CAPTRUST Financial Advisors’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.31M | Buy |
34,175
+13,136
| +62% | +$2.32M | 0.01% | 680 |
|
|
2025
Q4 | $3.53M | Sell |
21,039
-370
| -2% | -$64K | 0.01% | 811 |
|
|
2025
Q3 | $3.66M | Buy |
21,409
+36
| +0.2% | +$5.81K | 0.01% | 751 |
|
|
2025
Q2 | $3.29M | Sell |
21,373
-4,643
| -18% | -$721K | 0.01% | 755 |
|
|
2025
Q1 | $4.02M | Buy |
26,016
+3,564
| +16% | +$520K | 0.01% | 644 |
|
|
2024
Q4 | $3.13M | Sell |
22,452
-1,181
| -5% | -$168K | 0.01% | 694 |
|
|
2024
Q3 | $3.28M | Sell |
23,633
-5,086
| -18% | -$653K | 0.01% | 663 |
|
|
2024
Q2 | $3.35M | Buy |
28,719
+3,174
| +12% | +$370K | 0.01% | 622 |
|
|
2024
Q1 | $3.04M | Sell |
25,545
-19,473
| -43% | -$2.23M | 0.01% | 650 |
|
|
2023
Q4 | $5.22M | Buy |
45,018
+5,061
| +13% | +$566K | 0.02% | 544 |
|
|
2023
Q3 | $4.23M | Buy |
39,957
+3,224
| +9% | +$376K | 0.02% | 574 |
|
|
2023
Q2 | $4.27M | Buy |
36,733
+281
| +0.8% | +$32.5K | 0.02% | 560 |
|
|
2023
Q1 | $4.1M | Buy |
36,452
+565
| +2% | +$64.3K | 0.02% | 517 |
|
|
2022
Q4 | $4.02M | Buy |
35,887
+1,587
| +5% | +$175K | 0.02% | 493 |
|
|
2022
Q3 | $3.49M | Sell |
34,300
-2,454
| -7% | -$281K | 0.02% | 506 |
|
|
2022
Q2 | $4.12M | Buy |
36,754
+6,585
| +22% | +$754K | 0.03% | 411 |
|
|
2022
Q1 | $3.6M | Buy |
30,169
+18,268
| +153% | +$2M | 0.02% | 446 |
|
|
2021
Q4 | $1.25M | Buy |
11,901
+265
| +2% | +$25.1K | 0.01% | 721 |
|
|
2021
Q3 | $1.03M | Buy |
11,636
+43
| +0.4% | +$4.16K | 0.01% | 737 |
|
|
2021
Q2 | $1.11M | Buy |
11,593
+83
| +0.7% | +$8.32K | 0.01% | 680 |
|
|
2021
Q1 | $1.14M | Buy |
11,510
+1,237
| +12% | +$113K | 0.01% | 651 |
|
|
2020
Q4 | $980K | Buy |
10,273
+921
| +10% | +$88.8K | 0.01% | 617 |
|
|
2020
Q3 | $893K | Sell |
9,352
-821
| -8% | -$82K | 0.01% | 541 |
|
|
2020
Q2 | $1.02M | Sell |
10,173
-125
| -1% | -$12.6K | 0.02% | 494 |
|
|
2020
Q1 | $975K | Sell |
10,298
-101
| -1% | -$11.1K | 0.02% | 419 |
|
|
2019
Q4 | $1.15M | Buy |
10,399
+9,573
| +1,159% | +$1.05M | 0.02% | 481 |
|
|
2019
Q3 | $94K | Hold |
826
| – | – | ﹤0.01% | 797 |
|
|
2019
Q2 | $87K | Buy |
826
+471
| +133% | +$48.2K | ﹤0.01% | 797 |
|
|
2019
Q1 | $37K | Buy |
355
+100
| +39% | +$9.75K | ﹤0.01% | 989 |
|
|
2018
Q4 | $24K | Hold |
255
| – | – | ﹤0.01% | 964 |
|
|
2018
Q3 | $24K | Hold |
255
| – | – | ﹤0.01% | 942 |
|
|
2018
Q2 | $23K | Hold |
255
| – | – | ﹤0.01% | 905 |
|
|
2018
Q1 | $21K | Hold |
255
| – | – | ﹤0.01% | 812 |
|
|
2017
Q4 | $22K | Buy |
+255
| New | +$22.4K | ﹤0.01% | 757 |
|
Other funds holding ATO
VCM
VPM
CAPTRUST Financial Advisors's ATO Position: Q1 2026 in Review
CAPTRUST Financial Advisors increased its Atmos Energy (ATO) stake by 62% in Q1 2026, buying an estimated $2.32M and bringing the position to 34,175 shares worth $6.31M. The position accounts for 0.01% of the portfolio, ranked #680.
CAPTRUST Financial Advisors first reported a position in ATO in Q4 2017 and has held it in 34 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- CAPTRUST Financial Advisors held 34,175 shares of Atmos Energy worth $6.31M as of Q1 2026.
- CAPTRUST Financial Advisors bought 13,136 Atmos Energy shares in Q1 2026, an estimated $2.32M.
- Atmos Energy made up 0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #680 holding.
- CAPTRUST Financial Advisors first reported a position in Atmos Energy in Q4 2017 and has held it in 34 quarters since.
- 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.