Atmos Energy Corporation
US ˙ NYSE ˙ US0495601058

SecurityATO / Atmos Energy Corporation
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership2,368 shares
Latest Disclosed Value $ 437,468
Level Four Advisory Services, Llc reports 13.30% increase in ownership of ATO / Atmos Energy Corporation

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 2,368 shares of Atmos Energy Corporation (US:ATO) valued at $437,417 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 2,090 shares of Atmos Energy Corporation. This represents a change in shares of 13.30% during the quarter. The current value of the position is $398,534 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 COM 049560105 2,368 278 13.30 437 24.86 0.0144
2026-02-13 2025-12-31 13F ATMOS ENERGY COM 049560105 2,090 -262 -11.14 350 -12.72 0.0115
2025-11-12 2025-09-30 13F ATMOS ENERGY COM 049560105 2,352 15 0.64 402 11.39 0.0138
2025-08-13 2025-06-30 13F ATMOS ENERGY COM 049560105 2,337 803 52.35 360 51.90 0.0133
2025-05-14 2025-03-31 13F ATMOS ENERGY COM 049560105 1,534 29 1.93 237 13.40 0.0098
2025-02-12 2024-12-31 13F ATMOS ENERGY COM 049560105 1,505 1,505 210 0.0086
2019-05-14 2019-03-31 13F ATMOS ENERGY COM 049560105 0 -4,546 -100.00 0 -100.00
2019-02-07 2018-12-31 13F ATMOS ENERGY COM 049560105 4,546 -1,870 -29.15 422 -30.02 0.0526
2018-11-14 2018-09-30 13F ATMOS ENERGY COM 049560105 6,416 0 0.00 603 4.33 0.0652
2018-08-14 2018-06-30 13F ATMOS ENERGY COM 049560105 6,416 6,416 578 0.0421
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.