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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
Q2 		$315K Buy
1,830
+1,060
+138% +$190K ﹤0.01% 913
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
-14
Closed -$1.48K – 1521
2023
Q3 		$1.48K Buy
+14
New +$1.63K ﹤0.01% 1300
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 $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

Clearstead Advisors's ATO Position: Q2 2026 in Review

Clearstead Advisors increased its Atmos Energy (ATO) stake by 138% in Q2 2026, buying an estimated $190K and bringing the position to 1,830 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #913.

Clearstead Advisors first reported a position in ATO in Q4 2020 and has held it in 17 quarters since. The position peaked at $694K in Q2 2022. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Clearstead Advisors held 1,830 shares of Atmos Energy worth $315K as of Q2 2026.
  • Clearstead Advisors bought 1,060 Atmos Energy shares in Q2 2026, an estimated $190K.
  • Atmos Energy made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #913 holding.
  • Clearstead Advisors first reported a position in Atmos Energy in Q4 2020 and has held it in 17 quarters since.
  • Clearstead Advisors's Atmos Energy position peaked at $694K in Q2 2022.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.