LPL Financial’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 | $35.9M | Buy |
194,277
+19,622
| +11% | +$3.47M | 0.01% | 1078 |
|
|
2025
Q4 | $29.3M | Buy |
174,655
+21,587
| +14% | +$3.73M | 0.01% | 1160 |
|
|
2025
Q3 | $26.1M | Buy |
153,068
+10,617
| +7% | +$1.71M | 0.01% | 1192 |
|
|
2025
Q2 | $22M | Buy |
142,451
+32,679
| +30% | +$5.08M | 0.01% | 1199 |
|
|
2025
Q1 | $17M | Buy |
109,772
+18,753
| +21% | +$2.74M | 0.01% | 1251 |
|
|
2024
Q4 | $12.7M | Buy |
91,019
+16,735
| +23% | +$2.38M | 0.01% | 1368 |
|
|
2024
Q3 | $10.3M | Buy |
74,284
+4,642
| +7% | +$596K | ﹤0.01% | 1444 |
|
|
2024
Q2 | $8.12M | Buy |
69,642
+1,180
| +2% | +$138K | ﹤0.01% | 1501 |
|
|
2024
Q1 | $8.14M | Sell |
68,462
-2,830
| -4% | -$325K | ﹤0.01% | 1460 |
|
|
2023
Q4 | $8.26M | Buy |
71,292
+1,629
| +2% | +$182K | 0.01% | 1358 |
|
|
2023
Q3 | $7.38M | Buy |
69,663
+450
| +0.7% | +$52.5K | 0.01% | 1349 |
|
|
2023
Q2 | $8.05M | Buy |
69,213
+7,612
| +12% | +$881K | 0.01% | 1259 |
|
|
2023
Q1 | $6.92M | Sell |
61,601
-5,692
| -8% | -$647K | 0.01% | 1307 |
|
|
2022
Q4 | $7.54M | Buy |
67,293
+5,573
| +9% | +$613K | 0.01% | 1207 |
|
|
2022
Q3 | $6.29M | Buy |
61,720
+2,380
| +4% | +$273K | 0.01% | 1214 |
|
|
2022
Q2 | $6.65M | Buy |
59,340
+4,080
| +7% | +$467K | 0.01% | 1208 |
|
|
2022
Q1 | $6.6M | Buy |
55,260
+3,266
| +6% | +$357K | 0.01% | 1274 |
|
|
2021
Q4 | $5.45M | Buy |
51,994
+9,632
| +23% | +$913K | ﹤0.01% | 1405 |
|
|
2021
Q3 | $3.74M | Sell |
42,362
-1,228
| -3% | -$119K | ﹤0.01% | 1589 |
|
|
2021
Q2 | $4.19M | Buy |
43,590
+4,023
| +10% | +$403K | ﹤0.01% | 1468 |
|
|
2021
Q1 | $3.91M | Buy |
39,567
+9,634
| +32% | +$877K | ﹤0.01% | 1390 |
|
|
2020
Q4 | $2.86M | Buy |
29,933
+3,297
| +12% | +$318K | ﹤0.01% | 1443 |
|
|
2020
Q3 | $2.55M | Buy |
26,636
+6,314
| +31% | +$630K | ﹤0.01% | 1324 |
|
|
2020
Q2 | $2.02M | Buy |
20,322
+2,832
| +16% | +$286K | ﹤0.01% | 1346 |
|
|
2020
Q1 | $1.74M | Sell |
17,490
-7,038
| -29% | -$774K | ﹤0.01% | 1283 |
|
|
2019
Q4 | $2.74M | Buy |
24,528
+6,535
| +36% | +$717K | 0.01% | 1161 |
|
|
2019
Q3 | $2.05M | Buy |
17,993
+507
| +3% | +$55.4K | ﹤0.01% | 1239 |
|
|
2019
Q2 | $1.85M | Sell |
17,486
-361
| -2% | -$37K | ﹤0.01% | 1298 |
|
|
2019
Q1 | $1.84M | Buy |
17,847
+1,427
| +9% | +$139K | ﹤0.01% | 1234 |
|
|
2018
Q4 | $1.52M | Buy |
16,420
+1,667
| +11% | +$159K | ﹤0.01% | 1234 |
|
|
2018
Q3 | $1.39M | Sell |
14,753
-268
| -2% | -$24.7K | ﹤0.01% | 1428 |
|
|
2018
Q2 | $1.35M | Sell |
15,021
-581
| -4% | -$50.3K | ﹤0.01% | 1414 |
|
|
2018
Q1 | $1.31M | Buy |
15,602
+235
| +2% | +$19.1K | ﹤0.01% | 1403 |
|
|
2017
Q4 | $1.32M | Buy |
15,367
+166
| +1% | +$14.6K | ﹤0.01% | 1340 |
|
|
2017
Q3 | $1.27M | Sell |
15,201
-480
| -3% | -$41.4K | ﹤0.01% | 1269 |
|
|
2017
Q2 | $1.3M | Buy |
15,681
+1,080
| +7% | +$88.6K | ﹤0.01% | 1212 |
|
|
2017
Q1 | $1.15M | Sell |
14,601
-1,412
| -9% | -$108K | 0.01% | 1169 |
|
|
2016
Q4 | $1.19M | Sell |
16,013
-443
| -3% | -$32K | 0.01% | 1096 |
|
|
2016
Q3 | $1.17M | Sell |
16,456
-855
| -5% | -$65.8K | 0.01% | 1071 |
|
|
2016
Q2 | $1.41M | Sell |
17,311
-12,462
| -42% | -$924K | 0.01% | 953 |
|
|
2016
Q1 | $2.18M | Buy |
29,773
+527
| +2% | +$36.2K | 0.01% | 1149 |
|
|
2015
Q4 | $1.83M | Buy |
29,246
+14,782
| +102% | +$908K | 0.01% | 1230 |
|
|
2015
Q3 | $859K | Sell |
14,464
-3,035
| -17% | -$167K | ﹤0.01% | 1350 |
|
|
2015
Q2 | $917K | Sell |
17,499
-1,653
| -9% | -$88.6K | ﹤0.01% | 1446 |
|
|
2015
Q1 | $1.07M | Buy |
19,152
+2,322
| +14% | +$128K | 0.01% | 1302 |
|
|
2014
Q4 | $938K | Sell |
16,830
-1,252
| -7% | -$65.9K | 0.01% | 1349 |
|
|
2014
Q3 | $858K | Sell |
18,082
-2,272
| -11% | -$113K | 0.01% | 1375 |
|
|
2014
Q2 | $1.09M | Sell |
20,354
-1,796
| -8% | -$90.8K | 0.01% | 1261 |
|
|
2014
Q1 | $1.04M | Sell |
22,150
-2,497
| -10% | -$115K | 0.01% | 1237 |
|
|
2013
Q4 | $1.12M | Buy |
24,647
+362
| +1% | +$16K | 0.01% | 1170 |
|
|
2013
Q3 | $1.02M | Buy |
24,285
+2,019
| +9% | +$85.3K | 0.01% | 1173 |
|
|
2013
Q2 | $914K | Buy |
+22,266
| New | +$949K | 0.01% | 1183 |
|
Other funds holding ATO
VCM
VPM
LPL Financial's ATO Position: Q1 2026 in Review
LPL Financial increased its Atmos Energy (ATO) stake by 11% in Q1 2026, buying an estimated $3.47M and bringing the position to 194,277 shares worth $35.9M. The position accounts for 0.01% of the portfolio, ranked #1078.
LPL Financial 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.
- LPL Financial held 194,277 shares of Atmos Energy worth $35.9M as of Q1 2026.
- LPL Financial bought 19,622 Atmos Energy shares in Q1 2026, an estimated $3.47M.
- Atmos Energy made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1078 holding.
- LPL Financial 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 LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.