CoreCap Advisors
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CoreCap Advisors’s Atmos Energy ATO Stock Holding History

CoreCap 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
2026
Q3 		$755K Buy
4,825
+891
+23% +$151K 0.02% 449
2026
Q2 		$678K Buy
3,934
+774
+24% +$139K 0.02% 474
2026
Q1 		$584K Buy
3,160
+828
+36% +$146K 0.02% 482
2025
Q4 		$391K Buy
2,332
+1,030
+79% +$178K 0.01% 576
2025
Q3 		$222K Buy
1,302
+268
+26% +$43.3K 0.01% 771
2025
Q2 		$159K Buy
1,034
+673
+186% +$105K 0.01% 820
2025
Q1 		$55.8K Sell
361
-46
-11% -$6.71K ﹤0.01% 1128
2024
Q4 		$56.7K Buy
407
+60
+17% +$8.54K ﹤0.01% 1135
2024
Q3 		$48.2K Buy
+347
New +$44.6K ﹤0.01% 1202
2024
Q2 		– Sell
-318
Closed -$37.8K – 1671
2024
Q1 		$37.8K Buy
+318
New +$36.5K ﹤0.01% 1222
2022
Q4 		$24.2K Buy
+216
New +$23.8K ﹤0.01% 1229
2022
Q3 		– Sell
-10
Closed -$1K – 644
2022
Q2 		$1K Buy
+10
New +$1.15K ﹤0.01% 1948

Other funds holding ATO

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

CoreCap Advisors's ATO Position: Q3 2026 in Review

CoreCap Advisors increased its Atmos Energy (ATO) stake by 23% in Q3 2026, buying an estimated $151K and bringing the position to 4,825 shares worth $755K. The position accounts for 0.02% of the portfolio, ranked #449.

CoreCap Advisors first reported a position in ATO in Q2 2022 and has held it in 12 quarters since. 215 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • CoreCap Advisors held 4,825 shares of Atmos Energy worth $755K as of Q3 2026.
  • CoreCap Advisors bought 891 Atmos Energy shares in Q3 2026, an estimated $151K.
  • Atmos Energy made up 0.02% of CoreCap Advisors's portfolio in Q3 2026, its #449 holding.
  • CoreCap Advisors first reported a position in Atmos Energy in Q2 2022 and has held it in 12 quarters since.
  • 215 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.