Capstone Wealth Management Group (Oregon)’s Atmos Energy ATO Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$291K	Hold	1,576	–	–	0.18%	95
2025 Q4	$264K	Hold	1,576	–	–	0.16%	102
2025 Q3	$269K	Hold	1,576	–	–	0.17%	97
2025 Q2	$243K	Hold	1,576	–	–	0.18%	88
2025 Q1	$244K	Hold	1,576	–	–	0.19%	82
2024 Q4	$219K	Buy	+1,576	New	+$224K	0.17%	96

Other funds holding ATO

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

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s ATO Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) held its Atmos Energy (ATO) position steady in Q1 2026 at 1,576 shares worth $291K. The position accounts for 0.18% of the portfolio, ranked #95.

Capstone Wealth Management Group (Oregon) first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 1,576 shares of Atmos Energy worth $291K as of Q1 2026.
Capstone Wealth Management Group (Oregon) left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.18% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #95 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.