Optima Capital’s Atmos Energy ATO Stock Holding History

Optima 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 Q1	–	Sell	-6	Closed	-$1.01K	–	244
2025 Q4	$1.01K	Buy	+6	New	+$1.04K	﹤0.01%	954

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Optima Capital's ATO Position: Q1 2026 in Review

Optima Capital sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 6 shares — an estimated $1.01K sold.

Optima Capital first reported a position in ATO in Q4 2025 and held it in 1 quarter. The position peaked at $1.01K in Q4 2025. 1,017 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Optima Capital reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 6 Atmos Energy shares in Q1 2026, an estimated $1.01K.
Optima Capital first reported a position in Atmos Energy in Q4 2025 and held it in 1 quarter.
Optima Capital's Atmos Energy position peaked at $1.01K in Q4 2025.
1,017 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.