Atmos Energy Corporation
US ˙ NYSE ˙ US0495601058

SecurityATO / Atmos Energy Corporation
InstitutionCaptrust Financial Advisors
Latest Disclosed Ownership34,175 shares
Latest Disclosed Value $ 6,312,807
Captrust Financial Advisors reports 62.44% increase in ownership of ATO / Atmos Energy Corporation

On May 14, 2026 - Captrust Financial Advisors filed a 13F-HR form disclosing ownership of 34,175 shares of Atmos Energy Corporation (US:ATO) valued at $6,312,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 21,039 shares of Atmos Energy Corporation. This represents a change in shares of 62.44% during the quarter. The current value of the position is $5,740,033 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ATMOS ENERGY CORP COM Stock 049560105 34,175 13,136 62.44 6,313 79.01 0.0109
2026-02-17 2025-12-31 13F ATMOS ENERGY CORP COM Stock 049560105 21,039 -370 -1.73 3,527 -3.53 0.0067
2025-11-19 2025-09-30 13F ATMOS ENERGY CORP COM Stock 049560105 21,409 36 0.17 3,656 10.99 0.0075
2025-08-15 2025-06-30 13F ATMOS ENERGY CORP COM Stock 049560105 21,373 -4,643 -17.85 3,294 -18.10 0.0073
2025-05-15 2025-03-31 13F ATMOS ENERGY CORP COM Stock 049560105 26,016 3,564 15.87 4,022 28.63 0.0101
2025-02-14 2024-12-31 13F ATMOS ENERGY CORP COM Stock 049560105 22,452 -1,181 -5.00 3,127 -4.64 0.0089
2024-11-14 2024-09-30 13F ATMOS ENERGY CORP COM Stock 049560105 23,633 -5,086 -17.71 3,278 -2.15 0.0097
2024-08-15 2024-06-30 13F ATMOS ENERGY CORP COM Stock 049560105 28,719 3,174 12.43 3,350 10.34 0.0108
2024-05-15 2024-03-31 13F ATMOS ENERGY CORP COM Stock 049560105 25,545 -19,473 -43.26 3,036 -41.81 0.0112
2024-02-14 2023-12-31 13F ATMOS ENERGY CORP COM Stock 049560105 45,018 5,061 12.67 5,218 23.28 0.0180
2023-11-15 2023-09-30 13F ATMOS ENERGY CORP COM Stock 049560105 39,957 3,224 8.78 4,233 -0.96 0.0162
2023-08-15 2023-06-30 13F ATMOS ENERGY CORP COM Stock 049560105 36,733 281 0.77 4,274 4.35 0.0168
2023-05-15 2023-03-31 13F ATMOS ENERGY CORP COM Stock 049560105 36,452 565 1.57 4,096 1.84 0.0180
2023-02-15 2022-12-31 13F ATMOS ENERGY CORP COM Stock 049560105 35,887 1,587 4.63 4,022 15.12 0.0202
2022-11-16 2022-09-30 13F ATMOS ENERGY CORP COM Stock 049560105 34,300 -2,454 -6.68 3,493 -15.22 0.0203
2022-08-23 2022-06-30 13F/A-1 ATMOS ENERGY CORP COM Common Stock 049560105 36,754 6,585 21.83 4,120 14.29 0.0266
2022-08-16 2022-06-30 13F ATMOS ENERGY CORP COM COM 049560105 37,021 6,852 4,150 0.0301
2022-05-16 2022-03-31 13F ATMOS ENERGY COM 049560105 30,169 18,268 153.50 3,605 189.09 0.0233
2022-02-14 2021-12-31 13F ATMOS ENERGY CORP COM Common Stock 049560105 11,901 265 2.28 1,247 21.54 0.0086
2021-11-16 2021-09-30 13F ATMOS ENERGY CORP COM Common Stock 049560105 11,636 43 0.37 1,026 -7.90 0.0085
2021-08-16 2021-06-30 13F ATMOS ENERGY CORP COM Common Stock 049560105 11,593 83 0.72 1,114 -2.11 0.0104
2021-05-17 2021-03-31 13F ATMOS ENERGY CORP COM Common Stock 049560105 11,510 1,237 12.04 1,138 16.12 0.0123
2021-02-16 2020-12-31 13F ATMOS ENERGY CORP COM Common Stock 049560105 10,273 921 9.85 980 9.74 0.0130
2020-11-17 2020-09-30 13F ATMOS ENERGY CORP COM Common Stock 049560105 9,352 -821 -8.07 893 -12.79 0.0148
2020-08-14 2020-06-30 13F ATMOS ENERGY CORP COM Common Stock 049560105 10,173 -125 -1.21 1,024 5.03 0.0169
2020-05-15 2020-03-31 13F ATMOS ENERGY CORP COM Common Stock 049560105 10,298 -101 -0.97 975 -15.07 0.0215
2020-02-14 2019-12-31 13F ATMOS ENERGY COM 049560105 10,399 9,573 1,158.96 1,148 1,121.28 0.0181
2019-11-14 2019-09-30 13F ATMOS ENERGY CORP COM Common Stock 049560105 826 0 0.00 94 8.05 0.0033
2019-08-13 2019-06-30 13F ATMOS ENERGY CORP COM Common Stock 049560105 826 471 132.68 87 135.14 0.0032
2019-05-15 2019-03-31 13F ATMOS ENERGY CORP COM Common Stock 049560105 355 100 39.22 37 54.17 0.0015
2019-02-13 2018-12-31 13F ATMOS ENERGY CORP COM Common Stock 049560105 255 0 0.00 24 0.00 0.0013
2018-11-15 2018-09-30 13F ATMOS ENERGY CORP COM Common Stock 049560105 255 0 0.00 24 4.35 0.0011
2018-08-13 2018-06-30 13F ATMOS ENERGY CORP COM Common Stock 049560105 255 0 0.00 23 9.52 0.0013
2018-05-15 2018-03-31 13F ATMOS ENERGY CORP COM Common Stock 049560105 255 0 0.00 21 -4.55 0.0013
2018-02-14 2017-12-31 13F ATMOS ENERGY CORP COM Common Stock 049560105 255 255 22 0.0013
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.