Icon Advisers’s Atmos Energy ATO Stock Holding History

Icon Advisers’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	$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

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

Icon Advisers's ATO Position: Q1 2026 in Review

Icon Advisers held its Atmos Energy (ATO) position steady in Q1 2026 at 7,480 shares worth $1.38M. The position accounts for 0.32% of the portfolio, ranked #109.

Icon Advisers first reported a position in ATO in Q2 2013 and has held it in 27 quarters since. The position peaked at $19.2M in Q3 2014. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Icon Advisers held 7,480 shares of Atmos Energy worth $1.38M as of Q1 2026.
Icon Advisers left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.32% of Icon Advisers's portfolio in Q1 2026, its #109 holding.
Icon Advisers first reported a position in Atmos Energy in Q2 2013 and has held it in 27 quarters since.
Icon Advisers's Atmos Energy position peaked at $19.2M in Q3 2014.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Icon Advisers's 13F filing for Q1 2026, filed 13 May 2026.