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Waterloo Capital’s Atmos Energy ATO Stock Holding History

Waterloo 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 		$4.42M Sell
25,664
-2,930
-10% -$525K 0.25% 93
2026
Q1 		$5.28M Sell
28,594
-158
-0.5% -$27.9K 0.37% 65
2025
Q4 		$4.82M Buy
28,752
+4,330
+18% +$749K 0.35% 66
2025
Q3 		$4.17M Buy
24,422
+1,438
+6% +$232K 0.31% 77
2025
Q2 		$3.54M Buy
22,984
+5,088
+28% +$790K 0.29% 84
2025
Q1 		$2.77M Buy
17,896
+1,637
+10% +$239K 0.26% 102
2024
Q4 		$2.26M Buy
16,259
+2,075
+15% +$295K 0.24% 100
2024
Q3 		$1.97M Buy
+14,184
New +$1.82M 0.21% 109

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Waterloo Capital's ATO Position: Q2 2026 in Review

Waterloo Capital reduced its Atmos Energy (ATO) stake by 10% in Q2 2026, selling an estimated $525K and leaving 25,664 shares worth $4.42M. The position accounts for 0.25% of the portfolio, ranked #93.

Waterloo Capital first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.28M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Waterloo Capital held 25,664 shares of Atmos Energy worth $4.42M as of Q2 2026.
  • Waterloo Capital sold 2,930 Atmos Energy shares in Q2 2026, an estimated $525K.
  • Atmos Energy made up 0.25% of Waterloo Capital's portfolio in Q2 2026, its #93 holding.
  • Waterloo Capital first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
  • Waterloo Capital's Atmos Energy position peaked at $5.28M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.