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SummitTX Capital’s Atmos Energy ATO Stock Holding History

SummitTX 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 		$3.28M Buy
+19,031
New +$3.41M 0.08% 252
2025
Q3 		– Sell
-8,438
Closed -$1.3M – 757
2025
Q2 		$1.3M Buy
8,438
+5,902
+233% +$917K 0.06% 320
2025
Q1 		$392K Buy
+2,536
New +$370K 0.02% 601

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

SummitTX Capital's ATO Position: Q2 2026 in Review

SummitTX Capital opened a new position in Atmos Energy (ATO) in Q2 2026: 19,031 shares worth $3.28M. The stake represents 0.08% of the portfolio and ranks #252 among its holdings. This is a return to the name: SummitTX Capital previously reported a position in ATO as recently as Q2 2025.

SummitTX Capital first reported a position in ATO in Q1 2025 and has held it in 3 quarters since. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • SummitTX Capital held 19,031 shares of Atmos Energy worth $3.28M as of Q2 2026.
  • Atmos Energy was a new SummitTX Capital position in Q2 2026.
  • Atmos Energy made up 0.08% of SummitTX Capital's portfolio in Q2 2026, its #252 holding.
  • SummitTX Capital first reported a position in Atmos Energy in Q1 2025 and has held it in 3 quarters since.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

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