3M | Buy |
349,762
+21,368
| +7% | +$1.84M | 0.03% | 652 |
|
|
2017
Q2 | $27.2M | Buy |
328,394
+8,180
| +3% | +$671K | 0.03% | 647 |
|
|
2017
Q1 | $25.3M | Buy |
320,214
+25,769
| +9% | +$1.98M | 0.03% | 675 |
|
|
2016
Q4 | $21.8M | Buy |
294,445
+17,308
| +6% | +$1.25M | 0.02% | 705 |
|
|
2016
Q3 | $20.6M | Buy |
277,137
+15,160
| +6% | +$1.17M | 0.02% | 667 |
|
|
2016
Q2 | $21.3M | Buy |
261,977
+12,403
| +5% | +$920K | 0.03% | 593 |
|
|
2016
Q1 | $18.5M | Buy |
249,574
+5,114
| +2% | +$351K | 0.02% | 645 |
|
|
2015
Q4 | $15.4M | Buy |
244,460
+10,090
| +4% | +$620K | 0.02% | 732 |
|
|
2015
Q3 | $13.6M | Sell |
234,370
-64,954
| -22% | -$3.57M | 0.02% | 769 |
|
|
2015
Q2 | $15.3M | Buy |
299,324
+16,250
| +6% | +$871K | 0.02% | 717 |
|
|
2015
Q1 | $15.7M | Buy |
283,074
+35,331
| +14% | +$1.94M | 0.02% | 700 |
|
|
2014
Q4 | $13.8M | Buy |
247,743
+14,622
| +6% | +$770K | 0.02% | 687 |
|
|
2014
Q3 | $11.1M | Buy |
233,121
+6,868
| +3% | +$343K | 0.02% | 740 |
|
|
2014
Q2 | $12.1M | Buy |
226,253
+1,993
| +0.9% | +$101K | 0.02% | 690 |
|
|
2014
Q1 | $10.6M | Buy |
224,260
+33,398
| +17% | +$1.54M | 0.02% | 765 |
|
|
2013
Q4 | $8.67M | Buy |
190,862
+14,959
| +9% | +$660K | 0.02% | 822 |
|
|
2013
Q3 | $7.5M | Buy |
175,903
+13,481
| +8% | +$569K | 0.02% | 823 |
|
|
2013
Q2 | $6.62M | Buy |
+162,422
| New | +$6.92M | 0.01% | 814 |
|
Other funds holding ATO
Charles Schwab's ATO Position: Q2 2026 in Review
Charles Schwab increased its Atmos Energy (ATO) stake by 2.2% in Q2 2026, buying an estimated $4.13M and bringing the position to 1,059,660 shares worth $183M. The position accounts for 0.02% of the portfolio, ranked #494.
Charles Schwab first reported a position in ATO in Q2 2013 and has held it in 53 quarters since. The position peaked at $191M in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.
- Charles Schwab held 1,059,660 shares of Atmos Energy worth $183M as of Q2 2026.
- Charles Schwab bought 23,039 Atmos Energy shares in Q2 2026, an estimated $4.13M.
- Atmos Energy made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #494 holding.
- Charles Schwab first reported a position in Atmos Energy in Q2 2013 and has held it in 53 quarters since.
- Charles Schwab's Atmos Energy position peaked at $191M in Q1 2026.
- 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.
Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.