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Checchi Capital Advisers’s Atmos Energy ATO Stock Holding History

Checchi Capital 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 		$268K Sell
1,557
-273
-15% -$48.9K 0.01% 513
2026
Q1 		$338K Buy
1,830
+251
+16% +$44.4K 0.02% 444
2025
Q4 		$265K Buy
1,579
+60
+4% +$10.4K 0.01% 464
2025
Q3 		$259K Sell
1,519
-104
-6% -$16.8K 0.01% 476
2025
Q2 		$250K Sell
1,623
-104
-6% -$16.2K 0.01% 499
2025
Q1 		$267K Buy
1,727
+60
+4% +$8.75K 0.01% 487
2024
Q4 		$232K Sell
1,667
-89
-5% -$12.7K 0.01% 509
2024
Q3 		$244K Hold
1,756
– – 0.01% 502
2024
Q2 		$205K Hold
1,756
– – 0.01% 537
2024
Q1 		$209K Sell
1,756
-16
-0.9% -$1.83K 0.02% 538
2023
Q4 		$205K Buy
+1,772
New +$198K 0.02% 526
2016
Q3 		– Sell
-1,038
Closed -$84K – 454
2016
Q2 		$84K Buy
1,038
+86
+9% +$6.38K 0.01% 650
2016
Q1 		$71K Buy
+952
New +$65.4K 0.02% 709

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Checchi Capital Advisers's ATO Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Atmos Energy (ATO) stake by 15% in Q2 2026, selling an estimated $48.9K and leaving 1,557 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #513.

Checchi Capital Advisers first reported a position in ATO in Q1 2016 and has held it in 13 quarters since. The position peaked at $338K in Q1 2026. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Checchi Capital Advisers held 1,557 shares of Atmos Energy worth $268K as of Q2 2026.
  • Checchi Capital Advisers sold 273 Atmos Energy shares in Q2 2026, an estimated $48.9K.
  • Atmos Energy made up 0.01% of Checchi Capital Advisers's portfolio in Q2 2026, its #513 holding.
  • Checchi Capital Advisers first reported a position in Atmos Energy in Q1 2016 and has held it in 13 quarters since.
  • Checchi Capital Advisers's Atmos Energy position peaked at $338K in Q1 2026.
  • 563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.