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Kinloch Capital’s Atmos Energy ATO Stock Holding History

Kinloch 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 		$4.27M Buy
24,779
+184
+0.7% +$33K 1.56% 39
2026
Q1 		$4.54M Sell
24,595
-1,528
-6% -$270K 1.85% 14
2025
Q4 		$4.38M Sell
26,123
-6
-0% -$1.04K 1.89% 16
2025
Q3 		$4.46M Hold
26,129
– – 1.95% 13
2025
Q2 		$4.03M Buy
26,129
+62
+0.2% +$9.63K 1.87% 15
2025
Q1 		$4.03M Sell
26,067
-3,524
-12% -$514K 1.93% 18
2024
Q4 		$4.12M Buy
29,591
+719
+2% +$102K 2.07% 14
2024
Q3 		$4M Sell
28,872
-955
-3% -$123K 1.94% 21
2024
Q2 		$3.48M Sell
29,827
-579
-2% -$67.5K 1.81% 22
2024
Q1 		$3.61M Buy
30,406
+1,779
+6% +$204K 1.86% 26
2023
Q4 		$3.32M Sell
28,627
-1,135
-4% -$127K 2.11% 16
2023
Q3 		$3.15M Sell
29,762
-128
-0.4% -$14.9K 1.97% 19
2023
Q2 		$3.48M Sell
29,890
-361
-1% -$41.8K 2.07% 20
2023
Q1 		$3.4M Buy
30,251
+2,142
+8% +$244K 1.99% 18
2022
Q4 		$3.15M Buy
28,109
+1,133
+4% +$125K 1.83% 26
2022
Q3 		$2.75M Buy
26,976
+862
+3% +$98.8K 1.81% 22
2022
Q2 		$2.93M Sell
26,114
-3,184
-11% -$365K 1.89% 23
2022
Q1 		$3.5M Buy
29,298
+1,203
+4% +$131K 2.1% 10
2021
Q4 		$2.94M Buy
28,095
+3,140
+13% +$298K 1.82% 18
2021
Q3 		$2.2M Buy
24,955
+1,543
+7% +$149K 1.55% 37
2021
Q2 		$2.25M Buy
23,412
+394
+2% +$39.5K 1.62% 30
2021
Q1 		$2.27M Buy
+23,018
New +$2.1M 1.75% 23

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kinloch Capital's ATO Position: Q2 2026 in Review

Kinloch Capital increased its Atmos Energy (ATO) stake by 0.75% in Q2 2026, buying an estimated $33K and bringing the position to 24,779 shares worth $4.27M. The position accounts for 1.56% of the portfolio, ranked #39.

Kinloch Capital first reported a position in ATO in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.54M in Q1 2026. 1,043 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Kinloch Capital held 24,779 shares of Atmos Energy worth $4.27M as of Q2 2026.
  • Kinloch Capital bought 184 Atmos Energy shares in Q2 2026, an estimated $33K.
  • Atmos Energy made up 1.56% of Kinloch Capital's portfolio in Q2 2026, its #39 holding.
  • Kinloch Capital first reported a position in Atmos Energy in Q1 2021 and has held it in 22 quarters since.
  • Kinloch Capital's Atmos Energy position peaked at $4.54M in Q1 2026.
  • 1,043 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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