Continuum Advisory’s Atmos Energy ATO Stock Holding History

Continuum Advisory’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	$25.3K	Buy	+147	New	+$26.3K	﹤0.01%	980
2025 Q1	–	Sell	-64	Closed	-$8.91K	–	1679
2024 Q4	$8.91K	Hold	64	–	–	﹤0.01%	1021
2024 Q3	$9.24K	Buy	64 +2	+3%	+$257	﹤0.01%	1016
2024 Q2	$7.23K	Sell	62 -1	-2%	-$117	﹤0.01%	1020
2024 Q1	$7.54K	Sell	63 -1,919	-97%	-$220K	﹤0.01%	1007
2023 Q4	$230K	Hold	1,982	–	–	0.03%	418
2023 Q3	$210K	Sell	1,982 -97	-5%	-$11.3K	0.03%	422
2023 Q2	$242K	Hold	2,079	–	–	0.04%	402
2023 Q1	$234K	Hold	2,079	–	–	0.04%	390
2022 Q4	$233K	Hold	2,079	–	–	0.04%	382
2022 Q3	$212K	Hold	2,079	–	–	0.04%	380
2022 Q2	$233K	Hold	2,079	–	–	0.04%	369
2022 Q1	$236K	Hold	2,079	–	–	0.04%	347
2021 Q4	$218K	Sell	2,079 -540	-21%	-$51.2K	0.05%	279
2021 Q3	$231K	Hold	2,619	–	–	0.06%	265
2021 Q2	$252K	Sell	2,619 -120	-4%	-$12K	0.08%	233
2021 Q1	$278K	Hold	2,739	–	–	0.12%	145
2020 Q4	$261K	Hold	2,739	–	–	0.12%	131
2020 Q3	$261K	Hold	2,739	–	–	0.14%	122
2020 Q2	$276K	Hold	2,739	–	–	0.17%	111
2020 Q1	$259K	Hold	2,739	–	–	0.17%	111
2019 Q4	$306K	Hold	2,739	–	–	0.18%	105
2019 Q3	$309K	Hold	2,739	–	–	0.21%	95
2019 Q2	$288K	Buy	+2,739	New	+$280K	0.2%	97

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Continuum Advisory's ATO Position: Q2 2026 in Review

Continuum Advisory opened a new position in Atmos Energy (ATO) in Q2 2026: 147 shares worth $25.3K. The stake represents ﹤0.01% of the portfolio and ranks #980 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in ATO as recently as Q4 2024.

Continuum Advisory first reported a position in ATO in Q2 2019 and has held it in 24 quarters since. The position peaked at $309K in Q3 2019. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Continuum Advisory held 147 shares of Atmos Energy worth $25.3K as of Q2 2026.
Atmos Energy was a new Continuum Advisory position in Q2 2026.
Atmos Energy made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #980 holding.
Continuum Advisory first reported a position in Atmos Energy in Q2 2019 and has held it in 24 quarters since.
Continuum Advisory's Atmos Energy position peaked at $309K in Q3 2019.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.