ICP
ATO icon

Ilex Capital Partners’s Atmos Energy ATO Stock Holding History

Ilex 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 		$2.62M Buy
+15,218
New +$2.73M 0.05% 115
2025
Q3 		– Sell
-17,215
Closed -$2.65M – 140
2025
Q2 		$2.65M Buy
+17,215
New +$2.67M 0.09% 53

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

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

Ilex Capital Partners opened a new position in Atmos Energy (ATO) in Q2 2026: 15,218 shares worth $2.62M. The stake represents 0.05% of the portfolio and ranks #115 among its holdings. This is a return to the name: Ilex Capital Partners previously reported a position in ATO as recently as Q2 2025.

Ilex Capital Partners first reported a position in ATO in Q2 2025 and has held it in 2 quarters since. The position peaked at $2.65M in Q2 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Ilex Capital Partners held 15,218 shares of Atmos Energy worth $2.62M as of Q2 2026.
  • Atmos Energy was a new Ilex Capital Partners position in Q2 2026.
  • Atmos Energy made up 0.05% of Ilex Capital Partners's portfolio in Q2 2026, its #115 holding.
  • Ilex Capital Partners first reported a position in Atmos Energy in Q2 2025 and has held it in 2 quarters since.
  • Ilex Capital Partners's Atmos Energy position peaked at $2.65M in Q2 2025.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Ilex Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.