Allred Capital Management’s Atmos Energy ATO Stock Holding History

Allred Capital 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	$575K	Hold	3,338	–	–	0.19%	102
2026 Q1	$617K	Buy	3,338 +8	+0.2%	+$1.41K	0.22%	90
2025 Q4	$558K	Hold	3,330	–	–	0.2%	92
2025 Q3	$569K	Hold	3,330	–	–	0.2%	103
2025 Q2	$513K	Sell	3,330 -255	-7%	-$39.6K	0.19%	97
2025 Q1	$554K	Hold	3,585	–	–	0.22%	95
2024 Q4	$499K	Hold	3,585	–	–	0.19%	107
2024 Q3	$497K	Hold	3,585	–	–	0.2%	103
2024 Q2	$418K	Hold	3,585	–	–	0.16%	120
2024 Q1	$426K	Sell	3,585 -750	-17%	-$86K	0.17%	120
2023 Q4	$502K	Hold	4,335	–	–	0.22%	97
2023 Q3	$459K	Hold	4,335	–	–	0.23%	91
2023 Q2	$504K	Hold	4,335	–	–	0.25%	87
2023 Q1	$487K	Hold	4,335	–	–	0.26%	83
2022 Q4	$486K	Hold	4,335	–	–	0.27%	78
2022 Q3	$441K	Hold	4,335	–	–	0.28%	78
2022 Q2	$485K	Hold	4,335	–	–	0.31%	79
2022 Q1	$518K	Hold	4,335	–	–	0.27%	90
2021 Q4	$454K	Hold	4,335	–	–	0.22%	110
2021 Q3	$382K	Hold	4,335	–	–	0.2%	125
2021 Q2	$416K	Hold	4,335	–	–	0.21%	119
2021 Q1	$429K	Sell	4,335 -940	-18%	-$85.6K	0.19%	116
2020 Q4	$503K	Hold	5,275	–	–	0.27%	93
2020 Q3	$504K	Hold	5,275	–	–	0.3%	83
2020 Q2	$525K	Hold	5,275	–	–	0.33%	78
2020 Q1	$523K	Sell	5,275 -1,075	-17%	-$118K	0.41%	67
2019 Q4	$710K	Hold	6,350	–	–	0.39%	64
2019 Q3	$717K	Sell	6,350 -125	-2%	-$13.7K	0.44%	66
2019 Q2	$689K	Hold	6,475	–	–	0.39%	73
2019 Q1	$649K	Hold	6,475	–	–	0.37%	81
2018 Q4	$600K	Buy	+6,475	New	+$619K	0.4%	79

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Allred Capital Management's ATO Position: Q2 2026 in Review

Allred Capital Management held its Atmos Energy (ATO) position steady in Q2 2026 at 3,338 shares worth $575K. The position accounts for 0.19% of the portfolio, ranked #102.

Allred Capital Management first reported a position in ATO in Q4 2018 and has held it in 31 quarters since. The position peaked at $717K in Q3 2019. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Allred Capital Management held 3,338 shares of Atmos Energy worth $575K as of Q2 2026.
Allred Capital Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.19% of Allred Capital Management's portfolio in Q2 2026, its #102 holding.
Allred Capital Management first reported a position in Atmos Energy in Q4 2018 and has held it in 31 quarters since.
Allred Capital Management's Atmos Energy position peaked at $717K in Q3 2019.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.