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CAL
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
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
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$5.7T AUM
30.48%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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$4.04T AUM
Wellington Management Group
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26.23%
1-Year Est. Return
VPM
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$1.91T AUM
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Aristotle Capital Management
Los Angeles, California
$47.8B AUM
13.38%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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