DC Investments Management’s Atmos Energy ATO Stock Holding History

DC Investments 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 Q2	$2.14M	Hold	12,438	–	–	0.73%	28
2026 Q1	$2.3M	Hold	12,438	–	–	0.88%	16
2025 Q4	$2.08M	Hold	12,438	–	–	0.92%	19
2025 Q3	$2.12M	Hold	12,438	–	–	0.88%	21
2025 Q2	$1.92M	Hold	12,438	–	–	0.8%	29
2025 Q1	$1.92M	Sell	12,438 -1,394	-10%	-$203K	0.99%	31
2024 Q4	$1.93M	Buy	13,832 +5,363	+63%	+$763K	1.26%	23
2024 Q3	$1.17M	Hold	8,469	–	–	0.82%	34
2024 Q2	$988K	Hold	8,469	–	–	0.83%	34
2024 Q1	$1.01M	Buy	+8,469	New	+$971K	0.82%	34
2019 Q4	–	Sell	-2,102	Closed	-$239K	–	241
2019 Q3	$239K	Sell	2,102 -1,392	-40%	-$152K	0.14%	285
2019 Q2	$369K	Hold	3,494	–	–	0.21%	203
2019 Q1	$360K	Hold	3,494	–	–	0.23%	192
2018 Q4	$324K	Buy	+3,494	New	+$334K	0.26%	189
2018 Q2	–	Sell	-11,943	Closed	-$1.01M	–	296
2018 Q1	$1.01M	Hold	11,943	–	–	0.68%	39
2017 Q4	$1.03M	Buy	+11,943	New	+$1.05M	0.42%	45

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

DC Investments Management's ATO Position: Q2 2026 in Review

DC Investments Management held its Atmos Energy (ATO) position steady in Q2 2026 at 12,438 shares worth $2.14M. The position accounts for 0.73% of the portfolio, ranked #28.

DC Investments Management first reported a position in ATO in Q4 2017 and has held it in 16 quarters since. The position peaked at $2.3M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

DC Investments Management held 12,438 shares of Atmos Energy worth $2.14M as of Q2 2026.
DC Investments Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.73% of DC Investments Management's portfolio in Q2 2026, its #28 holding.
DC Investments Management first reported a position in Atmos Energy in Q4 2017 and has held it in 16 quarters since.
DC Investments Management's Atmos Energy position peaked at $2.3M in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on DC Investments Management's 13F filing for Q2 2026, filed 14 Aug 2026.