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Custom Index Systems’s Atmos Energy ATO Stock Holding History

Custom Index Systems’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 		– Sell
-4,704
Closed -$789K – 261
2025
Q4 		$789K Sell
4,704
-1,448
-24% -$250K 0.35% 81
2025
Q3 		$1.05M Buy
6,152
+2,010
+49% +$325K 0.31% 93
2025
Q2 		$638K Buy
4,142
+706
+21% +$110K 0.3% 95
2025
Q1 		$531K Buy
+3,436
New +$501K 0.27% 104

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

Custom Index Systems's ATO Position: Q1 2026 in Review

Custom Index Systems sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 4,704 shares — an estimated $789K sold.

Custom Index Systems first reported a position in ATO in Q1 2025 and held it in 4 quarters. The position peaked at $1.05M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Custom Index Systems reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Custom Index Systems sold 4,704 Atmos Energy shares in Q1 2026, an estimated $789K.
  • Custom Index Systems first reported a position in Atmos Energy in Q1 2025 and held it in 4 quarters.
  • Custom Index Systems's Atmos Energy position peaked at $1.05M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Custom Index Systems's 13F filing for Q1 2026, filed 29 Apr 2026.