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Kapitalo Investimentos’s Atmos Energy ATO Stock Holding History

Kapitalo Investimentos’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
2025
Q1 		– Sell
-2,930
Closed -$408K – 100
2024
Q4 		$408K Buy
+2,930
New +$417K 0.27% 29
2024
Q1 		– Sell
-1,601
Closed -$186K – 294
2023
Q4 		$186K Sell
1,601
-5,478
-77% -$612K 0.04% 288
2023
Q3 		$750K Buy
7,079
+2,924
+70% +$341K 0.1% 66
2023
Q2 		$483K Buy
4,155
+1,748
+73% +$202K 0.09% 99
2023
Q1 		$270K Buy
+2,407
New +$274K 0.09% 101

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Kapitalo Investimentos's ATO Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 2,930 shares — an estimated $408K sold.

Kapitalo Investimentos first reported a position in ATO in Q1 2023 and held it in 5 quarters. The position peaked at $750K in Q3 2023. 863 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Kapitalo Investimentos reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,930 Atmos Energy shares in Q1 2025, an estimated $408K.
  • Kapitalo Investimentos first reported a position in Atmos Energy in Q1 2023 and held it in 5 quarters.
  • Kapitalo Investimentos's Atmos Energy position peaked at $750K in Q3 2023.
  • 863 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.