AGF Management’s Atmos Energy ATO Stock Holding History

AGF Management’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	$321K	Sell	1,862 -2,563	-58%	-$459K	﹤0.01%	636
2026 Q1	$817K	Sell	4,425 -210	-5%	-$37.1K	﹤0.01%	567
2025 Q4	$777K	Buy	4,635 +30	+0.7%	+$5.19K	﹤0.01%	577
2025 Q3	$786K	Sell	4,605 -1,230	-21%	-$199K	﹤0.01%	578
2025 Q2	$899K	Sell	5,835 -2,067	-26%	-$321K	﹤0.01%	553
2025 Q1	$1.22M	Sell	7,902 -2	-0%	-$292	0.01%	515
2024 Q4	$1.1M	Sell	7,904 -37	-0.5%	-$5.26K	0.01%	557
2024 Q3	$1.1M	Buy	7,941 +3,038	+62%	+$390K	0.01%	565
2024 Q2	$572K	Sell	4,903 -89	-2%	-$10.4K	﹤0.01%	617
2024 Q1	$593K	Sell	4,992 -6,702	-57%	-$769K	﹤0.01%	613
2023 Q4	$1.36M	Sell	11,694 -839	-7%	-$93.8K	0.01%	536
2023 Q3	$1.33M	Buy	+12,533	New	+$1.46M	0.01%	529
2023 Q2	–	Sell	-7,502	Closed	-$843K	–	674
2023 Q1	$843K	Hold	7,502	–	–	0.01%	610
2022 Q4	$841K	Buy	+7,502	New	+$825K	0.01%	616

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

AGF Management's ATO Position: Q2 2026 in Review

AGF Management reduced its Atmos Energy (ATO) stake by 58% in Q2 2026, selling an estimated $459K and leaving 1,862 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #636.

AGF Management first reported a position in ATO in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.36M in Q4 2023. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

AGF Management held 1,862 shares of Atmos Energy worth $321K as of Q2 2026.
AGF Management sold 2,563 Atmos Energy shares in Q2 2026, an estimated $459K.
Atmos Energy made up ﹤0.01% of AGF Management's portfolio in Q2 2026, its #636 holding.
AGF Management first reported a position in Atmos Energy in Q4 2022 and has held it in 14 quarters since.
AGF Management's Atmos Energy position peaked at $1.36M in Q4 2023.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on AGF Management's 13F filing for Q2 2026, filed 10 Aug 2026.