CG
ATO icon

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
Q2 		$4.45M Buy
25,830
+205
+0.8% +$36.7K 0.49% 18
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Castellan Group's ATO Position: Q2 2026 in Review

Castellan Group increased its Atmos Energy (ATO) stake by 0.8% in Q2 2026, buying an estimated $36.7K and bringing the position to 25,830 shares worth $4.45M. The position accounts for 0.49% of the portfolio, ranked #18.

Castellan Group first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $4.73M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Castellan Group held 25,830 shares of Atmos Energy worth $4.45M as of Q2 2026.
  • Castellan Group bought 205 Atmos Energy shares in Q2 2026, an estimated $36.7K.
  • Atmos Energy made up 0.49% of Castellan Group's portfolio in Q2 2026, its #18 holding.
  • Castellan Group first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Castellan Group's Atmos Energy position peaked at $4.73M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Castellan Group's 13F filing for Q2 2026, filed 23 Jul 2026.