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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
Q2 		$348K Buy
2,019
+827
+69% +$148K 0.01% 980
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Caprock Group's ATO Position: Q2 2026 in Review

Caprock Group increased its Atmos Energy (ATO) stake by 69% in Q2 2026, buying an estimated $148K and bringing the position to 2,019 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #980.

Caprock Group first reported a position in ATO in Q3 2022 and has held it in 14 quarters since. The position peaked at $1.08M in Q3 2025. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Caprock Group held 2,019 shares of Atmos Energy worth $348K as of Q2 2026.
  • Caprock Group bought 827 Atmos Energy shares in Q2 2026, an estimated $148K.
  • Atmos Energy made up 0.01% of Caprock Group's portfolio in Q2 2026, its #980 holding.
  • Caprock Group first reported a position in Atmos Energy in Q3 2022 and has held it in 14 quarters since.
  • Caprock Group's Atmos Energy position peaked at $1.08M in Q3 2025.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.