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
-3,500
Closed -$598K – 1594
2025
Q3 		$598K Sell
3,500
-2,100
-38% -$339K ﹤0.01% 1274
2025
Q2 		$863K Hold
5,600
– – ﹤0.01% 906
2025
Q1 		$866K Sell
5,600
-4,100
-42% -$598K ﹤0.01% 927
2024
Q4 		$1.35M Buy
9,700
+6,500
+203% +$925K ﹤0.01% 967
2024
Q3 		$444K Buy
3,200
+2,100
+191% +$270K ﹤0.01% 1253
2024
Q2 		$128K Buy
1,100
+100
+10% +$11.7K ﹤0.01% 1854
2024
Q1 		$119K Hold
1,000
– – ﹤0.01% 2110
2023
Q4 		$116K Sell
1,000
-800
-44% -$89.4K ﹤0.01% 1917
2023
Q3 		$191K Buy
1,800
+700
+64% +$81.7K ﹤0.01% 1828
2023
Q2 		$128K Buy
+1,100
New +$127K ﹤0.01% 1659
2023
Q1 		– Sell
-2,500
Closed -$280K – 1558
2022
Q4 		$280K Hold
2,500
– – ﹤0.01% 1232
2022
Q3 		$255K Buy
+2,500
New +$286K ﹤0.01% 1415
2022
Q2 		– Sell
-32,900
Closed -$3.93M – 1821
2022
Q1 		$3.93M Sell
32,900
-16,700
-34% -$1.82M 0.01% 784
2021
Q4 		$5.2M Buy
49,600
+3,200
+7% +$303K 0.01% 814
2021
Q3 		$4.09M Buy
46,400
+37,000
+394% +$3.58M 0.01% 918
2021
Q2 		$903K Buy
9,400
+6,500
+224% +$652K ﹤0.01% 1257
2021
Q1 		$287K Sell
2,900
-3,400
-54% -$309K ﹤0.01% 1368
2020
Q4 		$601K Sell
6,300
-400
-6% -$38.6K ﹤0.01% 1212
2020
Q3 		$640K Buy
6,700
+2,800
+72% +$280K ﹤0.01% 1124
2020
Q2 		$388K Buy
+3,900
New +$393K ﹤0.01% 1135
2020
Q1 		– Sell
-5,000
Closed -$559K – 1134
2019
Q4 		$559K Buy
5,000
+400
+9% +$43.9K ﹤0.01% 1122
2019
Q3 		$524K Buy
+4,600
New +$503K ﹤0.01% 1080

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.