Fulcrum Capital’s Atmos Energy ATO Stock Holding History

Fulcrum Capital’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	$706K	Hold	4,100	–	–	0.14%	56
2026 Q1	$757K	Hold	4,100	–	–	0.16%	51
2025 Q4	$687K	Hold	4,100	–	–	0.14%	53
2025 Q3	$700K	Hold	4,100	–	–	0.14%	52
2025 Q2	$632K	Hold	4,100	–	–	0.13%	55
2025 Q1	$634K	Hold	4,100	–	–	0.14%	55
2024 Q4	$571K	Hold	4,100	–	–	0.12%	59
2024 Q3	$569K	Hold	4,100	–	–	0.12%	61
2024 Q2	$478K	Hold	4,100	–	–	0.11%	68
2024 Q1	$487K	Hold	4,100	–	–	0.12%	69
2023 Q4	$475K	Hold	4,100	–	–	0.12%	67
2023 Q3	$434K	Hold	4,100	–	–	0.13%	63
2023 Q2	$477K	Hold	4,100	–	–	0.13%	66
2023 Q1	$461K	Hold	4,100	–	–	0.12%	70
2022 Q4	$459K	Buy	+4,100	New	+$451K	0.13%	70

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

Fulcrum Capital's ATO Position: Q2 2026 in Review

Fulcrum Capital held its Atmos Energy (ATO) position steady in Q2 2026 at 4,100 shares worth $706K. The position accounts for 0.14% of the portfolio, ranked #56.

Fulcrum Capital first reported a position in ATO in Q4 2022 and has held it in 15 quarters since. The position peaked at $757K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Fulcrum Capital held 4,100 shares of Atmos Energy worth $706K as of Q2 2026.
Fulcrum Capital left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.14% of Fulcrum Capital's portfolio in Q2 2026, its #56 holding.
Fulcrum Capital first reported a position in Atmos Energy in Q4 2022 and has held it in 15 quarters since.
Fulcrum Capital's Atmos Energy position peaked at $757K in Q1 2026.
1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.