SIA
ATO icon

Strategic Investment Advisors’s Atmos Energy ATO Stock Holding History

Strategic Investment 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 		$243K Sell
1,412
-57
-4% -$10.2K 0.01% 293
2026
Q1 		$271K Sell
1,469
-106
-7% -$18.7K 0.02% 275
2025
Q4 		$264K Sell
1,575
-1,197
-43% -$207K 0.02% 218
2025
Q3 		$473K Sell
2,772
-436
-14% -$70.4K 0.04% 176
2025
Q2 		$494K Sell
3,208
-635
-17% -$98.6K 0.05% 162
2025
Q1 		$594K Sell
3,843
-75
-2% -$10.9K 0.06% 146
2024
Q4 		$546K Buy
3,918
+593
+18% +$84.4K 0.06% 164
2024
Q3 		$461K Sell
3,325
-222
-6% -$28.5K 0.05% 183
2024
Q2 		$414K Buy
+3,547
New +$413K 0.05% 187

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Strategic Investment Advisors's ATO Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Atmos Energy (ATO) stake by 3.9% in Q2 2026, selling an estimated $10.2K and leaving 1,412 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #293.

Strategic Investment Advisors first reported a position in ATO in Q2 2024 and has held it in 9 quarters since. The position peaked at $594K in Q1 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Strategic Investment Advisors held 1,412 shares of Atmos Energy worth $243K as of Q2 2026.
  • Strategic Investment Advisors sold 57 Atmos Energy shares in Q2 2026, an estimated $10.2K.
  • Atmos Energy made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #293 holding.
  • Strategic Investment Advisors first reported a position in Atmos Energy in Q2 2024 and has held it in 9 quarters since.
  • Strategic Investment Advisors's Atmos Energy position peaked at $594K in Q1 2025.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.