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AGP Franklin’s Atmos Energy ATO Stock Holding History

AGP Franklin’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 		$1.55M Sell
8,367
-2,955
-26% -$522K 0.77% 42
2025
Q4 		$1.9M Sell
11,322
-182
-2% -$31.5K 0.89% 40
2025
Q3 		$1.96M Buy
11,504
+119
+1% +$19.2K 0.96% 41
2025
Q2 		$1.75M Buy
11,385
+1,089
+11% +$169K 0.93% 45
2025
Q1 		$1.61M Buy
10,296
+474
+5% +$69.1K 0.99% 43
2024
Q4 		$1.37M Buy
+9,822
New +$1.4M 0.83% 48

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

AGP Franklin's ATO Position: Q1 2026 in Review

AGP Franklin reduced its Atmos Energy (ATO) stake by 26% in Q1 2026, selling an estimated $522K and leaving 8,367 shares worth $1.55M. The position accounts for 0.77% of the portfolio, ranked #42.

AGP Franklin first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.96M in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • AGP Franklin held 8,367 shares of Atmos Energy worth $1.55M as of Q1 2026.
  • AGP Franklin sold 2,955 Atmos Energy shares in Q1 2026, an estimated $522K.
  • Atmos Energy made up 0.77% of AGP Franklin's portfolio in Q1 2026, its #42 holding.
  • AGP Franklin first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
  • AGP Franklin's Atmos Energy position peaked at $1.96M in Q3 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on AGP Franklin's 13F filing for Q1 2026, filed 17 Apr 2026.