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Clearstead Trust’s Atmos Energy ATO Stock Holding History

Clearstead Trust’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 		$820K Buy
4,762
+12
+0.3% +$2.15K 0.11% 82
2026
Q1 		$877K Buy
4,750
+11
+0.2% +$1.94K 0.14% 80
2025
Q4 		$794K Buy
4,739
+56
+1% +$9.68K 0.13% 91
2025
Q3 		$800K Buy
4,683
+11
+0.2% +$1.78K 0.14% 84
2025
Q2 		$720K Buy
4,672
+40
+0.9% +$6.21K 0.14% 86
2025
Q1 		$716K Buy
4,632
+11
+0.2% +$1.6K 0.16% 80
2024
Q4 		$644K Buy
4,621
+12
+0.3% +$1.71K 0.14% 80
2024
Q3 		$639K Buy
4,609
+12
+0.3% +$1.54K 0.15% 73
2024
Q2 		$536K Sell
4,597
-70
-1% -$8.16K 0.13% 72
2024
Q1 		$555K Sell
4,667
-85
-2% -$9.75K 0.15% 76
2023
Q4 		$551K Sell
4,752
-1,091
-19% -$122K 0.15% 89
2023
Q3 		$619K Buy
5,843
+13
+0.2% +$1.52K 0.2% 70
2023
Q2 		$678K Sell
5,830
-413
-7% -$47.8K 0.22% 72
2023
Q1 		$701K Buy
6,243
+13
+0.2% +$1.48K 0.22% 74
2022
Q4 		$698K Buy
6,230
+19
+0.3% +$2.09K 0.23% 65
2022
Q3 		$633K Buy
+6,211
New +$712K 0.22% 64

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 Trust's ATO Position: Q2 2026 in Review

Clearstead Trust increased its Atmos Energy (ATO) stake by 0.25% in Q2 2026, buying an estimated $2.15K and bringing the position to 4,762 shares worth $820K. The position accounts for 0.11% of the portfolio, ranked #82.

Clearstead Trust first reported a position in ATO in Q3 2022 and has held it in 16 quarters since. The position peaked at $877K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Clearstead Trust held 4,762 shares of Atmos Energy worth $820K as of Q2 2026.
  • Clearstead Trust bought 12 Atmos Energy shares in Q2 2026, an estimated $2.15K.
  • Atmos Energy made up 0.11% of Clearstead Trust's portfolio in Q2 2026, its #82 holding.
  • Clearstead Trust first reported a position in Atmos Energy in Q3 2022 and has held it in 16 quarters since.
  • Clearstead Trust's Atmos Energy position peaked at $877K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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