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Clearstead Advisors’s Atmos Energy ATO Stock Holding History

Clearstead Advisors’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
Q1 		$142K Buy
770
+275
+56% +$48.6K ﹤0.01% 1059
2025
Q4 		$83K Buy
495
+204
+70% +$35.3K ﹤0.01% 1181
2025
Q3 		$49.7K Buy
291
+32
+12% +$5.17K ﹤0.01% 1285
2025
Q2 		$39.9K Buy
259
+129
+99% +$20K ﹤0.01% 1356
2025
Q1 		$20.1K Buy
130
+70
+117% +$10.2K ﹤0.01% 1422
2024
Q4 		$8.36K Sell
60
-4
-6% -$569 ﹤0.01% 1623
2024
Q3 		$8.88K Buy
64
+9
+16% +$1.16K ﹤0.01% 1607
2024
Q2 		$6.42K Buy
+55
New +$6.41K ﹤0.01% 1645
2023
Q4 		– Sell
-5,871
Closed -$622K – 1527
2023
Q3 		$622K Buy
+5,871
New +$685K 0.02% 370
2022
Q3 		– Sell
-6,194
Closed -$694K – 1250
2022
Q2 		$694K Buy
6,194
+443
+8% +$50.8K 0.05% 210
2022
Q1 		$687K Buy
5,751
+18
+0.3% +$1.97K 0.05% 223
2021
Q4 		$601K Buy
5,733
+20
+0.4% +$1.9K 0.04% 230
2021
Q3 		$504K Buy
5,713
+19
+0.3% +$1.84K 0.04% 238
2021
Q2 		$547K Buy
5,694
+19
+0.3% +$1.91K 0.04% 213
2021
Q1 		$561K Buy
5,675
+20
+0.4% +$1.82K 0.05% 205
2020
Q4 		$540K Buy
+5,655
New +$545K 0.05% 200

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return