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Aventail Capital Group’s Atmos Energy ATO Stock Holding History

Aventail Capital Group’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 		$35M Sell
202,896
-44,942
-18% -$8.05M 2.01% 8
2026
Q1 		$45.8M Buy
247,838
+56,701
+30% +$10M 2.19% 4
2025
Q4 		$32M Sell
191,137
-146,961
-43% -$25.4M 1.85% 16
2025
Q3 		$57.7M Buy
338,098
+65,985
+24% +$10.7M 2.68% 7
2025
Q2 		$41.9M Buy
272,113
+28,793
+12% +$4.47M 1.85% 16
2025
Q1 		$37.6M Buy
+243,320
New +$35.5M 1.85% 20
2021
Q1 		– Sell
-30,000
Closed -$2.86M – 57
2020
Q4 		$2.86M Buy
+30,000
New +$2.89M 1.49% 23

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aventail Capital Group's ATO Position: Q2 2026 in Review

Aventail Capital Group reduced its Atmos Energy (ATO) stake by 18% in Q2 2026, selling an estimated $8.05M and leaving 202,896 shares worth $35M. The position accounts for 2.01% of the portfolio, ranked #8.

Aventail Capital Group first reported a position in ATO in Q4 2020 and has held it in 7 quarters since. The position peaked at $57.7M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Aventail Capital Group held 202,896 shares of Atmos Energy worth $35M as of Q2 2026.
  • Aventail Capital Group sold 44,942 Atmos Energy shares in Q2 2026, an estimated $8.05M.
  • Atmos Energy made up 2.01% of Aventail Capital Group's portfolio in Q2 2026, its #8 holding.
  • Aventail Capital Group first reported a position in Atmos Energy in Q4 2020 and has held it in 7 quarters since.
  • Aventail Capital Group's Atmos Energy position peaked at $57.7M in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Aventail Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.