Edgemoor Investment Advisors’s Atmos Energy ATO Stock Holding History

Edgemoor Investment Advisors’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	$4.72M	Sell	25,552 -914	-3%	-$162K	0.37%	51
2025 Q4	$4.44M	Sell	26,466 -400	-1%	-$69.2K	0.34%	53
2025 Q3	$4.59M	Sell	26,866 -993	-4%	-$160K	0.35%	53
2025 Q2	$4.29M	Sell	27,859 -1,100	-4%	-$171K	0.37%	52
2025 Q1	$4.48M	Sell	28,959 -100	-0.3%	-$14.6K	0.41%	52
2024 Q4	$4.05M	Sell	29,059 -775	-3%	-$110K	0.36%	54
2024 Q3	$4.14M	Sell	29,834 -48	-0.2%	-$6.17K	0.36%	53
2024 Q2	$3.49M	Sell	29,882 -412	-1%	-$48K	0.32%	58
2024 Q1	$3.6M	Sell	30,294 -150	-0.5%	-$17.2K	0.34%	55
2023 Q4	$3.53M	Sell	30,444 -64	-0.2%	-$7.15K	0.37%	53
2023 Q3	$3.23M	Sell	30,508 -693	-2%	-$80.9K	0.38%	53
2023 Q2	$3.63M	Sell	31,201 -1,669	-5%	-$193K	0.41%	53
2023 Q1	$3.69M	Sell	32,870 -400	-1%	-$45.5K	0.45%	49
2022 Q4	$3.73M	Sell	33,270 -147	-0.4%	-$16.2K	0.47%	50
2022 Q3	$3.4M	Sell	33,417 -260	-0.8%	-$29.8K	0.45%	52
2022 Q2	$3.77M	Sell	33,677 -395	-1%	-$45.3K	0.48%	55
2022 Q1	$4.07M	Hold	34,072	–	–	0.43%	58
2021 Q4	$3.57M	Sell	34,072 -67	-0.2%	-$6.35K	0.37%	56
2021 Q3	$3.01M	Sell	34,139 -1,376	-4%	-$133K	0.34%	57
2021 Q2	$3.41M	Buy	35,515 +17	+0%	+$1.71K	0.32%	55
2021 Q1	$3.51M	Sell	35,498 -313	-0.9%	-$28.5K	0.35%	55
2020 Q4	$3.42M	Sell	35,811 -500	-1%	-$48.2K	0.38%	52
2020 Q3	$3.47M	Hold	36,311	–	–	0.43%	51
2020 Q2	$3.62M	Sell	36,311 -95	-0.3%	-$9.58K	0.49%	50
2020 Q1	$3.61M	Sell	36,406 -285	-0.8%	-$31.3K	0.59%	47
2019 Q4	$4.1M	Sell	36,691 -230	-0.6%	-$25.2K	0.47%	59
2019 Q3	$4.21M	Sell	36,921 -117	-0.3%	-$12.8K	0.52%	59
2019 Q2	$3.91M	Hold	37,038	–	–	0.49%	58
2019 Q1	$3.81M	Hold	37,038	–	–	0.5%	56
2018 Q4	$3.43M	Sell	37,038 -1,513	-4%	-$145K	0.51%	55
2018 Q3	$3.62M	Sell	38,551 -134	-0.3%	-$12.4K	0.45%	59
2018 Q2	$3.49M	Sell	38,685 -377	-1%	-$32.6K	0.47%	61
2018 Q1	$3.29M	Sell	39,062 -3,122	-7%	-$254K	0.44%	61
2017 Q4	$3.38M	Sell	42,184 -93	-0.2%	-$8.18K	0.43%	60
2017 Q3	$3.54M	Sell	42,277 -60	-0.1%	-$5.17K	0.48%	62
2017 Q2	$3.51M	Buy	42,337 +279	+0.7%	+$22.9K	0.48%	65
2017 Q1	$3.32M	Sell	42,058 -806	-2%	-$61.9K	0.47%	62
2016 Q4	$3.18M	Sell	42,864 -1,520	-3%	-$110K	0.48%	62
2016 Q3	$3.31M	Sell	44,384 -940	-2%	-$72.3K	0.51%	61
2016 Q2	$3.69M	Hold	45,324	–	–	0.58%	59
2016 Q1	$3.37M	Sell	45,324 -928	-2%	-$63.7K	0.52%	65
2015 Q4	$2.92M	Sell	46,252 -723	-2%	-$44.4K	0.44%	69
2015 Q3	$2.73M	Hold	46,975	–	–	0.42%	69
2015 Q2	$2.41M	Hold	46,975	–	–	0.35%	67
2015 Q1	$2.6M	Hold	46,975	–	–	0.37%	63
2014 Q4	$2.62M	Hold	46,975	–	–	0.38%	62
2014 Q3	$2.24M	Sell	46,975 -1,415	-3%	-$70.6K	0.33%	69
2014 Q2	$2.58M	Sell	48,390 -11	-0%	-$556	0.38%	69
2014 Q1	$2.28M	Sell	48,401 -576	-1%	-$26.5K	0.36%	66
2013 Q4	$2.23M	Sell	48,977 -692	-1%	-$30.5K	0.35%	67
2013 Q3	$2.12M	Sell	49,669 -1,073	-2%	-$45.3K	0.37%	64
2013 Q2	$2.08M	Buy	+50,742	New	+$2.16M	0.37%	63

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

Edgemoor Investment Advisors's ATO Position: Q1 2026 in Review

Edgemoor Investment Advisors reduced its Atmos Energy (ATO) stake by 3.5% in Q1 2026, selling an estimated $162K and leaving 25,552 shares worth $4.72M. The position accounts for 0.37% of the portfolio, ranked #51.

Edgemoor Investment Advisors first reported a position in ATO in Q2 2013 and has held it in 52 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Edgemoor Investment Advisors held 25,552 shares of Atmos Energy worth $4.72M as of Q1 2026.
Edgemoor Investment Advisors sold 914 Atmos Energy shares in Q1 2026, an estimated $162K.
Atmos Energy made up 0.37% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #51 holding.
Edgemoor Investment Advisors first reported a position in Atmos Energy in Q2 2013 and has held it in 52 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.