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 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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AGF Management's ATO Position: Q1 2026 in Review

AGF Management reduced its Atmos Energy (ATO) stake by 4.5% in Q1 2026, selling an estimated $37.1K and leaving 4,425 shares worth $817K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

AGF Management first reported a position in ATO in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.36M in Q4 2023. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

AGF Management held 4,425 shares of Atmos Energy worth $817K as of Q1 2026.
AGF Management sold 210 Atmos Energy shares in Q1 2026, an estimated $37.1K.
Atmos Energy made up ﹤0.01% of AGF Management's portfolio in Q1 2026, its #567 holding.
AGF Management first reported a position in Atmos Energy in Q4 2022 and has held it in 13 quarters since.
AGF Management's Atmos Energy position peaked at $1.36M in Q4 2023.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on AGF Management's 13F filing for Q1 2026, filed 7 May 2026.