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Kinloch Capital’s Atmos Energy ATO Stock Holding History

Kinloch Capital’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 		$4.54M Sell
24,595
-1,528
-6% -$270K 1.85% 14
2025
Q4 		$4.38M Sell
26,123
-6
-0% -$1.04K 1.89% 16
2025
Q3 		$4.46M Hold
26,129
– – 1.95% 13
2025
Q2 		$4.03M Buy
26,129
+62
+0.2% +$9.63K 1.87% 15
2025
Q1 		$4.03M Sell
26,067
-3,524
-12% -$514K 1.93% 18
2024
Q4 		$4.12M Buy
29,591
+719
+2% +$102K 2.07% 14
2024
Q3 		$4M Sell
28,872
-955
-3% -$123K 1.94% 21
2024
Q2 		$3.48M Sell
29,827
-579
-2% -$67.5K 1.81% 22
2024
Q1 		$3.61M Buy
30,406
+1,779
+6% +$204K 1.86% 26
2023
Q4 		$3.32M Sell
28,627
-1,135
-4% -$127K 2.11% 16
2023
Q3 		$3.15M Sell
29,762
-128
-0.4% -$14.9K 1.97% 19
2023
Q2 		$3.48M Sell
29,890
-361
-1% -$41.8K 2.07% 20
2023
Q1 		$3.4M Buy
30,251
+2,142
+8% +$244K 1.99% 18
2022
Q4 		$3.15M Buy
28,109
+1,133
+4% +$125K 1.83% 26
2022
Q3 		$2.75M Buy
26,976
+862
+3% +$98.8K 1.81% 22
2022
Q2 		$2.93M Sell
26,114
-3,184
-11% -$365K 1.89% 23
2022
Q1 		$3.5M Buy
29,298
+1,203
+4% +$131K 2.1% 10
2021
Q4 		$2.94M Buy
28,095
+3,140
+13% +$298K 1.82% 18
2021
Q3 		$2.2M Buy
24,955
+1,543
+7% +$149K 1.55% 37
2021
Q2 		$2.25M Buy
23,412
+394
+2% +$39.5K 1.62% 30
2021
Q1 		$2.27M Buy
+23,018
New +$2.1M 1.75% 23

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kinloch Capital's ATO Position: Q1 2026 in Review

Kinloch Capital reduced its Atmos Energy (ATO) stake by 5.8% in Q1 2026, selling an estimated $270K and leaving 24,595 shares worth $4.54M. The position accounts for 1.85% of the portfolio, ranked #14.

Kinloch Capital first reported a position in ATO in Q1 2021 and has held it in 21 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Kinloch Capital held 24,595 shares of Atmos Energy worth $4.54M as of Q1 2026.
  • Kinloch Capital sold 1,528 Atmos Energy shares in Q1 2026, an estimated $270K.
  • Atmos Energy made up 1.85% of Kinloch Capital's portfolio in Q1 2026, its #14 holding.
  • Kinloch Capital first reported a position in Atmos Energy in Q1 2021 and has held it in 21 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Kinloch Capital's 13F filing for Q1 2026, filed 15 May 2026.