ACA
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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
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% -$2.75K ﹤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

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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VCM
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Wellington Management Group
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VPM
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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