American Capital Advisory’s Atmos Energy ATO Stock Holding History

American Capital Advisory’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	$690	Buy	4 +1	+33%	+$179	﹤0.01%	885
2026 Q1	$555	Buy	3 +1	+50%	+$177	﹤0.01%	825
2025 Q4	$336	Hold	2	–	–	﹤0.01%	847
2025 Q3	$342	Sell	2 -2	-50%	-$323	﹤0.01%	770
2025 Q2	$617	Buy	+4	New	+$621	﹤0.01%	577

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

American Capital Advisory's ATO Position: Q2 2026 in Review

American Capital Advisory increased its Atmos Energy (ATO) stake by 33% in Q2 2026, buying an estimated $179 and bringing the position to 4 shares worth $690. The position accounts for ﹤0.01% of the portfolio, ranked #885.

American Capital Advisory first reported a position in ATO in Q2 2025 and has held it in 5 quarters since. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

American Capital Advisory held 4 shares of Atmos Energy worth $690 as of Q2 2026.
American Capital Advisory bought 1 Atmos Energy share in Q2 2026, an estimated $179.
Atmos Energy made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #885 holding.
American Capital Advisory first reported a position in Atmos Energy in Q2 2025 and has held it in 5 quarters since.
563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.