Albert D. Mason Inc’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
Q2 | $2.83M | Buy |
16,403
+3,899
| +31% | +$698K | 1.61% | 14 |
|
|
2026
Q1 | $2.31M | Buy |
12,504
+179
| +1% | +$31.6K | 1.5% | 17 |
|
|
2025
Q4 | $2.07M | Buy |
12,325
+8
| +0.1% | +$1.38K | 1.36% | 20 |
|
|
2025
Q3 | $2.1M | Buy |
12,317
+3,832
| +45% | +$619K | 1.37% | 23 |
|
|
2025
Q2 | $1.31M | Sell |
8,485
-1,568
| -16% | -$244K | 0.95% | 42 |
|
|
2025
Q1 | $1.55M | Buy |
10,053
+188
| +2% | +$27.4K | 1.06% | 32 |
|
|
2024
Q4 | $1.37M | Buy |
9,865
+77
| +0.8% | +$11K | 0.92% | 45 |
|
|
2024
Q3 | $1.36M | Sell |
9,788
-68
| -0.7% | -$8.74K | 0.87% | 48 |
|
|
2024
Q2 | $1.15M | Buy |
9,856
+31
| +0.3% | +$3.61K | 0.78% | 57 |
|
|
2024
Q1 | $1.17M | Buy |
9,825
+72
| +0.7% | +$8.26K | 0.72% | 62 |
|
|
2023
Q4 | $1.13M | Sell |
9,753
-13
| -0.1% | -$1.45K | 0.75% | 60 |
|
|
2023
Q3 | $1.03M | Sell |
9,766
-140
| -1% | -$16.3K | 0.75% | 59 |
|
|
2023
Q2 | $1.15M | Hold |
9,906
| – | – | 0.79% | 51 |
|
|
2023
Q1 | $1.11M | Sell |
9,906
-38
| -0.4% | -$4.32K | 0.77% | 49 |
|
|
2022
Q4 | $1.11M | Buy |
9,944
+19
| +0.2% | +$2.09K | 0.8% | 52 |
|
|
2022
Q3 | $1.01M | Sell |
9,925
-14
| -0.1% | -$1.6K | 0.81% | 55 |
|
|
2022
Q2 | $1.11M | Buy |
9,939
+19
| +0.2% | +$2.18K | 0.83% | 50 |
|
|
2022
Q1 | $1.19M | Sell |
9,920
-8
| -0.1% | -$874 | 0.76% | 57 |
|
|
2021
Q4 | $1.04M | Buy |
9,928
+14
| +0.1% | +$1.33K | 0.62% | 71 |
|
|
2021
Q3 | $874K | Sell |
9,914
-9
| -0.1% | -$870 | 0.56% | 80 |
|
|
2021
Q2 | $954K | Sell |
9,923
-109
| -1% | -$10.9K | 0.59% | 77 |
|
|
2021
Q1 | $992K | Sell |
10,032
-80
| -0.8% | -$7.28K | 0.65% | 66 |
|
|
2020
Q4 | $965K | Buy |
10,112
+27
| +0.3% | +$2.6K | 0.67% | 64 |
|
|
2020
Q3 | $964K | Buy |
10,085
+125
| +1% | +$12.5K | 0.79% | 56 |
|
|
2020
Q2 | $992K | Sell |
9,960
-5
| -0.1% | -$504 | 0.84% | 51 |
|
|
2020
Q1 | $989K | Buy |
9,965
+30
| +0.3% | +$3.3K | 1% | 41 |
|
|
2019
Q4 | $1.11M | Buy |
9,935
+15
| +0.2% | +$1.65K | 0.78% | 57 |
|
|
2019
Q3 | $1.13M | Buy |
9,920
+70
| +0.7% | +$7.65K | 0.85% | 53 |
|
|
2019
Q2 | $1.04M | Sell |
9,850
-35
| -0.4% | -$3.58K | 0.78% | 57 |
|
|
2019
Q1 | $1.02M | Buy |
9,885
+30
| +0.3% | +$2.92K | 0.74% | 65 |
|
|
2018
Q4 | $914K | Sell |
9,855
-160
| -2% | -$15.3K | 0.74% | 62 |
|
|
2018
Q3 | $941K | Sell |
10,015
-145
| -1% | -$13.4K | 0.64% | 75 |
|
|
2018
Q2 | $916K | Buy |
+10,160
| New | +$879K | 0.66% | 72 |
|
Other funds holding ATO
Albert D. Mason Inc's ATO Position: Q2 2026 in Review
Albert D. Mason Inc increased its Atmos Energy (ATO) stake by 31% in Q2 2026, buying an estimated $698K and bringing the position to 16,403 shares worth $2.83M. The position accounts for 1.61% of the portfolio, ranked #14.
Albert D. Mason Inc first reported a position in ATO in Q2 2018 and has held it in 33 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.
- Albert D. Mason Inc held 16,403 shares of Atmos Energy worth $2.83M as of Q2 2026.
- Albert D. Mason Inc bought 3,899 Atmos Energy shares in Q2 2026, an estimated $698K.
- Atmos Energy made up 1.61% of Albert D. Mason Inc's portfolio in Q2 2026, its #14 holding.
- Albert D. Mason Inc first reported a position in Atmos Energy in Q2 2018 and has held it in 33 quarters since.
- 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.
Based on Albert D. Mason Inc's 13F filing for Q2 2026, filed 22 Jul 2026.