Stevens Capital Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-1,571
| Closed | -$263K | – | 234 |
|
|
2025
Q4 | $263K | Buy |
+1,571
| New | +$272K | 0.09% | 170 |
|
|
2022
Q2 | – | Sell |
-1,778
| Closed | -$212K | – | 130 |
|
|
2022
Q1 | $212K | Sell |
1,778
-2,394
| -57% | -$261K | 0.05% | 228 |
|
|
2021
Q4 | $437K | Buy |
+4,172
| New | +$395K | 0.1% | 174 |
|
|
2021
Q3 | – | Sell |
-3,222
| Closed | -$310K | – | 180 |
|
|
2021
Q2 | $310K | Buy |
+3,222
| New | +$323K | 0.09% | 159 |
|
|
2021
Q1 | – | Sell |
-2,848
| Closed | -$272K | – | 129 |
|
|
2020
Q4 | $272K | Buy |
+2,848
| New | +$275K | 0.13% | 121 |
|
|
2019
Q4 | – | Sell |
-4,506
| Closed | -$513K | – | 591 |
|
|
2019
Q3 | $513K | Buy |
+4,506
| New | +$493K | 0.05% | 350 |
|
|
2019
Q2 | – | Sell |
-37,967
| Closed | -$3.91M | – | 630 |
|
|
2019
Q1 | $3.91M | Buy |
37,967
+11,070
| +41% | +$1.08M | 0.17% | 168 |
|
|
2018
Q4 | $2.49M | Sell |
26,897
-17,044
| -39% | -$1.63M | 0.13% | 223 |
|
|
2018
Q3 | $4.13M | Buy |
43,941
+26,099
| +146% | +$2.41M | 0.15% | 179 |
|
|
2018
Q2 | $1.61M | Buy |
17,842
+10,036
| +129% | +$869K | 0.06% | 356 |
|
|
2018
Q1 | $658K | Buy |
+7,806
| New | +$636K | 0.02% | 478 |
|
|
2017
Q4 | – | Sell |
-17,705
| Closed | -$1.48M | – | 812 |
|
|
2017
Q3 | $1.48M | Buy |
17,705
+12,039
| +212% | +$1.04M | 0.06% | 362 |
|
|
2017
Q2 | $470K | Buy |
+5,666
| New | +$465K | 0.02% | 586 |
|
|
2017
Q1 | – | Sell |
-22,377
| Closed | -$1.66M | – | 861 |
|
|
2016
Q4 | $1.66M | Buy |
+22,377
| New | +$1.62M | 0.07% | 341 |
|
|
2016
Q3 | – | Sell |
-3,253
| Closed | -$265K | – | 898 |
|
|
2016
Q2 | $265K | Buy |
+3,253
| New | +$241K | 0.01% | 713 |
|
|
2016
Q1 | – | Sell |
-22,947
| Closed | -$1.45M | – | 881 |
|
|
2015
Q4 | $1.45M | Buy |
+22,947
| New | +$1.41M | 0.06% | 349 |
|
|
2015
Q3 | – | Sell |
-78,263
| Closed | -$4.01M | – | 970 |
|
|
2015
Q2 | $4.01M | Buy |
78,263
+33,723
| +76% | +$1.81M | 0.14% | 189 |
|
|
2015
Q1 | $2.46M | Buy |
+44,540
| New | +$2.45M | 0.09% | 247 |
|
|
2014
Q4 | – | Sell |
-81,097
| Closed | -$3.87M | – | 995 |
|
|
2014
Q3 | $3.87M | Buy |
81,097
+13,840
| +21% | +$691K | 0.12% | 216 |
|
|
2014
Q2 | $3.59M | Buy |
67,257
+45,833
| +214% | +$2.32M | 0.1% | 251 |
|
|
2014
Q1 | $1.01M | Sell |
21,424
-41,469
| -66% | -$1.91M | 0.03% | 482 |
|
|
2013
Q4 | $2.86M | Buy |
+62,893
| New | +$2.78M | 0.08% | 272 |
|
|
2013
Q3 | – | Sell |
-42,385
| Closed | -$1.74M | – | 1015 |
|
|
2013
Q2 | $1.74M | Buy |
+42,385
| New | +$1.81M | 0.06% | 342 |
|
Other funds holding ATO
VCM
VPM
Stevens Capital Management's ATO Position: Q1 2026 in Review
Stevens Capital Management sold out of Atmos Energy (ATO) in Q1 2026, closing a stake of 1,571 shares — an estimated $263K sold.
Stevens Capital Management first reported a position in ATO in Q2 2013 and held it in 23 quarters. The position peaked at $4.13M in Q3 2018. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Stevens Capital Management reported no remaining Atmos Energy position as of Q1 2026 after selling out during the quarter.
- Stevens Capital Management sold 1,571 Atmos Energy shares in Q1 2026, an estimated $263K.
- Stevens Capital Management first reported a position in Atmos Energy in Q2 2013 and held it in 23 quarters.
- Stevens Capital Management's Atmos Energy position peaked at $4.13M in Q3 2018.
- 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Stevens Capital Management's 13F filing for Q1 2026, filed 11 May 2026.