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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
Q1 		– Sell
-3,975
Closed -$666K – 57
2025
Q4 		$666K Buy
+3,975
New +$687K 0.19% 48

Other funds holding ATO

BlackRock
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State Street
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital Innovations's ATO Position: Q1 2026 in Review

Capital Innovations sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 3,975 shares — an estimated $666K sold.

Capital Innovations first reported a position in ATO in Q4 2025 and held it in 1 quarter. The position peaked at $666K in Q4 2025. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Capital Innovations reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Capital Innovations sold 3,975 Atmos Energy shares in Q1 2026, an estimated $666K.
  • Capital Innovations first reported a position in Atmos Energy in Q4 2025 and held it in 1 quarter.
  • Capital Innovations's Atmos Energy position peaked at $666K in Q4 2025.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

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