Anchor Investment Management’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
Q1 | $1.51M | Hold |
8,172
| – | – | 0.13% | 159 |
|
|
2025
Q4 | $1.37M | Hold |
8,172
| – | – | 0.11% | 168 |
|
|
2025
Q3 | $1.4M | Hold |
8,172
| – | – | 0.12% | 164 |
|
|
2025
Q2 | $1.26M | Hold |
8,172
| – | – | 0.11% | 169 |
|
|
2025
Q1 | $1.26M | Hold |
8,172
| – | – | 0.12% | 165 |
|
|
2024
Q4 | $1.14M | Hold |
8,172
| – | – | 0.11% | 174 |
|
|
2024
Q3 | $1.13M | Hold |
8,172
| – | – | 0.11% | 183 |
|
|
2024
Q2 | $953K | Hold |
8,172
| – | – | 0.1% | 183 |
|
|
2024
Q1 | $971K | Buy |
8,172
+6
| +0.1% | +$688 | 0.1% | 183 |
|
|
2023
Q4 | $946K | Sell |
8,166
-100
| -1% | -$11.2K | 0.11% | 174 |
|
|
2023
Q3 | $876K | Hold |
8,266
| – | – | 0.11% | 172 |
|
|
2023
Q2 | $962K | Hold |
8,266
| – | – | 0.12% | 164 |
|
|
2023
Q1 | $929K | Hold |
8,266
| – | – | 0.13% | 165 |
|
|
2022
Q4 | $926K | Hold |
8,266
| – | – | 0.13% | 161 |
|
|
2022
Q3 | $842K | Sell |
8,266
-75
| -0.9% | -$8.59K | 0.13% | 162 |
|
|
2022
Q2 | $935K | Hold |
8,341
| – | – | 0.14% | 159 |
|
|
2022
Q1 | $997K | Hold |
8,341
| – | – | 0.13% | 168 |
|
|
2021
Q4 | $874K | Buy |
8,341
+250
| +3% | +$23.7K | 0.11% | 181 |
|
|
2021
Q3 | $714K | Hold |
8,091
| – | – | 0.1% | 194 |
|
|
2021
Q2 | $778K | Hold |
8,091
| – | – | 0.11% | 187 |
|
|
2021
Q1 | $800K | Sell |
8,091
-950
| -11% | -$86.5K | 0.12% | 172 |
|
|
2020
Q4 | $863K | Sell |
9,041
-100
| -1% | -$9.64K | 0.16% | 140 |
|
|
2020
Q3 | $874K | Sell |
9,141
-200
| -2% | -$20K | 0.18% | 127 |
|
|
2020
Q2 | $930K | Sell |
9,341
-130
| -1% | -$13.1K | 0.21% | 120 |
|
|
2020
Q1 | $940K | Hold |
9,471
| – | – | 0.24% | 110 |
|
|
2019
Q4 | $1.06M | Hold |
9,471
| – | – | 0.23% | 116 |
|
|
2019
Q3 | $1.08M | Sell |
9,471
-250
| -3% | -$27.3K | 0.25% | 112 |
|
|
2019
Q2 | $1.03M | Sell |
9,721
-225
| -2% | -$23K | 0.24% | 113 |
|
|
2019
Q1 | $1.02M | Sell |
9,946
-300
| -3% | -$29.2K | 0.26% | 107 |
|
|
2018
Q4 | $950K | Buy |
10,246
+100
| +1% | +$9.56K | 0.27% | 103 |
|
|
2018
Q3 | $953K | Sell |
10,146
-250
| -2% | -$23.1K | 0.22% | 127 |
|
|
2018
Q2 | $937K | Sell |
10,396
-500
| -5% | -$43.3K | 0.23% | 120 |
|
|
2018
Q1 | $918K | Sell |
10,896
-100
| -0.9% | -$8.14K | 0.24% | 114 |
|
|
2017
Q4 | $944K | Sell |
10,996
-100
| -0.9% | -$8.79K | 0.25% | 109 |
|
|
2017
Q3 | $930K | Hold |
11,096
| – | – | 0.27% | 97 |
|
|
2017
Q2 | $920K | Sell |
11,096
-650
| -6% | -$53.3K | 0.31% | 85 |
|
|
2017
Q1 | $928K | Hold |
11,746
| – | – | 0.32% | 82 |
|
|
2016
Q4 | $871K | Sell |
11,746
-1,100
| -9% | -$79.5K | 0.33% | 82 |
|
|
2016
Q3 | $957K | Sell |
12,846
-500
| -4% | -$38.5K | 0.37% | 77 |
|
|
2016
Q2 | $1.09M | Sell |
13,346
-200
| -1% | -$14.8K | 0.43% | 70 |
|
|
2016
Q1 | $1.01M | Buy |
+13,546
| New | +$930K | 0.41% | 73 |
|
Other funds holding ATO
VCM
VPM
Anchor Investment Management's ATO Position: Q1 2026 in Review
Anchor Investment Management held its Atmos Energy (ATO) position steady in Q1 2026 at 8,172 shares worth $1.51M. The position accounts for 0.13% of the portfolio, ranked #159.
Anchor Investment Management first reported a position in ATO in Q1 2016 and has held it in 41 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Anchor Investment Management held 8,172 shares of Atmos Energy worth $1.51M as of Q1 2026.
- Anchor Investment Management left its Atmos Energy share count unchanged in Q1 2026.
- Atmos Energy made up 0.13% of Anchor Investment Management's portfolio in Q1 2026, its #159 holding.
- Anchor Investment Management first reported a position in Atmos Energy in Q1 2016 and has held it in 41 quarters since.
- 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.