Lido Advisors
ATO icon

Lido Advisors’s Atmos Energy ATO Stock Holding History

Lido 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
Q3 		$2.26M Buy
14,419
+3,007
+26% +$510K 0.01% 751
2026
Q2 		$1.97M Buy
11,412
+1,826
+19% +$327K 0.01% 806
2026
Q1 		$1.77M Sell
9,586
-1,551
-14% -$274K 0.01% 745
2025
Q4 		$1.9M Buy
11,137
+212
+2% +$36.7K 0.01% 735
2025
Q3 		$1.87M Buy
10,925
+668
+7% +$108K 0.01% 701
2025
Q2 		$1.58M Sell
10,257
-381
-4% -$59.2K 0.01% 668
2025
Q1 		$1.64M Sell
10,638
-145
-1% -$21.2K 0.01% 592
2024
Q4 		$1.5M Sell
10,783
-161
-1% -$22.9K 0.01% 611
2024
Q3 		$1.52M Buy
10,944
+8,466
+342% +$1.09M 0.01% 552
2024
Q2 		$289K Sell
2,478
-5,585
-69% -$651K ﹤0.01% 1143
2024
Q1 		$958K Sell
8,063
-9,068
-53% -$1.04M 0.01% 669
2023
Q4 		$1.99M Sell
17,131
-2,470
-13% -$276K 0.01% 419
2023
Q3 		$2.08M Buy
19,601
+4,479
+30% +$523K 0.02% 369
2023
Q2 		$1.76M Buy
15,122
+12,791
+549% +$1.48M 0.01% 397
2023
Q1 		$262K Buy
+2,331
New +$265K ﹤0.01% 914
2020
Q3 		– Sell
-2,115
Closed -$211K – 641
2020
Q2 		$211K Buy
2,115
+16
+0.8% +$1.61K 0.01% 537
2020
Q1 		$208K Sell
2,099
-617
-23% -$67.8K 0.01% 508
2019
Q4 		$304K Buy
2,716
+92
+4% +$10.1K 0.01% 496
2019
Q3 		$299K Buy
2,624
+31
+1% +$3.39K 0.02% 449
2019
Q2 		$273K Buy
2,593
+130
+5% +$13.3K 0.02% 446
2019
Q1 		$253K Hold
2,463
– – 0.02% 426
2018
Q4 		$228K Buy
+2,463
New +$235K 0.02% 370

Other funds holding ATO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Lido Advisors's ATO Position: Q3 2026 in Review

Lido Advisors increased its Atmos Energy (ATO) stake by 26% in Q3 2026, buying an estimated $510K and bringing the position to 14,419 shares worth $2.26M. The position accounts for 0.01% of the portfolio, ranked #751.

Lido Advisors first reported a position in ATO in Q4 2018 and has held it in 22 quarters since. 891 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Lido Advisors held 14,419 shares of Atmos Energy worth $2.26M as of Q3 2026.
  • Lido Advisors bought 3,007 Atmos Energy shares in Q3 2026, an estimated $510K.
  • Atmos Energy made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #751 holding.
  • Lido Advisors first reported a position in Atmos Energy in Q4 2018 and has held it in 22 quarters since.
  • 891 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.