Dean Capital Management’s Atmos Energy ATO Stock Holding History

Dean 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	$2.39M	Hold	13,871	–	–	0.87%	54
2026 Q1	$2.56M	Sell	13,871 -2	-0%	-$353	1.06%	31
2025 Q4	$2.33M	Buy	13,873 +434	+3%	+$75K	0.99%	34
2025 Q3	$2.29M	Hold	13,439	–	–	0.89%	42
2025 Q2	$2.07M	Buy	13,439 +719	+6%	+$112K	0.85%	48
2025 Q1	$1.97M	Buy	12,720 +308	+2%	+$44.9K	0.86%	40
2024 Q4	$1.73M	Sell	12,412 -1,214	-9%	-$173K	0.74%	64
2024 Q3	$1.89M	Buy	+13,626	New	+$1.75M	0.8%	49
2024 Q2	–	Sell	-11,791	Closed	-$1.4M	–	84
2024 Q1	$1.4M	Hold	11,791	–	–	0.82%	69
2023 Q4	$1.37M	Buy	11,791 +1,913	+19%	+$214K	0.84%	63
2023 Q3	$1.05M	Buy	+9,878	New	+$1.15M	0.78%	69
2021 Q1	–	Sell	-7,131	Closed	-$681K	–	80
2020 Q4	$681K	Buy	7,131 +1,125	+19%	+$108K	0.4%	107
2020 Q3	$574K	Buy	6,006 +103	+2%	+$10.3K	0.59%	103
2020 Q2	$588K	Sell	5,903 -675	-10%	-$68.1K	0.69%	80
2020 Q1	$653K	Buy	6,578 +259	+4%	+$28.5K	0.97%	21
2019 Q4	$707K	Buy	6,319 +82	+1%	+$8.99K	0.67%	69
2019 Q3	$710K	Sell	6,237 -259	-4%	-$28.3K	0.73%	54
2019 Q2	$686K	Buy	+6,496	New	+$665K	0.71%	61

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

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

Dean Capital Management held its Atmos Energy (ATO) position steady in Q2 2026 at 13,871 shares worth $2.39M. The position accounts for 0.87% of the portfolio, ranked #54.

Dean Capital Management first reported a position in ATO in Q2 2019 and has held it in 18 quarters since. The position peaked at $2.56M in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Dean Capital Management held 13,871 shares of Atmos Energy worth $2.39M as of Q2 2026.
Dean Capital Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.87% of Dean Capital Management's portfolio in Q2 2026, its #54 holding.
Dean Capital Management first reported a position in Atmos Energy in Q2 2019 and has held it in 18 quarters since.
Dean Capital Management's Atmos Energy position peaked at $2.56M in Q1 2026.
1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Dean Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.