Texas Capital Bank Wealth Management Services’s Atmos Energy ATO Stock Holding History

Texas Capital Bank Wealth Management Services’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	$237K	Sell	1,377 -8	-0.6%	-$1.43K	0.01%	322
2026 Q1	$256K	Buy	1,385 +9	+0.7%	+$1.59K	0.02%	304
2025 Q4	$231K	Buy	1,376 +6	+0.4%	+$1.04K	0.01%	297
2025 Q3	$234K	Sell	1,370 -57	-4%	-$9.2K	0.02%	230
2025 Q2	$220K	Hold	1,427	–	–	0.02%	205
2025 Q1	$221K	Buy	+1,427	New	+$208K	0.02%	190

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Texas Capital Bank Wealth Management Services's ATO Position: Q2 2026 in Review

Texas Capital Bank Wealth Management Services reduced its Atmos Energy (ATO) stake by 0.58% in Q2 2026, selling an estimated $1.43K and leaving 1,377 shares worth $237K. The position accounts for 0.01% of the portfolio, ranked #322.

Texas Capital Bank Wealth Management Services first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $256K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Texas Capital Bank Wealth Management Services held 1,377 shares of Atmos Energy worth $237K as of Q2 2026.
Texas Capital Bank Wealth Management Services sold 8 Atmos Energy shares in Q2 2026, an estimated $1.43K.
Atmos Energy made up 0.01% of Texas Capital Bank Wealth Management Services's portfolio in Q2 2026, its #322 holding.
Texas Capital Bank Wealth Management Services first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
Texas Capital Bank Wealth Management Services's Atmos Energy position peaked at $256K in Q1 2026.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Texas Capital Bank Wealth Management Services's 13F filing for Q2 2026, filed 7 Aug 2026.