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Cape Investment Advisory’s Atmos Energy ATO Stock Holding History

Cape Investment 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 		$57.2K Buy
+332
New +$59.5K 0.02% 463
2026
Q1 		– Sell
-149
Closed -$25K – 291
2025
Q4 		$25K Buy
149
+127
+577% +$22K 0.01% 567
2025
Q3 		$3.76K Buy
22
+21
+2,100% +$3.39K ﹤0.01% 570
2025
Q2 		$154 Hold
1
– – ﹤0.01% 1125
2025
Q1 		$155 Hold
1
– – ﹤0.01% 1059
2024
Q4 		$139 Buy
+1
New +$142 ﹤0.01% 1070

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Cape Investment Advisory's ATO Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Atmos Energy (ATO) in Q2 2026: 332 shares worth $57.2K. The stake represents 0.02% of the portfolio and ranks #463 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in ATO as recently as Q4 2025.

Cape Investment Advisory first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Cape Investment Advisory held 332 shares of Atmos Energy worth $57.2K as of Q2 2026.
  • Atmos Energy was a new Cape Investment Advisory position in Q2 2026.
  • Atmos Energy made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #463 holding.
  • Cape Investment Advisory first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.