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Capital Innovations’s Atmos Energy ATO Stock Holding History

Capital Innovations’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 		$685K Buy
+3,975
New +$712K 0.18% 47
2026
Q1 		– Sell
-3,975
Closed -$666K – 57
2025
Q4 		$666K Buy
+3,975
New +$687K 0.19% 48

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

Capital Innovations's ATO Position: Q2 2026 in Review

Capital Innovations opened a new position in Atmos Energy (ATO) in Q2 2026: 3,975 shares worth $685K. The stake represents 0.18% of the portfolio and ranks #47 among its holdings. This is a return to the name: Capital Innovations previously reported a position in ATO as recently as Q4 2025.

Capital Innovations first reported a position in ATO in Q4 2025 and has held it in 2 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Capital Innovations held 3,975 shares of Atmos Energy worth $685K as of Q2 2026.
  • Atmos Energy was a new Capital Innovations position in Q2 2026.
  • Atmos Energy made up 0.18% of Capital Innovations's portfolio in Q2 2026, its #47 holding.
  • Capital Innovations first reported a position in Atmos Energy in Q4 2025 and has held it in 2 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Capital Innovations's 13F filing for Q2 2026, filed 11 Aug 2026.