Dimensional Fund Advisors’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 | $139M | Buy |
752,986
+19,588
| +3% | +$3.46M | 0.03% | 835 |
|
|
2025
Q4 | $123M | Buy |
733,398
+539
| +0.1% | +$93.2K | 0.03% | 913 |
|
|
2025
Q3 | $125M | Buy |
732,859
+15,847
| +2% | +$2.56M | 0.03% | 889 |
|
|
2025
Q2 | $110M | Sell |
717,012
-3,962
| -0.5% | -$615K | 0.03% | 927 |
|
|
2025
Q1 | $111M | Sell |
720,974
-21,157
| -3% | -$3.09M | 0.03% | 886 |
|
|
2024
Q4 | $103M | Sell |
742,131
-1,649
| -0.2% | -$235K | 0.02% | 995 |
|
|
2024
Q3 | $103M | Buy |
743,780
+32,954
| +5% | +$4.23M | 0.03% | 1007 |
|
|
2024
Q2 | $82.9M | Buy |
710,826
+113,109
| +19% | +$13.2M | 0.02% | 1106 |
|
|
2024
Q1 | $71.1M | Sell |
597,717
-5,553
| -0.9% | -$637K | 0.02% | 1223 |
|
|
2023
Q4 | $69.9M | Buy |
603,270
+26,509
| +5% | +$2.96M | 0.02% | 1197 |
|
|
2023
Q3 | $61.1M | Buy |
576,761
+5,413
| +0.9% | +$632K | 0.02% | 1209 |
|
|
2023
Q2 | $66.5M | Buy |
571,348
+8,775
| +2% | +$1.02M | 0.02% | 1153 |
|
|
2023
Q1 | $63.2M | Sell |
562,573
-14,460
| -3% | -$1.64M | 0.02% | 1146 |
|
|
2022
Q4 | $64.7K | Buy |
577,033
+1,250
| +0.2% | +$137K | 0.02% | 1098 |
|
|
2022
Q3 | $58.7M | Sell |
575,783
-3,205
| -0.6% | -$367K | 0.02% | 1090 |
|
|
2022
Q2 | $64.9M | Buy |
578,988
+22,952
| +4% | +$2.63M | 0.02% | 1062 |
|
|
2022
Q1 | $66.4M | Buy |
556,036
+36,977
| +7% | +$4.04M | 0.02% | 1168 |
|
|
2021
Q4 | $54.4M | Buy |
519,059
+16,563
| +3% | +$1.57M | 0.02% | 1354 |
|
|
2021
Q3 | $44.3M | Buy |
502,496
+16,560
| +3% | +$1.6M | 0.01% | 1503 |
|
|
2021
Q2 | $46.7M | Buy |
485,936
+18,400
| +4% | +$1.84M | 0.01% | 1507 |
|
|
2021
Q1 | $46.2M | Sell |
467,536
-3,797
| -0.8% | -$346K | 0.02% | 1503 |
|
|
2020
Q4 | $45M | Buy |
471,333
+2,277
| +0.5% | +$220K | 0.02% | 1453 |
|
|
2020
Q3 | $44.8M | Buy |
469,056
+27,123
| +6% | +$2.71M | 0.02% | 1288 |
|
|
2020
Q2 | $44M | Sell |
441,933
-1,822
| -0.4% | -$184K | 0.02% | 1310 |
|
|
2020
Q1 | $44M | Sell |
443,755
-8,703
| -2% | -$957K | 0.02% | 1131 |
|
|
2019
Q4 | $50.6M | Sell |
452,458
-84
| -0% | -$9.21K | 0.02% | 1415 |
|
|
2019
Q3 | $51.5M | Buy |
452,542
+5,612
| +1% | +$614K | 0.02% | 1365 |
|
|
2019
Q2 | $47.2M | Buy |
446,930
+11,951
| +3% | +$1.22M | 0.02% | 1480 |
|
|
2019
Q1 | $44.8M | Buy |
434,979
+53,015
| +14% | +$5.17M | 0.02% | 1528 |
|
|
2018
Q4 | $35.4M | Buy |
381,964
+19,329
| +5% | +$1.85M | 0.02% | 1595 |
|
|
2018
Q3 | $34.1M | Buy |
362,635
+3,998
| +1% | +$369K | 0.01% | 1802 |
|
|
2018
Q2 | $32.3M | Buy |
358,637
+2,696
| +0.8% | +$233K | 0.01% | 1817 |
|
|
2018
Q1 | $30M | Buy |
355,941
+1,915
| +0.5% | +$156K | 0.01% | 1818 |
|
|
2017
Q4 | $30.4M | Sell |
354,026
-10,557
| -3% | -$929K | 0.01% | 1813 |
|
|
2017
Q3 | $30.6M | Buy |
364,583
+633
| +0.2% | +$54.6K | 0.01% | 1768 |
|
|
2017
Q2 | $30.2M | Buy |
363,950
+2,293
| +0.6% | +$188K | 0.01% | 1738 |
|
|
2017
Q1 | $28.6M | Buy |
361,657
+3,341
| +0.9% | +$256K | 0.01% | 1736 |
|
|
2016
Q4 | $26.6M | Sell |
358,316
-12,755
| -3% | -$921K | 0.01% | 1769 |
|
|
2016
Q3 | $27.6M | Sell |
371,071
-5,923
| -2% | -$456K | 0.01% | 1647 |
|
|
2016
Q2 | $30.6M | Sell |
376,994
-870
| -0.2% | -$64.5K | 0.02% | 1485 |
|
|
2016
Q1 | $28.1M | Buy |
377,864
+3,527
| +0.9% | +$242K | 0.02% | 1531 |
|
|
2015
Q4 | $23.6M | Buy |
374,337
+5,898
| +2% | +$362K | 0.01% | 1635 |
|
|
2015
Q3 | $21.4M | Buy |
368,439
+6,567
| +2% | +$361K | 0.01% | 1673 |
|
|
2015
Q2 | $18.6M | Buy |
361,872
+30,775
| +9% | +$1.65M | 0.01% | 1909 |
|
|
2015
Q1 | $18.3M | Buy |
331,097
+15,976
| +5% | +$879K | 0.01% | 1867 |
|
|
2014
Q4 | $17.6M | Buy |
315,121
+70,395
| +29% | +$3.71M | 0.01% | 1878 |
|
|
2014
Q3 | $11.7M | Buy |
244,726
+3,033
| +1% | +$151K | 0.01% | 2085 |
|
|
2014
Q2 | $12.9M | Buy |
241,693
+15,230
| +7% | +$770K | 0.01% | 2038 |
|
|
2014
Q1 | $10.7M | Buy |
226,463
+3,583
| +2% | +$165K | 0.01% | 2142 |
|
|
2013
Q4 | $10.1M | Buy |
222,880
+16,013
| +8% | +$707K | 0.01% | 2161 |
|
|
2013
Q3 | $8.81M | Buy |
206,867
+13,121
| +7% | +$554K | 0.01% | 2209 |
|
|
2013
Q2 | $7.95M | Buy |
+193,746
| New | +$8.26M | 0.01% | 2204 |
|
Other funds holding ATO
VCM
VPM
