Davis Capital Management
ATO icon

Davis Capital Management’s Atmos Energy ATO Stock Holding History

Davis Capital Management’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 		$626 Buy
4
+1
+33% +$170 ﹤0.01% 585
2026
Q2 		$517 Buy
3
+2
+200% +$358 ﹤0.01% 609
2026
Q1 		$185 Hold
1
– – ﹤0.01% 555
2025
Q4 		$168 Hold
1
– – ﹤0.01% 576
2025
Q3 		$171 Buy
+1
New +$161 ﹤0.01% 586

Other funds holding ATO

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Boston Trust Walden
Boston Trust Walden Boston, Massachusetts $12.4B AUM 21.62% 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
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Davis Capital Management's ATO Position: Q3 2026 in Review

Davis Capital Management increased its Atmos Energy (ATO) stake by 33% in Q3 2026, buying an estimated $170 and bringing the position to 4 shares worth $626. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Davis Capital Management first reported a position in ATO in Q3 2025 and has held it in 5 quarters since. 371 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Davis Capital Management held 4 shares of Atmos Energy worth $626 as of Q3 2026.
  • Davis Capital Management bought 1 Atmos Energy share in Q3 2026, an estimated $170.
  • Atmos Energy made up ﹤0.01% of Davis Capital Management's portfolio in Q3 2026, its #585 holding.
  • Davis Capital Management first reported a position in Atmos Energy in Q3 2025 and has held it in 5 quarters since.
  • 371 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Davis Capital Management's 13F filing for Q3 2026, filed 8 Oct 2026.