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Elevated Capital Advisors’s Atmos Energy ATO Stock Holding History

Elevated Capital 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 		$33.2K Buy
193
+1
+0.5% +$179 0.01% 379
2026
Q1 		$35.5K Buy
192
+1
+0.5% +$177 0.01% 375
2025
Q4 		$32K Buy
+191
New +$33K 0.01% 369

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

Elevated Capital Advisors's ATO Position: Q2 2026 in Review

Elevated Capital Advisors increased its Atmos Energy (ATO) stake by 0.52% in Q2 2026, buying an estimated $179 and bringing the position to 193 shares worth $33.2K. The position accounts for 0.01% of the portfolio, ranked #379.

Elevated Capital Advisors first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.5K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Elevated Capital Advisors held 193 shares of Atmos Energy worth $33.2K as of Q2 2026.
  • Elevated Capital Advisors bought 1 Atmos Energy share in Q2 2026, an estimated $179.
  • Atmos Energy made up 0.01% of Elevated Capital Advisors's portfolio in Q2 2026, its #379 holding.
  • Elevated Capital Advisors first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • Elevated Capital Advisors's Atmos Energy position peaked at $35.5K in Q1 2026.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.