Capstone Investment Advisors
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Capstone Investment Advisors’s Atmos Energy ATO Stock Holding History

Capstone 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
Q4 		– Sell
-2,864
Closed -$489K – 1593
2025
Q3 		$489K Buy
+2,864
New +$462K ﹤0.01% 1392
2025
Q1 		– Sell
-3,516
Closed -$513K – 1368
2024
Q4 		$490K Buy
3,516
+832
+31% +$118K ﹤0.01% 1326
2024
Q3 		$372K Sell
2,684
-105
-4% -$13.5K ﹤0.01% 1319
2024
Q2 		$325K Buy
2,789
+46
+2% +$5.36K ﹤0.01% 1550
2024
Q1 		$326K Buy
2,743
+520
+23% +$59.6K ﹤0.01% 1797
2023
Q4 		$258K Sell
2,223
-2,137
-49% -$239K ﹤0.01% 1662
2023
Q3 		$462K Buy
4,360
+2,976
+215% +$347K ﹤0.01% 1366
2023
Q2 		$161K Buy
+1,384
New +$160K ﹤0.01% 1616
2023
Q1 		– Sell
-105
Closed -$11.8K – 1557
2022
Q4 		$11.8K Buy
+105
New +$11.5K ﹤0.01% 1479
2021
Q4 		– Sell
-10,131
Closed -$960K – 1848
2021
Q3 		$894K Buy
+10,131
New +$980K ﹤0.01% 1458
2021
Q1 		– Sell
-61
Closed -$5.55K – 1663
2020
Q4 		$6K Buy
+61
New +$5.88K ﹤0.01% 1652
2017
Q4 		– Sell
-7,400
Closed -$620K – 499
2017
Q3 		$620K Buy
+7,400
New +$638K 0.02% 284
2016
Q4 		– Sell
-7,000
Closed -$521K – 910
2016
Q3 		$521K Sell
7,000
-1,070
-13% -$82.3K 0.01% 512
2016
Q2 		$656K Buy
8,070
+4,070
+102% +$302K 0.01% 427
2016
Q1 		$297K Buy
+4,000
New +$275K 0.01% 521

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capstone Investment Advisors's ATO Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 2,864 shares — an estimated $489K sold.

Capstone Investment Advisors first reported a position in ATO in Q1 2016 and held it in 15 quarters. The position peaked at $894K in Q3 2021. 976 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 2,864 Atmos Energy shares in Q4 2025, an estimated $489K.
  • Capstone Investment Advisors first reported a position in Atmos Energy in Q1 2016 and held it in 15 quarters.
  • Capstone Investment Advisors's Atmos Energy position peaked at $894K in Q3 2021.
  • 976 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.