Advisors Asset Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.07M | Sell |
11,184
-2,329
| -17% | -$412K | 0.03% | 583 |
|
|
2025
Q4 | $2.27M | Buy |
13,513
+1,645
| +14% | +$284K | 0.04% | 563 |
|
|
2025
Q3 | $2.03M | Buy |
11,868
+206
| +2% | +$33.3K | 0.03% | 592 |
|
|
2025
Q2 | $1.8M | Buy |
11,662
+1,984
| +21% | +$308K | 0.03% | 599 |
|
|
2025
Q1 | $1.5M | Sell |
9,678
-39
| -0.4% | -$5.69K | 0.03% | 643 |
|
|
2024
Q4 | $1.35M | Sell |
9,717
-1,303
| -12% | -$185K | 0.02% | 659 |
|
|
2024
Q3 | $1.53M | Sell |
11,020
-3,252
| -23% | -$418K | 0.03% | 633 |
|
|
2024
Q2 | $1.66M | Sell |
14,272
-3,634
| -20% | -$423K | 0.03% | 586 |
|
|
2024
Q1 | $2.13M | Sell |
17,906
-869
| -5% | -$99.7K | 0.04% | 534 |
|
|
2023
Q4 | $2.18M | Sell |
18,775
-56
| -0.3% | -$6.26K | 0.04% | 506 |
|
|
2023
Q3 | $1.99M | Buy |
18,831
+1,110
| +6% | +$130K | 0.04% | 507 |
|
|
2023
Q2 | $2.06M | Sell |
17,721
-689
| -4% | -$79.7K | 0.04% | 501 |
|
|
2023
Q1 | $2.07M | Sell |
18,410
-319
| -2% | -$36.3K | 0.04% | 518 |
|
|
2022
Q4 | $2.1M | Sell |
18,729
-210
| -1% | -$23.1K | 0.04% | 488 |
|
|
2022
Q3 | $1.93M | Sell |
18,939
-757
| -4% | -$86.7K | 0.04% | 513 |
|
|
2022
Q2 | $2.21M | Sell |
19,696
-28
| -0.1% | -$3.21K | 0.04% | 483 |
|
|
2022
Q1 | $2.36M | Sell |
19,724
-431
| -2% | -$47.1K | 0.04% | 536 |
|
|
2021
Q4 | $2.11M | Buy |
20,155
+2,093
| +12% | +$198K | 0.03% | 590 |
|
|
2021
Q3 | $1.59M | Buy |
18,062
+1,175
| +7% | +$114K | 0.02% | 663 |
|
|
2021
Q2 | $1.62M | Buy |
16,887
+2,331
| +16% | +$234K | 0.02% | 666 |
|
|
2021
Q1 | $1.44M | Buy |
14,556
+1,028
| +8% | +$93.6K | 0.02% | 701 |
|
|
2020
Q4 | $1.29M | Sell |
13,528
-947
| -7% | -$91.3K | 0.02% | 702 |
|
|
2020
Q3 | $1.38M | Sell |
14,475
-2,795
| -16% | -$279K | 0.03% | 604 |
|
|
2020
Q2 | $1.72M | Sell |
17,270
-3,911
| -18% | -$394K | 0.03% | 516 |
|
|
2020
Q1 | $2.1M | Sell |
21,181
-5,163
| -20% | -$568K | 0.05% | 378 |
|
|
2019
Q4 | $2.95M | Sell |
26,344
-2,674
| -9% | -$293K | 0.05% | 406 |
|
|
2019
Q3 | $3.31M | Sell |
29,018
-3,359
| -10% | -$367K | 0.06% | 365 |
|
|
2019
Q2 | $3.42M | Sell |
32,377
-1,330
| -4% | -$136K | 0.06% | 364 |
|
|
2019
Q1 | $3.47M | Buy |
33,707
+1,424
| +4% | +$139K | 0.06% | 360 |
|
|
2018
Q4 | $2.99M | Buy |
32,283
+3,765
| +13% | +$360K | 0.06% | 370 |
|
|
2018
Q3 | $2.68M | Buy |
28,518
+6,307
| +28% | +$582K | 0.04% | 486 |
|
|
2018
Q2 | $2M | Buy |
22,211
+4,819
| +28% | +$417K | 0.03% | 605 |
|
|
2018
Q1 | $1.4M | Buy |
17,392
+2,177
| +14% | +$177K | 0.02% | 710 |
|
|
2017
Q4 | $1.31M | Buy |
15,215
+1,223
| +9% | +$108K | 0.02% | 748 |
|
|
2017
Q3 | $1.17M | Buy |
13,992
+1,254
| +10% | +$108K | 0.02% | 798 |
|
|
2017
Q2 | $1.06M | Buy |
12,738
+1,195
| +10% | +$98K | 0.02% | 862 |
|
|
2017
Q1 | $912K | Buy |
11,543
+680
| +6% | +$52.2K | 0.02% | 894 |
|
|
2016
Q4 | $805K | Buy |
10,863
+2,708
| +33% | +$196K | 0.01% | 960 |
|
|
2016
Q3 | $607K | Buy |
8,155
+2,743
| +51% | +$211K | 0.01% | 1030 |
|
|
2016
Q2 | $440K | Buy |
5,412
+697
| +15% | +$51.7K | 0.01% | 1151 |
|
|
2016
Q1 | $350K | Buy |
4,715
+1,011
| +27% | +$69.4K | 0.01% | 1187 |
|
|
2015
Q4 | $234K | Sell |
3,704
-121
| -3% | -$7.44K | ﹤0.01% | 1348 |
|
|
2015
Q3 | $223K | Buy |
3,825
+104
| +3% | +$5.71K | ﹤0.01% | 1338 |
|
|
2015
Q2 | $191K | Buy |
3,721
+336
| +10% | +$18K | ﹤0.01% | 1387 |
|
|
2015
Q1 | $187K | Sell |
3,385
-2,698
| -44% | -$148K | ﹤0.01% | 1357 |
|
|
2014
Q4 | $339K | Sell |
6,083
-421
| -6% | -$22.2K | ﹤0.01% | 1180 |
|
|
2014
Q3 | $310K | Sell |
6,504
-294
| -4% | -$14.7K | ﹤0.01% | 1172 |
|
|
2014
Q2 | $363K | Sell |
6,798
-139
| -2% | -$7.02K | 0.01% | 1130 |
|
|
2014
Q1 | $327K | Sell |
6,937
-914
| -12% | -$42.1K | 0.01% | 1130 |
|
|
2013
Q4 | $357K | Sell |
7,851
-479
| -6% | -$21.1K | 0.01% | 1056 |
|
|
2013
Q3 | $355K | Buy |
8,330
+1,563
| +23% | +$66K | 0.01% | 998 |
|
|
2013
Q2 | $278K | Buy |
+6,767
| New | +$288K | 0.01% | 1014 |
|
Other funds holding ATO
VCM
VPM
Advisors Asset Management's ATO Position: Q1 2026 in Review
Advisors Asset Management reduced its Atmos Energy (ATO) stake by 17% in Q1 2026, selling an estimated $412K and leaving 11,184 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #583.
Advisors Asset Management first reported a position in ATO in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.47M in Q1 2019. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Advisors Asset Management held 11,184 shares of Atmos Energy worth $2.07M as of Q1 2026.
- Advisors Asset Management sold 2,329 Atmos Energy shares in Q1 2026, an estimated $412K.
- Atmos Energy made up 0.03% of Advisors Asset Management's portfolio in Q1 2026, its #583 holding.
- Advisors Asset Management first reported a position in Atmos Energy in Q2 2013 and has held it in 52 quarters since.
- Advisors Asset Management's Atmos Energy position peaked at $3.47M in Q1 2019.
- 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Advisors Asset Management's 13F filing for Q1 2026, filed 15 May 2026.