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 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%	-$2.75K	﹤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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aptus Capital Advisors's ATO Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Atmos Energy (ATO) stake by 0.15% in Q2 2026, selling an estimated $895 and leaving 3,394 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #748.

Aptus Capital Advisors first reported a position in ATO in Q3 2022 and has held it in 12 quarters since. The position peaked at $628K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Aptus Capital Advisors held 3,394 shares of Atmos Energy worth $585K as of Q2 2026.
Aptus Capital Advisors sold 5 Atmos Energy shares in Q2 2026, an estimated $895.
Atmos Energy made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #748 holding.
Aptus Capital Advisors first reported a position in Atmos Energy in Q3 2022 and has held it in 12 quarters since.
Aptus Capital Advisors's Atmos Energy position peaked at $628K in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.