Dean Investment Associates’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 | $5.06M | Buy |
27,406
+655
| +2% | +$116K | 0.71% | 49 |
|
|
2025
Q4 | $4.48M | Buy |
26,751
+488
| +2% | +$84.4K | 0.64% | 60 |
|
|
2025
Q3 | $4.48M | Buy |
26,263
+1,611
| +7% | +$260K | 0.63% | 56 |
|
|
2025
Q2 | $3.8M | Buy |
24,652
+940
| +4% | +$146K | 0.56% | 73 |
|
|
2025
Q1 | $3.67M | Buy |
23,712
+1,111
| +5% | +$162K | 0.54% | 70 |
|
|
2024
Q4 | $3.15M | Sell |
22,601
-1,471
| -6% | -$209K | 0.45% | 92 |
|
|
2024
Q3 | $3.34M | Sell |
24,072
-695
| -3% | -$89.3K | 0.45% | 93 |
|
|
2024
Q2 | $2.89M | Buy |
24,767
+6,955
| +39% | +$810K | 0.41% | 105 |
|
|
2024
Q1 | $2.12M | Buy |
17,812
+188
| +1% | +$21.6K | 0.29% | 142 |
|
|
2023
Q4 | $2.04M | Buy |
17,624
+981
| +6% | +$110K | 0.29% | 144 |
|
|
2023
Q3 | $1.76M | Buy |
16,643
+1,904
| +13% | +$222K | 0.29% | 140 |
|
|
2023
Q2 | $1.71M | Sell |
14,739
-406
| -3% | -$47K | 0.28% | 125 |
|
|
2023
Q1 | $1.7M | Sell |
15,145
-295
| -2% | -$33.6K | 0.27% | 127 |
|
|
2022
Q4 | $1.73M | Buy |
15,440
+600
| +4% | +$66K | 0.29% | 116 |
|
|
2022
Q3 | $1.51M | Sell |
14,840
-284
| -2% | -$32.5K | 0.31% | 119 |
|
|
2022
Q2 | $1.7M | Sell |
15,124
-13
| -0.1% | -$1.49K | 0.33% | 115 |
|
|
2022
Q1 | $1.81M | Sell |
15,137
-270
| -2% | -$29.5K | 0.32% | 120 |
|
|
2021
Q4 | $1.61M | Sell |
15,407
-1,000
| -6% | -$94.8K | 0.28% | 139 |
|
|
2021
Q3 | $1.45M | Buy |
16,407
+1,438
| +10% | +$139K | 0.27% | 151 |
|
|
2021
Q2 | $1.44M | Sell |
14,969
-137
| -0.9% | -$13.7K | 0.27% | 168 |
|
|
2021
Q1 | $1.49M | Buy |
15,106
+1,983
| +15% | +$180K | 0.28% | 164 |
|
|
2020
Q4 | $1.25M | Buy |
13,123
+3,336
| +34% | +$322K | 0.26% | 173 |
|
|
2020
Q3 | $936K | Buy |
9,787
+2,112
| +28% | +$211K | 0.22% | 179 |
|
|
2020
Q2 | $764K | Sell |
7,675
-1,888
| -20% | -$190K | 0.18% | 177 |
|
|
2020
Q1 | $949K | Sell |
9,563
-405
| -4% | -$44.5K | 0.2% | 162 |
|
|
2019
Q4 | $1.11M | Buy |
9,968
+26
| +0.3% | +$2.85K | 0.17% | 169 |
|
|
2019
Q3 | $1.13M | Buy |
9,942
+60
| +0.6% | +$6.56K | 0.17% | 157 |
|
|
2019
Q2 | $1.04M | Buy |
9,882
+74
| +0.8% | +$7.58K | 0.15% | 158 |
|
|
2019
Q1 | $1.01M | Sell |
9,808
-1,676
| -15% | -$163K | 0.15% | 160 |
|
|
2018
Q4 | $1.06M | Buy |
11,484
+119
| +1% | +$11.4K | 0.17% | 144 |
|
|
2018
Q3 | $1.07M | Buy |
11,365
+251
| +2% | +$23.2K | 0.15% | 150 |
|
|
2018
Q2 | $1M | Buy |
11,114
+135
| +1% | +$11.7K | 0.15% | 146 |
|
|
2018
Q1 | $925K | Buy |
+10,979
| New | +$894K | 0.14% | 148 |
|
Other funds holding ATO
VCM
VPM
Dean Investment Associates's ATO Position: Q1 2026 in Review
Dean Investment Associates increased its Atmos Energy (ATO) stake by 2.4% in Q1 2026, buying an estimated $116K and bringing the position to 27,406 shares worth $5.06M. The position accounts for 0.71% of the portfolio, ranked #49.
Dean Investment Associates first reported a position in ATO in Q1 2018 and has held it in 33 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Dean Investment Associates held 27,406 shares of Atmos Energy worth $5.06M as of Q1 2026.
- Dean Investment Associates bought 655 Atmos Energy shares in Q1 2026, an estimated $116K.
- Atmos Energy made up 0.71% of Dean Investment Associates's portfolio in Q1 2026, its #49 holding.
- Dean Investment Associates first reported a position in Atmos Energy in Q1 2018 and has held it in 33 quarters since.
- 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.