Fulton Breakefield Broenniman’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 | $411K | Hold |
2,227
| – | – | 0.03% | 129 |
|
|
2025
Q4 | $373K | Hold |
2,227
| – | – | 0.02% | 143 |
|
|
2025
Q3 | $380K | Hold |
2,227
| – | – | 0.02% | 144 |
|
|
2025
Q2 | $343K | Sell |
2,227
-683
| -23% | -$106K | 0.02% | 147 |
|
|
2025
Q1 | $450K | Sell |
2,910
-502
| -15% | -$73.2K | 0.03% | 120 |
|
|
2024
Q4 | $475K | Buy |
3,412
+194
| +6% | +$27.6K | 0.03% | 119 |
|
|
2024
Q3 | $446K | Sell |
3,218
-955
| -23% | -$123K | 0.03% | 121 |
|
|
2024
Q2 | $487K | Sell |
4,173
-60
| -1% | -$6.99K | 0.04% | 115 |
|
|
2024
Q1 | $503K | Sell |
4,233
-45
| -1% | -$5.16K | 0.04% | 110 |
|
|
2023
Q4 | $496K | Sell |
4,278
-135
| -3% | -$15.1K | 0.04% | 114 |
|
|
2023
Q3 | $468K | Hold |
4,413
| – | – | 0.04% | 111 |
|
|
2023
Q2 | $513K | Hold |
4,413
| – | – | 0.04% | 113 |
|
|
2023
Q1 | $496K | Hold |
4,413
| – | – | 0.04% | 112 |
|
|
2022
Q4 | $495K | Buy |
4,413
+9
| +0.2% | +$990 | 0.04% | 111 |
|
|
2022
Q3 | $449K | Buy |
4,404
+9
| +0.2% | +$1.03K | 0.04% | 106 |
|
|
2022
Q2 | $493K | Buy |
+4,395
| New | +$504K | 0.04% | 110 |
|
|
2022
Q1 | – | Sell |
-4,979
| Closed | -$522K | – | 169 |
|
|
2021
Q4 | $522K | Buy |
4,979
+2,022
| +68% | +$192K | 0.04% | 118 |
|
|
2021
Q3 | $261K | Sell |
2,957
-450
| -13% | -$43.5K | 0.02% | 159 |
|
|
2021
Q2 | $327K | Hold |
3,407
| – | – | 0.03% | 153 |
|
|
2021
Q1 | $337K | Buy |
3,407
+120
| +4% | +$10.9K | 0.03% | 149 |
|
|
2020
Q4 | $314K | Sell |
3,287
-120
| -4% | -$11.6K | 0.04% | 115 |
|
|
2020
Q3 | $326K | Sell |
3,407
-125
| -4% | -$12.5K | 0.04% | 143 |
|
|
2020
Q2 | $352K | Sell |
3,532
-125
| -3% | -$12.6K | 0.04% | 129 |
|
|
2020
Q1 | $363K | Sell |
3,657
-5
| -0.1% | -$550 | 0.05% | 111 |
|
|
2019
Q4 | $410K | Hold |
3,662
| – | – | 0.05% | 131 |
|
|
2019
Q3 | $417K | Buy |
+3,662
| New | +$400K | 0.05% | 116 |
|
|
2016
Q2 | – | Sell |
-20,574
| Closed | -$1.53M | – | 120 |
|
|
2016
Q1 | $1.53M | Buy |
20,574
+3,425
| +20% | +$235K | 0.33% | 76 |
|
|
2015
Q4 | $1.08M | Sell |
17,149
-570
| -3% | -$35K | 0.24% | 89 |
|
|
2015
Q3 | $1.03M | Sell |
17,719
-4,934
| -22% | -$271K | 0.24% | 91 |
|
|
2015
Q2 | $1.16M | Sell |
22,653
-1,119
| -5% | -$60K | 0.25% | 91 |
|
|
2015
Q1 | $1.31M | Sell |
23,772
-1,195
| -5% | -$65.8K | 0.29% | 88 |
|
|
2014
Q4 | $1.39M | Sell |
24,967
-943
| -4% | -$49.7K | 0.3% | 87 |
|
|
2014
Q3 | $1.24M | Sell |
25,910
-537
| -2% | -$26.8K | 0.29% | 91 |
|
|
2014
Q2 | $1.41M | Sell |
26,447
-1,933
| -7% | -$97.7K | 0.34% | 86 |
|
|
2014
Q1 | $1.34M | Sell |
28,380
-836
| -3% | -$38.5K | 0.34% | 83 |
|
|
2013
Q4 | $1.33M | Sell |
29,216
-2,804
| -9% | -$124K | 0.35% | 86 |
|
|
2013
Q3 | $1.36M | Buy |
32,020
+657
| +2% | +$27.7K | 0.37% | 83 |
|
|
2013
Q2 | $1.29M | Buy |
+31,363
| New | +$1.34M | 0.38% | 81 |
|
Other funds holding ATO
VCM
VPM
Fulton Breakefield Broenniman's ATO Position: Q1 2026 in Review
Fulton Breakefield Broenniman held its Atmos Energy (ATO) position steady in Q1 2026 at 2,227 shares worth $411K. The position accounts for 0.03% of the portfolio, ranked #129.
Fulton Breakefield Broenniman first reported a position in ATO in Q2 2013 and has held it in 38 quarters since. The position peaked at $1.53M in Q1 2016. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Fulton Breakefield Broenniman held 2,227 shares of Atmos Energy worth $411K as of Q1 2026.
- Fulton Breakefield Broenniman left its Atmos Energy share count unchanged in Q1 2026.
- Atmos Energy made up 0.03% of Fulton Breakefield Broenniman's portfolio in Q1 2026, its #129 holding.
- Fulton Breakefield Broenniman first reported a position in Atmos Energy in Q2 2013 and has held it in 38 quarters since.
- Fulton Breakefield Broenniman's Atmos Energy position peaked at $1.53M in Q1 2016.
- 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Fulton Breakefield Broenniman's 13F filing for Q1 2026, filed 27 Apr 2026.