Simplex Trading
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Simplex Trading’s Atmos Energy ATO Stock Holding History

Simplex Trading’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
-624
Closed -$110K – 9021
2025
Q4 		$105K Buy
+624
New +$108K ﹤0.01% 4949
2025
Q3 		– Sell
-2,590
Closed -$418K – 9017
2025
Q2 		$399K Sell
2,590
-3,725
-59% -$579K ﹤0.01% 3753
2025
Q1 		$976K Buy
6,315
+5,618
+806% +$820K ﹤0.01% 2731
2024
Q4 		$97K Buy
+697
New +$99.1K ﹤0.01% 5193
2024
Q2 		– Sell
-776
Closed -$90.4K – 8732
2024
Q1 		$92K Buy
776
+594
+326% +$68.1K ﹤0.01% 5670
2023
Q4 		$21K Buy
+182
New +$20.3K ﹤0.01% 6870
2021
Q2 		– Sell
-8,882
Closed -$891K – 10001
2021
Q1 		$877K Buy
+8,882
New +$808K ﹤0.01% 2571
2020
Q4 		– Sell
-1,008
Closed -$97.2K – 8303
2020
Q3 		$96K Buy
+1,008
New +$101K ﹤0.01% 4944
2020
Q2 		– Sell
-158
Closed -$15.9K – 7561
2020
Q1 		$15K Buy
+158
New +$17.4K ﹤0.01% 6162
2019
Q1 		– Sell
-82
Closed -$7.99K – 7102
2018
Q4 		$7K Buy
+82
New +$7.84K ﹤0.01% 6032
2018
Q1 		– Sell
-551
Closed -$44.9K – 6094
2017
Q4 		$47K Buy
551
+373
+210% +$32.8K ﹤0.01% 2499
2017
Q3 		$14K Buy
+178
New +$15.4K ﹤0.01% 3459
2017
Q1 		– Sell
-96
Closed -$7.37K – 6108
2016
Q4 		$7K Buy
+96
New +$6.93K ﹤0.01% 4018
2016
Q2 		– Sell
-982
Closed -$72.8K – 5782
2016
Q1 		$72K Buy
982
+126
+15% +$8.65K 0.01% 1627
2015
Q4 		$53K Buy
+856
New +$52.6K ﹤0.01% 1861
2015
Q1 		– Sell
-2,484
Closed -$138K – 4929
2014
Q4 		$138K Buy
+2,484
New +$131K 0.02% 763

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

Simplex Trading's ATO Position: Q1 2026 in Review

Simplex Trading sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 624 shares — an estimated $110K sold.

Simplex Trading first reported a position in ATO in Q4 2014 and held it in 16 quarters. The position peaked at $976K in Q1 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Simplex Trading reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 624 Atmos Energy shares in Q1 2026, an estimated $110K.
  • Simplex Trading first reported a position in Atmos Energy in Q4 2014 and held it in 16 quarters.
  • Simplex Trading's Atmos Energy position peaked at $976K in Q1 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.