WC
ATO icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Waterloo Capital's ATO Position: Q1 2026 in Review

Waterloo Capital reduced its Atmos Energy (ATO) stake by 0.55% in Q1 2026, selling an estimated $27.9K and leaving 28,594 shares worth $5.28M. The position accounts for 0.37% of the portfolio, ranked #65.

Waterloo Capital first reported a position in ATO in Q3 2024 and has held it in 7 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Waterloo Capital held 28,594 shares of Atmos Energy worth $5.28M as of Q1 2026.
  • Waterloo Capital sold 158 Atmos Energy shares in Q1 2026, an estimated $27.9K.
  • Atmos Energy made up 0.37% of Waterloo Capital's portfolio in Q1 2026, its #65 holding.
  • Waterloo Capital first reported a position in Atmos Energy in Q3 2024 and has held it in 7 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.