Patten & Patten’s Atmos Energy ATO Stock Holding History

Patten & Patten’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	$314K	Hold	1,702	–	–	0.02%	284
2025 Q4	$285K	Hold	1,702	–	–	0.02%	294
2025 Q3	$291K	Hold	1,702	–	–	0.02%	293
2025 Q2	$262K	Hold	1,702	–	–	0.02%	280
2025 Q1	$263K	Sell	1,702 -400	-19%	-$58.4K	0.02%	281
2024 Q4	$293K	Hold	2,102	–	–	0.02%	265
2024 Q3	$292K	Hold	2,102	–	–	0.02%	263
2024 Q2	$245K	Hold	2,102	–	–	0.02%	276
2024 Q1	$250K	Hold	2,102	–	–	0.02%	278
2023 Q4	$244K	Sell	2,102 -250	-11%	-$27.9K	0.02%	251
2023 Q3	$249K	Hold	2,352	–	–	0.02%	248
2023 Q2	$274K	Hold	2,352	–	–	0.02%	241
2023 Q1	$264K	Hold	2,352	–	–	0.02%	236
2022 Q4	$264K	Hold	2,352	–	–	0.02%	233
2022 Q3	$240K	Hold	2,352	–	–	0.02%	243
2022 Q2	$264K	Buy	+2,352	New	+$269K	0.02%	245
2014 Q2	–	Sell	-5,500	Closed	-$259K	–	208
2014 Q1	$259K	Hold	5,500	–	–	0.04%	231
2013 Q4	$250K	Hold	5,500	–	–	0.03%	225
2013 Q3	$234K	Hold	5,500	–	–	0.04%	221
2013 Q2	$226K	Buy	+5,500	New	+$234K	0.04%	212

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

Patten & Patten's ATO Position: Q1 2026 in Review

Patten & Patten held its Atmos Energy (ATO) position steady in Q1 2026 at 1,702 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #284.

Patten & Patten first reported a position in ATO in Q2 2013 and has held it in 20 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Patten & Patten held 1,702 shares of Atmos Energy worth $314K as of Q1 2026.
Patten & Patten left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.02% of Patten & Patten's portfolio in Q1 2026, its #284 holding.
Patten & Patten first reported a position in Atmos Energy in Q2 2013 and has held it in 20 quarters since.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.