Aptus Capital Advisors
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Aptus Capital Advisors’s Atmos Energy ATO Stock Holding History

Aptus Capital 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 		$552K Buy
3,526
+132
+4% +$22.4K ﹤0.01% 765
2026
Q2 		$585K Sell
3,394
-5
-0.1% -$895 ﹤0.01% 748
2026
Q1 		$628K Buy
3,399
+189
+6% +$33.4K ﹤0.01% 662
2025
Q4 		$538K Buy
3,210
+83
+3% +$14.4K ﹤0.01% 713
2025
Q3 		$534K Sell
3,127
-17
-0.5% -$2.74K ﹤0.01% 684
2025
Q2 		$485K Buy
3,144
+29
+0.9% +$4.5K ﹤0.01% 681
2025
Q1 		$481K Sell
3,115
-160
-5% -$23.3K 0.01% 648
2024
Q4 		$456K Buy
3,275
+260
+9% +$37K ﹤0.01% 658
2024
Q3 		$418K Sell
3,015
-26
-0.9% -$3.34K 0.01% 587
2024
Q2 		$355K Buy
3,041
+224
+8% +$26.1K 0.01% 577
2024
Q1 		$335K Buy
+2,817
New +$323K 0.01% 607
2023
Q1 		– Sell
-2,668
Closed -$299K – 798
2022
Q4 		$299K Sell
2,668
-73
-3% -$8.03K 0.01% 413
2022
Q3 		$279K Buy
+2,741
New +$314K 0.01% 392

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

Aptus Capital Advisors's ATO Position: Q3 2026 in Review

Aptus Capital Advisors increased its Atmos Energy (ATO) stake by 3.9% in Q3 2026, buying an estimated $22.4K and bringing the position to 3,526 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Aptus Capital Advisors first reported a position in ATO in Q3 2022 and has held it in 13 quarters since. The position peaked at $628K in Q1 2026. 891 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Aptus Capital Advisors held 3,526 shares of Atmos Energy worth $552K as of Q3 2026.
  • Aptus Capital Advisors bought 132 Atmos Energy shares in Q3 2026, an estimated $22.4K.
  • Atmos Energy made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q3 2026, its #765 holding.
  • Aptus Capital Advisors first reported a position in Atmos Energy in Q3 2022 and has held it in 13 quarters since.
  • Aptus Capital Advisors's Atmos Energy position peaked at $628K in Q1 2026.
  • 891 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Aptus Capital Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.