Novare Capital Management’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 | $635K | Sell |
3,440
-400
| -10% | -$70.7K | 0.05% | 127 |
|
|
2025
Q4 | $644K | Sell |
3,840
-60
| -2% | -$10.4K | 0.05% | 128 |
|
|
2025
Q3 | $666K | Hold |
3,900
| – | – | 0.05% | 129 |
|
|
2025
Q2 | $601K | Sell |
3,900
-100
| -3% | -$15.5K | 0.05% | 135 |
|
|
2025
Q1 | $618K | Sell |
4,000
-170
| -4% | -$24.8K | 0.05% | 135 |
|
|
2024
Q4 | $581K | Sell |
4,170
-65
| -2% | -$9.25K | 0.05% | 136 |
|
|
2024
Q3 | $587K | Sell |
4,235
-100
| -2% | -$12.8K | 0.05% | 135 |
|
|
2024
Q2 | $506K | Sell |
4,335
-290
| -6% | -$33.8K | 0.05% | 131 |
|
|
2024
Q1 | $550K | Sell |
4,625
-300
| -6% | -$34.4K | 0.05% | 128 |
|
|
2023
Q4 | $571K | Sell |
4,925
-60
| -1% | -$6.71K | 0.06% | 123 |
|
|
2023
Q3 | $528K | Hold |
4,985
| – | – | 0.06% | 123 |
|
|
2023
Q2 | $580K | Sell |
4,985
-30
| -0.6% | -$3.47K | 0.06% | 124 |
|
|
2023
Q1 | $563K | Sell |
5,015
-170
| -3% | -$19.3K | 0.06% | 122 |
|
|
2022
Q4 | $581K | Hold |
5,185
| – | – | 0.07% | 119 |
|
|
2022
Q3 | $528K | Hold |
5,185
| – | – | 0.07% | 116 |
|
|
2022
Q2 | $581K | Sell |
5,185
-50
| -1% | -$5.73K | 0.07% | 114 |
|
|
2022
Q1 | $626K | Hold |
5,235
| – | – | 0.07% | 114 |
|
|
2021
Q4 | $548K | Buy |
5,235
+100
| +2% | +$9.48K | 0.06% | 111 |
|
|
2021
Q3 | $453K | Hold |
5,135
| – | – | 0.05% | 111 |
|
|
2021
Q2 | $494K | Sell |
5,135
-325
| -6% | -$32.6K | 0.06% | 105 |
|
|
2021
Q1 | $540K | Sell |
5,460
-790
| -13% | -$71.9K | 0.07% | 102 |
|
|
2020
Q4 | $596K | Sell |
6,250
-955
| -13% | -$92.1K | 0.08% | 99 |
|
|
2020
Q3 | $689K | Buy |
7,205
+600
| +9% | +$59.9K | 0.1% | 101 |
|
|
2020
Q2 | $658K | Sell |
6,605
-700
| -10% | -$70.6K | 0.1% | 102 |
|
|
2020
Q1 | $725K | Sell |
7,305
-300
| -4% | -$33K | 0.13% | 97 |
|
|
2019
Q4 | $851K | Sell |
7,605
-50
| -0.7% | -$5.48K | 0.12% | 109 |
|
|
2019
Q3 | $872K | Sell |
7,655
-1,050
| -12% | -$115K | 0.13% | 105 |
|
|
2019
Q2 | $919K | Sell |
8,705
-500
| -5% | -$51.2K | 0.14% | 107 |
|
|
2019
Q1 | $947K | Buy |
9,205
+100
| +1% | +$9.75K | 0.15% | 97 |
|
|
2018
Q4 | $844K | Hold |
9,105
| – | – | 0.15% | 103 |
|
|
2018
Q3 | $855K | Hold |
9,105
| – | – | 0.14% | 105 |
|
|
2018
Q2 | $821K | Hold |
9,105
| – | – | 0.14% | 109 |
|
|
2018
Q1 | $767K | Sell |
9,105
-900
| -9% | -$73.3K | 0.13% | 114 |
|
|
2017
Q4 | $859K | Hold |
10,005
| – | – | 0.15% | 112 |
|
|
2017
Q3 | $839K | Hold |
10,005
| – | – | 0.15% | 111 |
|
|
2017
Q2 | $830K | Sell |
10,005
-450
| -4% | -$36.9K | 0.19% | 86 |
|
|
2017
Q1 | $826K | Sell |
10,455
-800
| -7% | -$61.4K | 0.19% | 85 |
|
|
2016
Q4 | $835K | Buy |
11,255
+3,190
| +40% | +$230K | 0.2% | 83 |
|
|
2016
Q3 | $601K | Hold |
8,065
| – | – | 0.16% | 88 |
|
|
2016
Q2 | $656K | Sell |
8,065
-240
| -3% | -$17.8K | 0.18% | 85 |
|
|
2016
Q1 | $617K | Buy |
8,305
+1,000
| +14% | +$68.6K | 0.17% | 86 |
|
|
2015
Q4 | $461K | Hold |
7,305
| – | – | 0.13% | 94 |
|
|
2015
Q3 | $425K | Hold |
7,305
| – | – | 0.12% | 98 |
|
|
2015
Q2 | $375K | Sell |
7,305
-240
| -3% | -$12.9K | 0.09% | 93 |
|
|
2015
Q1 | $417K | Hold |
7,545
| – | – | 0.1% | 91 |
|
|
2014
Q4 | $421K | Hold |
7,545
| – | – | 0.1% | 93 |
|
|
2014
Q3 | $360K | Sell |
7,545
-250
| -3% | -$12.5K | 0.09% | 98 |
|
|
2014
Q2 | $416K | Sell |
7,795
-200
| -3% | -$10.1K | 0.1% | 98 |
|
|
2014
Q1 | $377K | Sell |
7,995
-7,445
| -48% | -$343K | 0.1% | 103 |
|
|
2013
Q4 | $701K | Sell |
15,440
-1,610
| -9% | -$71.1K | 0.19% | 89 |
|
|
2013
Q3 | $726K | Sell |
17,050
-725
| -4% | -$30.6K | 0.23% | 84 |
|
|
2013
Q2 | $730K | Buy |
+17,775
| New | +$757K | 0.25% | 81 |
|
Other funds holding ATO
VCM
VPM
Novare Capital Management's ATO Position: Q1 2026 in Review
Novare Capital Management reduced its Atmos Energy (ATO) stake by 10% in Q1 2026, selling an estimated $70.7K and leaving 3,440 shares worth $635K. The position accounts for 0.05% of the portfolio, ranked #127.
Novare Capital Management first reported a position in ATO in Q2 2013 and has held it in 52 quarters since. The position peaked at $947K in Q1 2019. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Novare Capital Management held 3,440 shares of Atmos Energy worth $635K as of Q1 2026.
- Novare Capital Management sold 400 Atmos Energy shares in Q1 2026, an estimated $70.7K.
- Atmos Energy made up 0.05% of Novare Capital Management's portfolio in Q1 2026, its #127 holding.
- Novare Capital Management first reported a position in Atmos Energy in Q2 2013 and has held it in 52 quarters since.
- Novare Capital Management's Atmos Energy position peaked at $947K in Q1 2019.
- 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Novare Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.