CAL
ATO icon

Capital Advisors Ltd’s Atmos Energy ATO Stock Holding History

Capital Advisors Ltd’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 		$13K Buy
73
+63
+630% +$11.3K ﹤0.01% 783
2026
Q1 		$2K Hold
10
– – ﹤0.01% 1072
2025
Q4 		$2K Hold
10
– – ﹤0.01% 1051
2025
Q3 		$2K Hold
10
– – ﹤0.01% 1040
2025
Q2 		$2K Hold
10
– – ﹤0.01% 1037
2025
Q1 		$2K Hold
10
– – ﹤0.01% 1030
2024
Q4 		$1K Hold
10
– – ﹤0.01% 1141
2024
Q3 		$1K Buy
10
+1
+11% +$128 ﹤0.01% 1142
2024
Q2 		$1K Buy
9
+2
+29% +$233 ﹤0.01% 1119
2024
Q1 		$1K Buy
+7
New +$803 ﹤0.01% 1119
2023
Q3 		– Sell
-38
Closed -$4K – 1277
2023
Q2 		$4K Buy
+38
New +$4.4K ﹤0.01% 865
2023
Q1 		– Sell
-15
Closed -$2K – 1200
2022
Q4 		$2K Sell
15
-3
-17% -$330 ﹤0.01% 823
2022
Q3 		$2K Buy
18
+15
+500% +$1.72K ﹤0.01% 805
2022
Q2 		$0 Hold
3
– – ﹤0.01% 998
2022
Q1 		$0 Hold
3
– – ﹤0.01% 904
2021
Q4 		$0 Buy
+3
New +$284 ﹤0.01% 809

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

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

Capital Advisors Ltd increased its Atmos Energy (ATO) stake by 630% in Q2 2026, buying an estimated $11.3K and bringing the position to 73 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Capital Advisors Ltd first reported a position in ATO in Q4 2021 and has held it in 16 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Capital Advisors Ltd held 73 shares of Atmos Energy worth $13K as of Q2 2026.
  • Capital Advisors Ltd bought 63 Atmos Energy shares in Q2 2026, an estimated $11.3K.
  • Atmos Energy made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #783 holding.
  • Capital Advisors Ltd first reported a position in Atmos Energy in Q4 2021 and has held it in 16 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.