Capital Analysts LLC’s Atmos Energy ATO Stock Holding History

Capital Analysts LLC’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	$13K	Hold	70	–	–	﹤0.01%	1208
2025 Q4	$12K	Hold	70	–	–	﹤0.01%	1203
2025 Q3	$12K	Hold	70	–	–	﹤0.01%	1163
2025 Q2	$11K	Hold	70	–	–	﹤0.01%	1121
2025 Q1	$11K	Hold	70	–	–	﹤0.01%	1104
2024 Q4	$10K	Hold	70	–	–	﹤0.01%	1051
2024 Q3	$10K	Hold	70	–	–	﹤0.01%	1021
2024 Q2	$8K	Hold	70	–	–	﹤0.01%	978
2024 Q1	$8K	Hold	70	–	–	﹤0.01%	941
2023 Q4	$8K	Hold	70	–	–	﹤0.01%	916
2023 Q3	$7K	Hold	70	–	–	﹤0.01%	923
2023 Q2	$8K	Hold	70	–	–	﹤0.01%	837
2023 Q1	$8K	Hold	70	–	–	﹤0.01%	820
2022 Q4	$8K	Hold	70	–	–	﹤0.01%	875
2022 Q3	$7K	Hold	70	–	–	﹤0.01%	846
2022 Q2	$8K	Hold	70	–	–	﹤0.01%	818
2022 Q1	$8K	Hold	70	–	–	﹤0.01%	767
2021 Q4	$7K	Hold	70	–	–	﹤0.01%	844
2021 Q3	$6K	Sell	70 -15	-18%	-$1.45K	﹤0.01%	835
2021 Q2	$8K	Hold	85	–	–	﹤0.01%	771
2021 Q1	$8K	Hold	85	–	–	﹤0.01%	813
2020 Q4	$8K	Buy	85 +15	+21%	+$1.45K	﹤0.01%	583
2020 Q3	$7K	Hold	70	–	–	﹤0.01%	615
2020 Q2	$7K	Hold	70	–	–	﹤0.01%	577
2020 Q1	$7K	Hold	70	–	–	﹤0.01%	546
2019 Q4	$8K	Hold	70	–	–	﹤0.01%	568
2019 Q3	$7K	Hold	70	–	–	﹤0.01%	577
2019 Q2	$7K	Hold	70	–	–	﹤0.01%	557
2019 Q1	$7K	Buy	+70	New	+$6.82K	﹤0.01%	535

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $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

Capital Analysts LLC's ATO Position: Q1 2026 in Review

Capital Analysts LLC held its Atmos Energy (ATO) position steady in Q1 2026 at 70 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #1208.

Capital Analysts LLC first reported a position in ATO in Q1 2019 and has held it in 29 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Capital Analysts LLC held 70 shares of Atmos Energy worth $13K as of Q1 2026.
Capital Analysts LLC left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1208 holding.
Capital Analysts LLC first reported a position in Atmos Energy in Q1 2019 and has held it in 29 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.