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Fidelis Capital Partners’s Atmos Energy ATO Stock Holding History

Fidelis Capital Partners’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 		$211K Sell
1,223
-29
-2% -$5.19K 0.01% 515
2026
Q1 		$231K Buy
+1,252
New +$221K 0.02% 460
2025
Q4 		– Sell
-1,222
Closed -$209K – 494
2025
Q3 		$209K Buy
+1,222
New +$197K 0.02% 465

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelis Capital Partners's ATO Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Atmos Energy (ATO) stake by 2.3% in Q2 2026, selling an estimated $5.19K and leaving 1,223 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #515.

Fidelis Capital Partners first reported a position in ATO in Q3 2025 and has held it in 3 quarters since. The position peaked at $231K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Fidelis Capital Partners held 1,223 shares of Atmos Energy worth $211K as of Q2 2026.
  • Fidelis Capital Partners sold 29 Atmos Energy shares in Q2 2026, an estimated $5.19K.
  • Atmos Energy made up 0.01% of Fidelis Capital Partners's portfolio in Q2 2026, its #515 holding.
  • Fidelis Capital Partners first reported a position in Atmos Energy in Q3 2025 and has held it in 3 quarters since.
  • Fidelis Capital Partners's Atmos Energy position peaked at $231K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.