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
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% 450
2019
Q2 		$273K Buy
2,593
+130
+5% +$13.3K 0.02% 445
2019
Q1 		$253K Hold
2,463
– – 0.02% 425
2018
Q4 		$228K Buy
+2,463
New +$235K 0.02% 369

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lido Advisors's ATO Position: Q1 2026 in Review

Lido Advisors reduced its Atmos Energy (ATO) stake by 14% in Q1 2026, selling an estimated $274K and leaving 9,586 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #745.

Lido Advisors first reported a position in ATO in Q4 2018 and has held it in 20 quarters since. The position peaked at $2.08M in Q3 2023. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Lido Advisors held 9,586 shares of Atmos Energy worth $1.77M as of Q1 2026.
  • Lido Advisors sold 1,551 Atmos Energy shares in Q1 2026, an estimated $274K.
  • Atmos Energy made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #745 holding.
  • Lido Advisors first reported a position in Atmos Energy in Q4 2018 and has held it in 20 quarters since.
  • Lido Advisors's Atmos Energy position peaked at $2.08M in Q3 2023.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.