Smithfield Trust’s Atmos Energy ATO Stock Holding History

Smithfield Trust’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	$169K	Buy	914 +349	+62%	+$61.7K	0.01%	391
2025 Q4	$95K	Hold	565	–	–	﹤0.01%	482
2025 Q3	$96K	Hold	565	–	–	﹤0.01%	466
2025 Q2	$87K	Hold	565	–	–	﹤0.01%	470
2025 Q1	$87K	Sell	565 -26	-4%	-$3.79K	﹤0.01%	453
2024 Q4	$82K	Hold	591	–	–	﹤0.01%	476
2024 Q3	$82K	Buy	591 +26	+5%	+$3.34K	﹤0.01%	484
2024 Q2	$66K	Hold	565	–	–	﹤0.01%	499
2024 Q1	$67K	Hold	565	–	–	﹤0.01%	512
2023 Q4	$66K	Hold	565	–	–	﹤0.01%	506
2023 Q3	$60K	Hold	565	–	–	﹤0.01%	501
2023 Q2	$66K	Hold	565	–	–	﹤0.01%	499
2023 Q1	$64K	Hold	565	–	–	﹤0.01%	483
2022 Q4	$64K	Hold	565	–	–	﹤0.01%	474
2022 Q3	$58K	Hold	565	–	–	﹤0.01%	480
2022 Q2	$64K	Hold	565	–	–	﹤0.01%	494
2022 Q1	$68K	Hold	565	–	–	﹤0.01%	511
2021 Q4	$60K	Hold	565	–	–	﹤0.01%	536
2021 Q3	$50K	Hold	565	–	–	﹤0.01%	561
2021 Q2	$54K	Hold	565	–	–	﹤0.01%	537
2021 Q1	$55K	Hold	565	–	–	﹤0.01%	533
2020 Q4	$54K	Hold	565	–	–	﹤0.01%	511
2020 Q3	$54K	Buy	565 +25	+5%	+$2.5K	﹤0.01%	482
2020 Q2	$54K	Hold	540	–	–	﹤0.01%	472
2020 Q1	$54K	Hold	540	–	–	0.01%	442
2019 Q4	$60K	Hold	540	–	–	0.01%	487
2019 Q3	$62K	Hold	540	–	–	0.01%	483
2019 Q2	$57K	Hold	540	–	–	0.01%	498
2019 Q1	$56K	Hold	540	–	–	0.01%	481
2018 Q4	$50K	Hold	540	–	–	0.01%	469
2018 Q3	$51K	Hold	540	–	–	0.01%	528
2018 Q2	$49K	Hold	540	–	–	0.01%	531
2018 Q1	$45K	Hold	540	–	–	0.01%	521
2017 Q4	$46K	Hold	540	–	–	0.01%	538
2017 Q3	$45K	Hold	540	–	–	0.01%	531
2017 Q2	$45K	Hold	540	–	–	0.01%	534
2017 Q1	$43K	Sell	540 -2,214	-80%	-$170K	0.01%	540
2016 Q4	$204K	Sell	2,754 -2,000	-42%	-$144K	0.03%	276
2016 Q3	$354K	Sell	4,754 -1,080	-19%	-$83.1K	0.06%	170
2016 Q2	$474K	Sell	5,834 -30	-0.5%	-$2.23K	0.09%	140
2016 Q1	$436K	Sell	5,864 -58	-1%	-$3.98K	0.08%	152
2015 Q4	$374K	Buy	5,922 +2,244	+61%	+$138K	0.08%	163
2015 Q3	$214K	Sell	3,678 -17	-0.5%	-$934	0.05%	250
2015 Q2	$189K	Hold	3,695	–	–	0.04%	294
2015 Q1	$204K	Sell	3,695 -148	-4%	-$8.14K	0.04%	311
2014 Q4	$214K	Buy	3,843 +4	+0.1%	+$211	0.04%	291
2014 Q3	$183K	Buy	3,839 +132	+4%	+$6.59K	0.04%	322
2014 Q2	$198K	Sell	3,707 -187	-5%	-$9.45K	0.04%	332
2014 Q1	$184K	Sell	3,894 -40	-1%	-$1.84K	0.04%	361
2013 Q4	$179K	Sell	3,934 -278	-7%	-$12.3K	0.04%	362
2013 Q3	$179K	Sell	4,212 -62	-1%	-$2.62K	0.04%	338
2013 Q2	$175K	Buy	+4,274	New	+$182K	0.04%	331

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

Smithfield Trust's ATO Position: Q1 2026 in Review

Smithfield Trust increased its Atmos Energy (ATO) stake by 62% in Q1 2026, buying an estimated $61.7K and bringing the position to 914 shares worth $169K. The position accounts for 0.01% of the portfolio, ranked #391.

Smithfield Trust first reported a position in ATO in Q2 2013 and has held it in 52 quarters since. The position peaked at $474K in Q2 2016. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Smithfield Trust held 914 shares of Atmos Energy worth $169K as of Q1 2026.
Smithfield Trust bought 349 Atmos Energy shares in Q1 2026, an estimated $61.7K.
Atmos Energy made up 0.01% of Smithfield Trust's portfolio in Q1 2026, its #391 holding.
Smithfield Trust first reported a position in Atmos Energy in Q2 2013 and has held it in 52 quarters since.
Smithfield Trust's Atmos Energy position peaked at $474K in Q2 2016.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Smithfield Trust's 13F filing for Q1 2026, filed 8 May 2026.