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
Q1 		– Sell
-1,600
Closed -$223K – 1367
2024
Q4 		$223K Buy
1,600
+1,200
+300% +$171K ﹤0.01% 1565
2024
Q3 		$55.5K Buy
400
+200
+100% +$25.7K ﹤0.01% 1795
2024
Q2 		$23.3K Buy
+200
New +$23.3K ﹤0.01% 2000
2023
Q1 		– Sell
-400
Closed -$44.8K – 1556
2022
Q4 		$44.8K Hold
400
– – ﹤0.01% 1456
2022
Q3 		$41K Buy
+400
New +$45.8K ﹤0.01% 1616
2022
Q2 		– Sell
-5,200
Closed -$621K – 1820
2022
Q1 		$621K Sell
5,200
-2,700
-34% -$295K ﹤0.01% 1439
2021
Q4 		$828K Sell
7,900
-2,800
-26% -$265K ﹤0.01% 1357
2021
Q3 		$944K Buy
10,700
+9,100
+569% +$880K ﹤0.01% 1442
2021
Q2 		$154K Buy
1,600
+800
+100% +$80.2K ﹤0.01% 1527
2021
Q1 		$79K Sell
800
-3,600
-82% -$328K ﹤0.01% 1567
2020
Q4 		$420K Buy
4,400
+2,100
+91% +$203K ﹤0.01% 1294
2020
Q3 		$220K Buy
2,300
+600
+35% +$59.9K ﹤0.01% 1274
2020
Q2 		$169K Buy
+1,700
New +$171K ﹤0.01% 1233
2020
Q1 		– Sell
-1,900
Closed -$213K – 1133
2019
Q4 		$213K Sell
1,900
-300
-14% -$32.9K ﹤0.01% 1254
2019
Q3 		$251K Buy
+2,200
New +$241K ﹤0.01% 1200

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. 977 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.
  • 977 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.