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Gradient Investments LLC

SEC CIK
0001542265
Latest filing
Jul 8, 2026

ATO holding history

Atmos Energy Corp in every 13F filed by Gradient Investments LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ATO overviewAll 13F holders of ATOFull Q2 2026 holdings

Shares (Q2 2026)
1,503
Value
$258.9K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of ATO by Gradient Investments LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,503$258.9K<0.1%+87+6.1%AddedHolders
Q1 20261,416$261.6K<0.1%00.0%UnchangedHolders
Q4 20251,416$237.4K<0.1%−2−0.1%ReducedHolders
Q3 20251,418$242.2K<0.1%+1,418NewHolders
Q3 20240$00.0%−1,199−100.0%Sold outHolders
Q2 20241,199$139.9K<0.1%−66−5.2%ReducedHolders
Q1 20241,265$150.4K<0.1%−1,066−45.7%ReducedHolders
Q4 20232,331$270.2K<0.1%−510−18.0%ReducedHolders
Q3 20232,841$301.0K<0.1%−358−11.2%ReducedHolders
Q2 20233,199$372.2K<0.1%−133,403−97.7%ReducedHolders
Q1 2023136,602$15.3M0.4%+134,197+5,579.9%AddedHolders
Q4 20222,405$269.6K<0.1%−65−2.6%ReducedHolders
Q3 20222,470$252.0K<0.1%00.0%UnchangedHolders
Q2 20222,470$277.0K<0.1%+1,100+80.3%AddedHolders
Q1 20221,370$164.0K<0.1%−131,238−99.0%ReducedHolders
Q4 2021132,608$13.9M0.4%+6,397+5.1%AddedHolders
Q3 2021126,211$11.1M0.3%+7,125+6.0%AddedHolders
Q2 2021119,086$11.4M0.3%+2,582+2.2%AddedHolders
Q1 2021116,504$11.5M0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.