Icon Advisers’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 | $1.29M | Hold |
7,480
| – | – | 0.24% | 127 |
|
|
2026
Q1 | $1.38M | Hold |
7,480
| – | – | 0.32% | 109 |
|
|
2025
Q4 | $1.25M | Sell |
7,480
-1,520
| -17% | -$263K | 0.27% | 126 |
|
|
2025
Q3 | $1.54M | Sell |
9,000
-500
| -5% | -$80.7K | 0.34% | 109 |
|
|
2025
Q2 | $1.46M | Hold |
9,500
| – | – | 0.33% | 106 |
|
|
2025
Q1 | $1.47M | Hold |
9,500
| – | – | 0.34% | 111 |
|
|
2024
Q4 | $1.32M | Sell |
9,500
-2,500
| -21% | -$356K | 0.3% | 122 |
|
|
2024
Q3 | $1.66M | Hold |
12,000
| – | – | 0.35% | 114 |
|
|
2024
Q2 | $1.39M | Hold |
12,000
| – | – | 0.31% | 116 |
|
|
2024
Q1 | $1.41M | Hold |
12,000
| – | – | 0.31% | 125 |
|
|
2023
Q4 | $1.39M | Hold |
12,000
| – | – | 0.32% | 119 |
|
|
2023
Q3 | $1.27M | Hold |
12,000
| – | – | 0.32% | 128 |
|
|
2023
Q2 | $1.4M | Hold |
12,000
| – | – | 0.35% | 112 |
|
|
2023
Q1 | $1.35M | Buy |
+12,000
| New | +$1.36M | 0.34% | 120 |
|
|
2018
Q4 | – | Sell |
-7,800
| Closed | -$732K | – | 276 |
|
|
2018
Q3 | $732K | Buy |
7,800
+700
| +10% | +$64.6K | 0.06% | 231 |
|
|
2018
Q2 | $640K | Hold |
7,100
| – | – | 0.05% | 251 |
|
|
2018
Q1 | $598K | Hold |
7,100
| – | – | 0.05% | 267 |
|
|
2017
Q4 | $610K | Buy |
+7,100
| New | +$624K | 0.04% | 282 |
|
|
2016
Q1 | – | Sell |
-57,766
| Closed | -$3.64M | – | 338 |
|
|
2015
Q4 | $3.64M | Sell |
57,766
-69,000
| -54% | -$4.24M | 0.25% | 127 |
|
|
2015
Q3 | $7.38M | Buy |
126,766
+38,766
| +44% | +$2.13M | 0.51% | 70 |
|
|
2015
Q2 | $4.51M | Buy |
+88,000
| New | +$4.72M | 0.28% | 107 |
|
|
2015
Q1 | – | Sell |
-52,100
| Closed | -$2.9M | – | 341 |
|
|
2014
Q4 | $2.9M | Sell |
52,100
-350,700
| -87% | -$18.5M | 0.17% | 132 |
|
|
2014
Q3 | $19.2M | Buy |
402,800
+89,800
| +29% | +$4.48M | 1.12% | 24 |
|
|
2014
Q2 | $16.7M | Sell |
313,000
-12,300
| -4% | -$622K | 1.05% | 24 |
|
|
2014
Q1 | $15.3M | Buy |
325,300
+32,500
| +11% | +$1.5M | 1.1% | 18 |
|
|
2013
Q4 | $13.3M | Buy |
292,800
+19,400
| +7% | +$856K | 0.97% | 23 |
|
|
2013
Q3 | $11.6M | Buy |
273,400
+253,600
| +1,281% | +$10.7M | 0.89% | 27 |
|
|
2013
Q2 | $813K | Buy |
+19,800
| New | +$844K | 0.06% | 241 |
|
Other funds holding ATO
Icon Advisers's ATO Position: Q2 2026 in Review
Icon Advisers held its Atmos Energy (ATO) position steady in Q2 2026 at 7,480 shares worth $1.29M. The position accounts for 0.24% of the portfolio, ranked #127.
Icon Advisers first reported a position in ATO in Q2 2013 and has held it in 28 quarters since. The position peaked at $19.2M in Q3 2014. 1,041 funds tracked by Wall St. Rank hold ATO as of Q2 2026.
- Icon Advisers held 7,480 shares of Atmos Energy worth $1.29M as of Q2 2026.
- Icon Advisers left its Atmos Energy share count unchanged in Q2 2026.
- Atmos Energy made up 0.24% of Icon Advisers's portfolio in Q2 2026, its #127 holding.
- Icon Advisers first reported a position in Atmos Energy in Q2 2013 and has held it in 28 quarters since.
- Icon Advisers's Atmos Energy position peaked at $19.2M in Q3 2014.
- 1,041 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.
Based on Icon Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.