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ATO in the 13F filings

Atmos Energy Corp · CUSIP 049560105

Sector · UtilitiesTheme · Energy and power infrastructure· L3VLUP-defined
Quarter
Q3 2026 · early filersQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 13 May 2024
Managers listing it
8
at least, of 95 tracked, among listed positions
Comparable managers
93
filed both Q4 2023 and Q1 2024; 7 listed it in both
Shares listed
16,646,470
combined, among listed positions
Reported value
$2.0bn
combined, at the quarter end

Among the 93 comparable managers: 6 buyers (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing ATO in Q1 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2023, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

8 of 8 holders

ActionFiling
Wellington Management Group LLP9,879,181$1.2bn0.21%Trimmed-152,85115 May 2024 (the filing on sec.gov)
Invesco Ltd2,879,799$342m0.07%Added+811,31914 May 2024 (the filing on sec.gov)
MFS Investment Management1,530,246$182m0.05%Added+46,14114 May 2024 (the filing on sec.gov)
T. Rowe Price Associates Inc1,236,298$147munder 0.1%Trimmed-4,92915 May 2024 (the filing on sec.gov)
Neuberger Berman Group LLC443,300$53munder 0.1%Added+63,89014 Nov 2024 (the filing on sec.gov)
Marshall Wace LLP370,623$44m0.07%Addedn.a.15 May 2024 (the filing on sec.gov)
AQR Capital Management LLC304,838$36m0.06%Added+82,45415 May 2024 (the filing on sec.gov)
Artisan Partners LP2,185$260kunder 0.1%Added+40413 May 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2023 to Q1 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (0)

No new position among listed positions.

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
6 in Q3 2024 to 16 in Q2 2026

Tracked managers listing it, at least.

051015202014201620182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
ATO by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20134$121mn.a.n.a.
Q3 20131$111mn.a.n.a.
Q4 20131$117mn.a.n.a.
Q1 20143$102mn.a.n.a.
Q2 20143$159mn.a.n.a.
Q3 20146$162mn.a.n.a.
Q4 20144$162mn.a.n.a.
Q1 20155$98mn.a.n.a.
Q2 20154$70mn.a.n.a.
Q3 20155$360mn.a.n.a.
Q4 20155$413mn.a.n.a.
Q1 20169$747mn.a.n.a.
Q2 20166$473mn.a.n.a.
Q3 20166$424mn.a.n.a.
Q4 20168$420mn.a.n.a.
Q1 20176$424mn.a.n.a.
Q2 20174$481mn.a.n.a.
Q3 20178$534mn.a.n.a.
Q4 20178$516mn.a.n.a.
Q1 20186$675mn.a.n.a.
Q2 20185$677mn.a.n.a.
Q3 20184$670mn.a.n.a.
Q4 201810$1.0bnn.a.n.a.
Q1 20198$1.2bnn.a.n.a.
Q2 20198$1.2bnn.a.n.a.
Q3 201911$1.3bnn.a.n.a.
Q4 20199$1.0bnn.a.n.a.
Q1 202010$869mn.a.n.a.
Q2 20208$1.2bnn.a.n.a.
Q3 20208$1.1bnn.a.n.a.
Q4 202010$520mn.a.n.a.
Q1 20216$217mn.a.n.a.
Q2 20216$435mn.a.n.a.
Q3 20214$408mn.a.n.a.
Q4 20217$726mn.a.n.a.
Q1 20225$543mn.a.n.a.
Q2 202213$686mn.a.n.a.
Q3 202214$1.5bnn.a.n.a.
Q4 202213$1.6bnn.a.n.a.
Q1 202312$1.6bnn.a.n.a.
Q2 202310$1.6bnn.a.n.a.
Q3 202310$1.5bnn.a.n.a.
Q4 202311$1.9bn102
Q1 20248$2.0bn62
Q2 202411$2.7bn100
Q3 20246$3.9bn52
Q4 20249$3.8bn35
Q1 20259$4.0bn45
Q2 20259$4.0bn73
Q3 20258$4.3bn53
Q4 20257$3.7bn1215
Q1 202611$4.3bn1911
Q2 202616$4.4bn268

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

ATO and GEV →ATO and XOM →ATO and CVX →Choose a stock to compare with ATO →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own ATO, latest filings →Back to the 13F Explorer →