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Sentry Investment Management’s Atmos Energy ATO Stock Holding History

Sentry Investment Management’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
-401
Closed -$67K – 44
2025
Q4 		$67K Hold
401
– – 0.04% 302
2025
Q3 		$71K Sell
401
-27
-6% -$4.36K 0.05% 298
2025
Q2 		$65K Hold
428
– – 0.04% 351
2025
Q1 		$62K Sell
428
-128
-23% -$18.7K 0.04% 328
2024
Q4 		$77K Sell
556
-90
-14% -$12.8K 0.04% 339
2024
Q3 		$90K Hold
646
– – 0.04% 352
2024
Q2 		$75K Sell
646
-132
-17% -$15.4K 0.03% 361
2024
Q1 		$92K Hold
778
– – 0.04% 362
2023
Q4 		$90K Sell
778
-84
-10% -$9.39K 0.04% 360
2023
Q3 		$91K Sell
862
-50
-5% -$5.83K 0.04% 368
2023
Q2 		$106K Hold
912
– – 0.04% 375
2023
Q1 		$102K Sell
912
-10
-1% -$1.14K 0.04% 359
2022
Q4 		$103K Buy
922
+68
+8% +$7.48K 0.05% 362
2022
Q3 		$87K Hold
854
– – 0.04% 380
2022
Q2 		$96K Sell
854
-166
-16% -$19K 0.04% 372
2022
Q1 		$122K Sell
1,020
-327
-24% -$35.7K 0.04% 396
2021
Q4 		$141K Buy
1,347
+349
+35% +$33.1K 0.04% 390
2021
Q3 		$88K Sell
998
-146
-13% -$14.1K 0.03% 452
2021
Q2 		$110K Hold
1,144
– – 0.03% 409
2021
Q1 		$113K Sell
1,144
-5,521
-83% -$503K 0.03% 423
2020
Q4 		$636K Sell
6,665
-357
-5% -$34.4K 0.03% 379
2020
Q3 		$671K Hold
7,022
– – 0.04% 339
2020
Q2 		$699K Buy
7,022
+22
+0.3% +$2.22K 0.04% 357
2020
Q1 		$695K Hold
7,000
– – 0.05% 278
2019
Q4 		$783K Hold
7,000
– – 0.05% 332
2019
Q3 		$797K Hold
7,000
– – 0.05% 310
2019
Q2 		$739K Hold
7,000
– – 0.05% 341
2019
Q1 		$721K Buy
+7,000
New +$682K 0.05% 342

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

Sentry Investment Management's ATO Position: Q1 2026 in Review

Sentry Investment Management sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 401 shares — an estimated $67K sold.

Sentry Investment Management first reported a position in ATO in Q1 2019 and held it in 28 quarters. The position peaked at $797K in Q3 2019. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Sentry Investment Management reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Sentry Investment Management sold 401 Atmos Energy shares in Q1 2026, an estimated $67K.
  • Sentry Investment Management first reported a position in Atmos Energy in Q1 2019 and held it in 28 quarters.
  • Sentry Investment Management's Atmos Energy position peaked at $797K in Q3 2019.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Sentry Investment Management's 13F filing for Q1 2026, filed 8 May 2026.