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Castellan Group’s Atmos Energy ATO Stock Holding History

Castellan Group’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 		$4.73M Buy
25,625
+1,832
+8% +$324K 0.65% 11
2025
Q4 		$3.99M Buy
23,793
+1,013
+4% +$175K 0.5% 23
2025
Q3 		$3.89M Buy
22,780
+443
+2% +$71.5K 0.56% 7
2025
Q2 		$3.44M Buy
22,337
+931
+4% +$145K 0.63% 9
2025
Q1 		$3.31M Buy
+21,406
New +$3.12M 0.93% 38

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Castellan Group's ATO Position: Q1 2026 in Review

Castellan Group increased its Atmos Energy (ATO) stake by 7.7% in Q1 2026, buying an estimated $324K and bringing the position to 25,625 shares worth $4.73M. The position accounts for 0.65% of the portfolio, ranked #11.

Castellan Group first reported a position in ATO in Q1 2025 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Castellan Group held 25,625 shares of Atmos Energy worth $4.73M as of Q1 2026.
  • Castellan Group bought 1,832 Atmos Energy shares in Q1 2026, an estimated $324K.
  • Atmos Energy made up 0.65% of Castellan Group's portfolio in Q1 2026, its #11 holding.
  • Castellan Group first reported a position in Atmos Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Castellan Group's 13F filing for Q1 2026, filed 23 Apr 2026.