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Caprock Group’s Atmos Energy ATO Stock Holding History

Caprock Group’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 		$220K Sell
1,192
-2,594
-69% -$458K 0.01% 1024
2025
Q4 		$635K Sell
3,786
-2,702
-42% -$467K 0.01% 741
2025
Q3 		$1.08M Buy
+6,488
New +$1.05M 0.03% 542
2025
Q1 		$449K Buy
2,904
+181
+7% +$26.4K 0.01% 762
2024
Q4 		$379K Sell
2,723
-229
-8% -$32.6K 0.01% 714
2024
Q3 		$409K Sell
2,952
-140
-5% -$18K 0.01% 629
2024
Q2 		$361K Sell
3,092
-151
-5% -$17.6K 0.01% 630
2024
Q1 		$385K Buy
3,243
+596
+23% +$68.4K 0.02% 486
2023
Q4 		$307K Buy
+2,647
New +$296K 0.02% 529
2023
Q3 		– Sell
-2,518
Closed -$293K – 660
2023
Q2 		$293K Buy
2,518
+636
+34% +$73.6K 0.02% 506
2023
Q1 		$211K Sell
1,882
-64
-3% -$7.28K 0.02% 585
2022
Q4 		$218K Sell
1,946
-58
-3% -$6.38K 0.02% 481
2022
Q3 		$204K Buy
+2,004
New +$230K 0.02% 513

Other funds holding ATO

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

Caprock Group's ATO Position: Q1 2026 in Review

Caprock Group reduced its Atmos Energy (ATO) stake by 69% in Q1 2026, selling an estimated $458K and leaving 1,192 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #1024.

Caprock Group first reported a position in ATO in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.08M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Caprock Group held 1,192 shares of Atmos Energy worth $220K as of Q1 2026.
  • Caprock Group sold 2,594 Atmos Energy shares in Q1 2026, an estimated $458K.
  • Atmos Energy made up 0.01% of Caprock Group's portfolio in Q1 2026, its #1024 holding.
  • Caprock Group first reported a position in Atmos Energy in Q3 2022 and has held it in 13 quarters since.
  • Caprock Group's Atmos Energy position peaked at $1.08M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.