Tortoise Investment Management’s Atmos Energy ATO Stock Holding History

Tortoise 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
2025 Q4	–	Sell	-7	Closed	-$1.2K	–	332
2025 Q3	$1.2K	Buy	7 +3	+75%	+$484	﹤0.01%	1001
2025 Q2	$616	Buy	+4	New	+$621	﹤0.01%	1057
2024 Q3	–	Sell	-26	Closed	-$3.03K	–	886
2024 Q2	$3.03K	Hold	26	–	–	﹤0.01%	727
2024 Q1	$3.09K	Buy	26 +3	+13%	+$344	﹤0.01%	715
2023 Q4	$2.67K	Hold	23	–	–	﹤0.01%	678
2023 Q3	$2.44K	Hold	23	–	–	﹤0.01%	676
2023 Q2	$2.68K	Hold	23	–	–	﹤0.01%	668
2023 Q1	$2.58K	Hold	23	–	–	﹤0.01%	672
2022 Q4	$2.58K	Hold	23	–	–	﹤0.01%	665
2022 Q3	$2K	Sell	23 -25	-52%	-$2.86K	﹤0.01%	674
2022 Q2	$5K	Buy	+48	New	+$5.5K	﹤0.01%	580

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tortoise Investment Management's ATO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 7 shares — an estimated $1.2K sold.

Tortoise Investment Management first reported a position in ATO in Q2 2022 and held it in 11 quarters. The position peaked at $5K in Q2 2022. 978 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

Tortoise Investment Management reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 7 Atmos Energy shares in Q4 2025, an estimated $1.2K.
Tortoise Investment Management first reported a position in Atmos Energy in Q2 2022 and held it in 11 quarters.
Tortoise Investment Management's Atmos Energy position peaked at $5K in Q2 2022.
978 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.