CIA
ATO icon

Capital Investment Advisors’s Atmos Energy ATO Stock Holding History

Capital Investment Advisors’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
2025
Q2 		– Sell
-1,365
Closed -$211K – 705
2025
Q1 		$211K Buy
+1,365
New +$199K ﹤0.01% 626
2024
Q4 		– Sell
-1,460
Closed -$202K – 672
2024
Q3 		$202K Buy
+1,460
New +$188K ﹤0.01% 625

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Capital Investment Advisors's ATO Position: Q2 2025 in Review

Capital Investment Advisors sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 1,365 shares — an estimated $211K sold.

Capital Investment Advisors first reported a position in ATO in Q3 2024 and held it in 2 quarters. The position peaked at $211K in Q1 2025. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Capital Investment Advisors reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Capital Investment Advisors sold 1,365 Atmos Energy shares in Q2 2025, an estimated $211K.
  • Capital Investment Advisors first reported a position in Atmos Energy in Q3 2024 and held it in 2 quarters.
  • Capital Investment Advisors's Atmos Energy position peaked at $211K in Q1 2025.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Capital Investment Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.