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Truvestments Capital’s Atmos Energy ATO Stock Holding History

Truvestments 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 		$5K Hold
29
– – ﹤0.01% 902
2026
Q1 		$5.36K Buy
+29
New +$5.13K ﹤0.01% 870
2019
Q4 		– Sell
-400
Closed -$46K – 170
2019
Q3 		$46K Hold
400
– – 0.03% 277
2019
Q2 		$42K Hold
400
– – 0.03% 305
2019
Q1 		$41K Buy
+400
New +$39K 0.03% 312
2018
Q3 		$38K Buy
+400
New +$36.9K 0.02% 428

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

Truvestments Capital's ATO Position: Q2 2026 in Review

Truvestments Capital held its Atmos Energy (ATO) position steady in Q2 2026 at 29 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Truvestments Capital first reported a position in ATO in Q3 2018 and has held it in 6 quarters since. The position peaked at $46K in Q3 2019. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Truvestments Capital held 29 shares of Atmos Energy worth $5K as of Q2 2026.
  • Truvestments Capital left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #902 holding.
  • Truvestments Capital first reported a position in Atmos Energy in Q3 2018 and has held it in 6 quarters since.
  • Truvestments Capital's Atmos Energy position peaked at $46K in Q3 2019.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.