CX Institutional
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CX Institutional’s Atmos Energy ATO Stock Holding History

CX Institutional’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 		$341K Buy
2,178
+315
+17% +$53.4K 0.01% 584
2026
Q2 		$321K Sell
1,863
-151
-7% -$27K 0.01% 603
2026
Q1 		$372K Sell
2,014
-6,424
-76% -$1.14M 0.01% 532
2025
Q4 		$1.41M Buy
8,438
+33
+0.4% +$5.71K 0.04% 244
2025
Q3 		$1.44M Sell
8,405
-228
-3% -$36.8K 0.04% 246
2025
Q2 		$1.33M Sell
8,633
-511
-6% -$79.4K 0.05% 230
2025
Q1 		$1.41M Sell
9,144
-2,250
-20% -$328K 0.05% 234
2024
Q4 		$1.59M Buy
11,394
+109
+1% +$15.5K 0.06% 198
2024
Q3 		$1.57M Sell
11,285
-140
-1% -$18K 0.07% 219
2024
Q2 		$1.33M Sell
11,425
-171
-1% -$19.9K 0.06% 237
2024
Q1 		$1.38M Buy
+11,596
New +$1.33M 0.07% 234
2022
Q3 		– Sell
-315
Closed -$35K – 499
2022
Q2 		$35K Buy
+315
New +$36.1K ﹤0.01% 737
2021
Q4 		– Sell
-163
Closed -$14K – 371
2021
Q3 		$14K Sell
163
-88
-35% -$8.51K ﹤0.01% 788
2021
Q2 		$24K Buy
251
+61
+32% +$6.12K ﹤0.01% 701
2021
Q1 		$19K Buy
190
+45
+31% +$4.1K ﹤0.01% 674
2020
Q4 		$14K Buy
145
+108
+292% +$10.4K ﹤0.01% 679
2020
Q3 		$4K Buy
37
+13
+54% +$1.3K ﹤0.01% 763
2020
Q2 		$2K Sell
24
-2
-8% -$202 ﹤0.01% 738
2020
Q1 		$3K Buy
26
+7
+37% +$770 ﹤0.01% 602
2019
Q4 		$2K Hold
19
– – ﹤0.01% 657
2019
Q3 		$2K Sell
19
-3,099
-99% -$339K ﹤0.01% 716
2019
Q2 		$329K Buy
3,118
+3,105
+23,885% +$318K 0.05% 186
2019
Q1 		$1K Sell
13
-3,066
-100% -$299K ﹤0.01% 728
2018
Q4 		$286K Buy
+3,079
New +$294K 0.06% 150

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

CX Institutional's ATO Position: Q3 2026 in Review

CX Institutional increased its Atmos Energy (ATO) stake by 17% in Q3 2026, buying an estimated $53.4K and bringing the position to 2,178 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #584.

CX Institutional first reported a position in ATO in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.59M in Q4 2024. 238 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • CX Institutional held 2,178 shares of Atmos Energy worth $341K as of Q3 2026.
  • CX Institutional bought 315 Atmos Energy shares in Q3 2026, an estimated $53.4K.
  • Atmos Energy made up 0.01% of CX Institutional's portfolio in Q3 2026, its #584 holding.
  • CX Institutional first reported a position in Atmos Energy in Q4 2018 and has held it in 24 quarters since.
  • CX Institutional's Atmos Energy position peaked at $1.59M in Q4 2024.
  • 238 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.