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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
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

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

CoreCap Advisors's ATO Position: Q2 2026 in Review

CoreCap Advisors increased its Atmos Energy (ATO) stake by 24% in Q2 2026, buying an estimated $139K and bringing the position to 3,934 shares worth $678K. The position accounts for 0.02% of the portfolio, ranked #474.

CoreCap Advisors first reported a position in ATO in Q2 2022 and has held it in 11 quarters since. 165 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • CoreCap Advisors held 3,934 shares of Atmos Energy worth $678K as of Q2 2026.
  • CoreCap Advisors bought 774 Atmos Energy shares in Q2 2026, an estimated $139K.
  • Atmos Energy made up 0.02% of CoreCap Advisors's portfolio in Q2 2026, its #474 holding.
  • CoreCap Advisors first reported a position in Atmos Energy in Q2 2022 and has held it in 11 quarters since.
  • 165 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.