De Burlo Group’s Atmos Energy ATO Stock Holding History

De Burlo Group’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	$949K	Hold	5,135	–	–	0.22%	57
2025 Q4	$861K	Sell	5,135 -25	-0.5%	-$4.32K	0.1%	58
2025 Q3	$881K	Sell	5,160 -200	-4%	-$32.3K	0.11%	56
2025 Q2	$826K	Sell	5,360 -1,225	-19%	-$190K	0.11%	58
2025 Q1	$1.02M	Sell	6,585 -175	-3%	-$25.5K	0.15%	55
2024 Q4	$941K	Hold	6,760	–	–	0.13%	55
2024 Q3	$938K	Hold	6,760	–	–	0.12%	56
2024 Q2	$789K	Sell	6,760 -100	-1%	-$11.7K	0.11%	60
2024 Q1	$815K	Sell	6,860 -750	-10%	-$86K	0.11%	61
2023 Q4	$806K	Hold	7,610	–	–	0.14%	61
2023 Q3	$806K	Hold	7,610	–	–	0.14%	61
2023 Q2	$885K	Hold	7,610	–	–	0.15%	64
2023 Q1	$855K	Sell	7,610 -112,000	-94%	-$12.7M	0.17%	68
2022 Q4	$13.4M	Sell	119,610 -340	-0.3%	-$37.4K	3%	13
2022 Q3	$12.2M	Buy	+119,950	New	+$13.7M	2.91%	14
2022 Q2	–	Sell	-8,050	Closed	-$962K	–	94
2022 Q1	$962K	Hold	8,050	–	–	0.18%	60
2021 Q4	$843K	Hold	8,050	–	–	0.12%	76
2021 Q3	$710K	Hold	8,050	–	–	0.12%	75
2021 Q2	$774K	Sell	8,050 -480	-6%	-$48.1K	0.12%	69
2021 Q1	$843K	Buy	8,530 +220	+3%	+$20K	0.15%	68
2020 Q4	$793K	Sell	8,310 -500	-6%	-$48.2K	0.13%	65
2020 Q3	$842K	Buy	8,810 +200	+2%	+$20K	0.15%	62
2020 Q2	$854K	Hold	8,610	–	–	0.24%	44
2020 Q1	$854K	Sell	8,610 -7,790	-48%	-$857K	0.24%	44
2019 Q4	$1.83M	Sell	16,400 -200	-1%	-$21.9K	0.37%	51
2019 Q3	$1.89M	Sell	16,600 -1,500	-8%	-$164K	0.43%	47
2019 Q2	$1.91M	Sell	18,100 -1,200	-6%	-$123K	0.37%	54
2019 Q1	$1.99M	Sell	19,300 -1,900	-9%	-$185K	0.4%	59
2018 Q4	$1.97M	Sell	21,200 -200	-0.9%	-$19.1K	0.44%	53
2018 Q3	$2.01M	Sell	21,400 -900	-4%	-$83.1K	0.38%	70
2018 Q2	$2.01M	Sell	22,300 -1,000	-4%	-$86.6K	0.43%	57
2018 Q1	$1.96M	Sell	23,300 -2,100	-8%	-$171K	0.43%	55
2017 Q4	$2.18M	Hold	25,400	–	–	0.44%	57
2017 Q3	$2.13M	Hold	25,400	–	–	0.47%	54
2017 Q2	$2.11M	Hold	25,400	–	–	0.47%	50
2017 Q1	$2.01M	Sell	25,400 -37,900	-60%	-$2.91M	0.44%	55
2016 Q4	$4.69M	Buy	63,300 +1,000	+2%	+$72.2K	1.14%	36
2016 Q3	$4.64M	Sell	62,300 -86,000	-58%	-$6.62M	1.29%	30
2016 Q2	$12.1M	Buy	148,300 +55,800	+60%	+$4.14M	2.92%	6
2016 Q1	$6.87M	Buy	92,500 +68,000	+278%	+$4.67M	1.99%	15
2015 Q4	$1.54M	Hold	24,500	–	–	0.36%	64
2015 Q3	$1.43M	Hold	24,500	–	–	0.33%	64
2015 Q2	$1.26M	Sell	24,500 -102,400	-81%	-$5.49M	0.26%	70
2015 Q1	$7.02M	Sell	126,900 -27,400	-18%	-$1.51M	1.39%	27
2014 Q4	$8.6M	Sell	154,300 -6,300	-4%	-$332K	1.74%	19
2014 Q3	$7.66M	Buy	160,600 +800	+0.5%	+$39.9K	1.69%	22
2014 Q2	$8.53M	Buy	159,800 +54,600	+52%	+$2.76M	1.93%	20
2014 Q1	$4.96M	Buy	105,200 +20,700	+24%	+$953K	1.2%	35
2013 Q4	$3.84M	Buy	84,500 +3,200	+4%	+$141K	0.92%	44
2013 Q3	$3.46M	Sell	81,300 -6,800	-8%	-$287K	0.94%	48
2013 Q2	$3.62M	Buy	+88,100	New	+$3.75M	1.07%	43

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

De Burlo Group's ATO Position: Q1 2026 in Review

De Burlo Group held its Atmos Energy (ATO) position steady in Q1 2026 at 5,135 shares worth $949K. The position accounts for 0.22% of the portfolio, ranked #57.

De Burlo Group first reported a position in ATO in Q2 2013 and has held it in 51 quarters since. The position peaked at $13.4M in Q4 2022. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

De Burlo Group held 5,135 shares of Atmos Energy worth $949K as of Q1 2026.
De Burlo Group left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.22% of De Burlo Group's portfolio in Q1 2026, its #57 holding.
De Burlo Group first reported a position in Atmos Energy in Q2 2013 and has held it in 51 quarters since.
De Burlo Group's Atmos Energy position peaked at $13.4M in Q4 2022.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on De Burlo Group's 13F filing for Q1 2026, filed 14 May 2026.