Rockefeller Capital Management
ATO icon

Rockefeller Capital Management’s Atmos Energy ATO Stock Holding History

Rockefeller Capital Management’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
Q3 		$2.1M Sell
13,421
-2,096
-14% -$355K ﹤0.01% 1380
2026
Q2 		$2.67M Buy
15,517
+1,684
+12% +$302K ﹤0.01% 1245
2026
Q1 		$2.56M Sell
13,833
-790
-5% -$140K ﹤0.01% 1196
2025
Q4 		$2.45M Buy
14,623
+5,312
+57% +$918K ﹤0.01% 1171
2025
Q3 		$1.59M Buy
+9,311
New +$1.5M ﹤0.01% 1244
2024
Q1 		– Sell
-11,550
Closed -$1.34M – 1669
2023
Q4 		$1.34M Sell
11,550
-5,418
-32% -$605K ﹤0.01% 1050
2023
Q3 		$1.8M Sell
16,968
-3,536
-17% -$413K 0.01% 883
2023
Q2 		$2.39M Sell
20,504
-657
-3% -$76K 0.01% 785
2023
Q1 		$2.38M Buy
21,161
+3,331
+19% +$379K 0.01% 761
2022
Q4 		$2M Buy
17,830
+321
+2% +$35.3K 0.01% 749
2022
Q3 		$1.78M Buy
17,509
+254
+1% +$29.1K 0.01% 793
2022
Q2 		$1.93M Sell
17,255
-1,943
-10% -$223K 0.01% 779
2022
Q1 		$2.29M Sell
19,198
-62
-0.3% -$6.77K 0.01% 759
2021
Q4 		$2.02M Buy
19,260
+5,882
+44% +$558K 0.01% 788
2021
Q3 		$1.18M Buy
13,378
+11,548
+631% +$1.12M 0.01% 938
2021
Q2 		$175K Buy
1,830
+932
+104% +$93.4K ﹤0.01% 1558
2021
Q1 		$88K Sell
898
-94
-9% -$8.56K ﹤0.01% 1660
2020
Q4 		$94K Sell
992
-1,534
-61% -$148K ﹤0.01% 1466
2020
Q3 		$241K Buy
2,526
+1,367
+118% +$136K ﹤0.01% 982
2020
Q2 		$115K Buy
1,159
+321
+38% +$32.4K ﹤0.01% 1118
2020
Q1 		$83K Buy
838
+378
+82% +$41.6K ﹤0.01% 1070
2019
Q4 		$51K Buy
460
+18
+4% +$1.97K ﹤0.01% 1143
2019
Q3 		$50K Sell
442
-58
-12% -$6.34K ﹤0.01% 968
2019
Q2 		$53K Buy
500
+489
+4,445% +$50.1K ﹤0.01% 801
2019
Q1 		$1K Buy
+11
New +$1.07K ﹤0.01% 1837

Other funds holding ATO

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Rockefeller Capital Management's ATO Position: Q3 2026 in Review

Rockefeller Capital Management reduced its Atmos Energy (ATO) stake by 14% in Q3 2026, selling an estimated $355K and leaving 13,421 shares worth $2.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1380.

Rockefeller Capital Management first reported a position in ATO in Q1 2019 and has held it in 25 quarters since. The position peaked at $2.67M in Q2 2026. 891 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Rockefeller Capital Management held 13,421 shares of Atmos Energy worth $2.1M as of Q3 2026.
  • Rockefeller Capital Management sold 2,096 Atmos Energy shares in Q3 2026, an estimated $355K.
  • Atmos Energy made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #1380 holding.
  • Rockefeller Capital Management first reported a position in Atmos Energy in Q1 2019 and has held it in 25 quarters since.
  • Rockefeller Capital Management's Atmos Energy position peaked at $2.67M in Q2 2026.
  • 891 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.