Duff & Phelps 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
Q2
$110M Buy
637,725
+29,780
+5% +$5.33M 1.04% 34
2026
Q1
$112M Sell
607,945
-44,361
-7% -$7.84M 1.17% 30
2025
Q4
$109M Sell
652,306
-45,198
-6% -$7.81M 1.24% 25
2025
Q3
$119M Sell
697,504
-47,674
-6% -$7.7M 1.35% 22
2025
Q2
$115M Sell
745,178
-68,150
-8% -$10.6M 1.35% 26
2025
Q1
$126M Sell
813,328
-6,130
-0.7% -$894K 1.47% 21
2024
Q4
$114M Sell
819,458
-35,081
-4% -$4.99M 1.37% 23
2024
Q3
$119M Sell
854,539
-66,902
-7% -$8.6M 1.36% 22
2024
Q2
$107M Sell
921,441
-98,138
-10% -$11.4M 1.37% 19
2024
Q1
$121M Buy
1,019,579
+249
+0% +$28.6K 1.45% 19
2023
Q4
$118M Buy
1,019,330
+42,342
+4% +$4.73M 1.42% 19
2023
Q3
$103M Sell
976,988
-49,950
-5% -$5.83M 1.36% 22
2023
Q2
$119M Sell
1,026,938
-56,337
-5% -$6.52M 1.45% 20
2023
Q1
$122M Buy
1,083,275
+26,059
+2% +$2.96M 1.48% 18
2022
Q4
$118M Buy
1,057,216
+4,319
+0.4% +$475K 1.44% 21
2022
Q3
$107M Buy
1,052,897
+36,975
+4% +$4.24M 1.35% 25
2022
Q2
$114M Sell
1,015,922
-23,967
-2% -$2.75M 1.41% 25
2022
Q1
$124M Sell
1,039,889
-105,463
-9% -$11.5M 1.44% 24
2021
Q4
$120M Buy
1,145,352
+2,581
+0.2% +$245K 1.41% 24
2021
Q3
$101M Buy
1,142,771
+49,885
+5% +$4.82M 1.31% 25
2021
Q2
$105M Sell
1,092,886
-4,104
-0.4% -$411K 1.37% 26
2021
Q1
$108M Buy
1,096,990
+123,535
+13% +$11.2M 1.48% 18
2020
Q4
$92.9M Buy
973,455
+3,700
+0.4% +$357K 1.35% 24
2020
Q3
$92.7M Buy
969,755
+32,995
+4% +$3.29M 1.44% 24
2020
Q2
$93.3M Sell
936,760
-965
-0.1% -$97.3K 1.47% 23
2020
Q1
$93M Sell
937,725
-14,260
-1% -$1.57M 1.62% 19
2019
Q4
$106M Buy
951,985
+32,338
+4% +$3.55M 1.41% 27
2019
Q3
$105M Sell
919,647
-8,796
-0.9% -$962K 1.42% 23
2019
Q2
$98M Buy
928,443
+135,810
+17% +$13.9M 1.37% 23
2019
Q1
$81.6M Sell
792,633
-2,135
-0.3% -$208K 1.23% 30
2018
Q4
$73.7M Sell
794,768
-2,497
-0.3% -$239K 1.24% 29
2018
Q3
$74.9M Sell
797,265
-390
-0% -$36K 1.13% 32
2018
Q2
$71.9M Sell
797,655
-1,025
-0.1% -$88.7K 1.07% 35
2018
Q1
$67.3M Sell
798,680
-5,105
-0.6% -$416K 1.05% 33
2017
Q4
$69M Buy
803,785
+100,000
+14% +$8.8M 0.99% 42
2017
Q3
$59M Sell
703,785
-1,045
-0.1% -$90.1K 0.83% 52
2017
Q2
$58.5M Buy
704,830
+28,885
+4% +$2.37M 0.84% 48
2017
Q1
$53.4M Buy
675,945
+117,655
+21% +$9.03M 0.76% 58
2016
Q4
$41.4M Sell
558,290
-16,480
-3% -$1.19M 0.6% 74
2016
Q3
$42.8M Buy
574,770
+30,380
+6% +$2.34M 0.6% 71
2016
Q2
$44.3M Sell
544,390
-1,145
-0.2% -$84.9K 0.66% 66
2016
Q1
$40.5M Sell
545,535
-2,260
-0.4% -$155K 0.64% 62
2015
Q4
$34.5M Sell
547,795
-6,625
-1% -$407K 0.58% 74
2015
Q3
$32.3M Sell
554,420
-5,045
-0.9% -$277K 0.52% 76
2015
Q2
$28.7M Buy
+559,465
New +$30M 0.44% 84

Other funds holding ATO

Duff & Phelps Investment Management's ATO Position: Q2 2026 in Review

Duff & Phelps Investment Management increased its Atmos Energy (ATO) stake by 4.9% in Q2 2026, buying an estimated $5.33M and bringing the position to 637,725 shares worth $110M. The position accounts for 1.04% of the portfolio, ranked #34.

Duff & Phelps Investment Management first reported a position in ATO in Q2 2015 and has held it in 45 quarters since. The position peaked at $126M in Q1 2025. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Duff & Phelps Investment Management held 637,725 shares of Atmos Energy worth $110M as of Q2 2026.
  • Duff & Phelps Investment Management bought 29,780 Atmos Energy shares in Q2 2026, an estimated $5.33M.
  • Atmos Energy made up 1.04% of Duff & Phelps Investment Management's portfolio in Q2 2026, its #34 holding.
  • Duff & Phelps Investment Management first reported a position in Atmos Energy in Q2 2015 and has held it in 45 quarters since.
  • Duff & Phelps Investment Management's Atmos Energy position peaked at $126M in Q1 2025.
  • 1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Duff & Phelps Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.