Scotia Capital’s Atmos Energy ATO Stock Holding History

Scotia 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	–	Sell	-9,203	Closed	-$1.54M	–	922
2025 Q4	$1.54M	Sell	9,203 -82	-0.9%	-$14.2K	0.01%	501
2025 Q3	$1.59M	Buy	9,285 +194	+2%	+$31.3K	0.01%	489
2025 Q2	$1.4M	Buy	9,091 +643	+8%	+$99.9K	0.01%	477
2025 Q1	$1.31M	Buy	+8,448	New	+$1.23M	0.01%	468
2023 Q1	–	Sell	-10,198	Closed	-$1.14M	–	787
2022 Q4	$1.14M	Sell	10,198 -226	-2%	-$24.9K	0.01%	430
2022 Q3	$1.06M	Hold	10,424	–	–	0.01%	444
2022 Q2	$1.17M	Buy	+10,424	New	+$1.19M	0.01%	448
2021 Q1	–	Sell	-29,110	Closed	-$2.78M	–	801
2020 Q4	$2.78M	Buy	29,110 +4,955	+21%	+$478K	0.03%	291
2020 Q3	$2.31M	Buy	+24,155	New	+$2.41M	0.03%	280
2020 Q2	–	Sell	-22,772	Closed	-$2.26M	–	641
2020 Q1	$2.26M	Buy	22,772 +604	+3%	+$66.4K	0.03%	229
2019 Q4	$2.48M	Buy	+22,168	New	+$2.43M	0.03%	258
2016 Q3	–	Sell	-3,435	Closed	-$279K	–	772
2016 Q2	$279K	Buy	+3,435	New	+$255K	0.01%	607

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

Scotia Capital's ATO Position: Q1 2026 in Review

Scotia Capital sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 9,203 shares — an estimated $1.54M sold.

Scotia Capital first reported a position in ATO in Q2 2016 and held it in 12 quarters. The position peaked at $2.78M in Q4 2020. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Scotia Capital reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
Scotia Capital sold 9,203 Atmos Energy shares in Q1 2026, an estimated $1.54M.
Scotia Capital first reported a position in Atmos Energy in Q2 2016 and held it in 12 quarters.
Scotia Capital's Atmos Energy position peaked at $2.78M in Q4 2020.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

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