Atmos Energy Corporation
US ˙ NYSE ˙ US0495601058

SecurityATO / Atmos Energy Corporation
InstitutionStifel Financial Corp
Latest Disclosed Ownership232,998 shares
Latest Disclosed Value $ 43,041,116
Stifel Financial Corp reports 1.92% increase in ownership of ATO / Atmos Energy Corporation

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 232,998 shares of Atmos Energy Corporation (US:ATO) valued at $43,039,391 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 228,619 shares of Atmos Energy Corporation. This represents a change in shares of 1.92% during the quarter. The current value of the position is $39,134,344 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)
2026-05-12 2026-03-31 13F ATMOS ENERGY COM 049560105 232,998 4,379 1.92 43,041 12.31 0.0396
2026-02-13 2025-12-31 13F ATMOS ENERGY COM 049560105 228,619 -15,823 -6.47 38,326 -8.18 0.0345
2025-11-12 2025-09-30 13F ATMOS ENERGY COM 049560105 244,442 -14,724 -5.68 41,741 4.50 0.0381
2025-08-14 2025-06-30 13F ATMOS ENERGY COM 049560105 259,166 4,075 1.60 39,943 1.29 0.0389
2025-05-14 2025-03-31 13F ATMOS ENERGY COM 049560105 255,091 -7,823 -2.98 39,435 7.69 0.0419
2025-02-13 2024-12-31 13F ATMOS ENERGY COM 049560105 262,914 -2,500 -0.94 36,618 -0.54 0.0381
2024-11-14 2024-09-30 13F ATMOS ENERGY COM 049560105 265,414 -2,391 -0.89 36,817 17.85 0.0386
2024-08-13 2024-06-30 13F ATMOS ENERGY COM 049560105 267,805 17,048 6.80 31,241 4.80 0.0352
2024-05-14 2024-03-31 13F ATMOS ENERGY COM 049560105 250,757 116,871 87.29 29,809 92.09 0.0340
2024-02-12 2023-12-31 13F ATMOS ENERGY COM 049560105 133,886 1,782 1.35 15,518 10.89 0.0195
2023-11-13 2023-09-30 13F ATMOS ENERGY COM 049560105 132,104 -2,381 -1.77 13,995 -10.56 0.0197
2023-08-14 2023-06-30 13F ATMOS ENERGY COM 049560105 134,485 -335 -0.25 15,647 3.29 0.0214
2023-05-12 2023-03-31 13F ATMOS ENERGY COM 049560105 134,820 -568 -0.42 15,149 -0.16 0.0217
2023-02-13 2022-12-31 13F ATMOS ENERGY COM 049560105 135,388 3,639 2.76 15,173 13.06 0.0228
2022-11-14 2022-09-30 13F ATMOS ENERGY COM 049560105 131,749 -1,289 -0.97 13,420 -10.02 0.0220
2022-08-15 2022-06-30 13F ATMOS ENERGY COM 049560105 133,038 15,016 12.72 14,915 5.75 0.0233
2022-05-13 2022-03-31 13F ATMOS ENERGY COM 049560105 118,022 14,081 13.55 14,104 29.51 0.0192
2022-02-14 2021-12-31 13F ATMOS ENERGY COM 049560105 103,941 42,221 68.41 10,890 100.00 0.0144
2021-11-15 2021-09-30 13F ATMOS ENERGY COM 049560105 61,720 909 1.49 5,445 -6.84 0.0080
2021-08-13 2021-06-30 13F ATMOS ENERGY COM 049560105 60,811 -25,252 -29.34 5,845 -31.30 0.0087
2021-05-14 2021-03-31 13F ATMOS ENERGY COM 049560105 86,063 23,714 38.03 8,508 42.97 0.0140
2021-02-12 2020-12-31 13F ATMOS ENERGY COM 049560105 62,349 343 0.55 5,951 0.39 0.0106
2020-11-16 2020-09-30 13F ATMOS ENERGY COM 049560105 62,006 -3,249 -4.98 5,928 -8.76 0.0122
2020-08-14 2020-06-30 13F ATMOS ENERGY COM 049560105 65,255 -7,306 -10.07 6,497 -9.39 0.0149
2020-05-14 2020-03-31 13F ATMOS ENERGY COM 049560105 72,561 27,711 61.79 7,170 42.77 0.0198
2020-02-13 2019-12-31 13F ATMOS ENERGY COM 049560105 44,850 471 1.06 5,022 -0.63 0.0105
2019-11-19 2019-09-30 13F/A-1 ATMOS ENERGY COM 049560105 44,379 861 1.98 5,054 9.92 0.0129
2019-11-13 2019-09-30 13F ATMOS ENERGY COM 049560105 44,379 861 5,054 2,833.0203
2019-08-14 2019-06-30 13F ATMOS ENERGY COM 049560105 43,518 1,325 3.14 4,598 5.63 0.0119
2019-05-14 2019-03-31 13F ATMOS ENERGY COM 049560105 42,193 -3,865 -8.39 4,353 1.99 0.0123
2019-02-13 2018-12-31 13F ATMOS ENERGY COM 049560105 46,058 2,819 6.52 4,268 5.25 0.0138
2018-11-13 2018-09-30 13F ATMOS ENERGY COM 049560105 43,239 5,969 16.02 4,055 20.68 0.0116
2018-08-14 2018-06-30 13F ATMOS ENERGY COM 049560105 37,270 -2,759 -6.89 3,360 -0.18 0.0103
2018-05-11 2018-03-31 13F ATMOS ENERGY COM 049560105 40,029 -305 -0.76 3,366 -2.94 0.0106
2018-02-14 2017-12-31 13F ATMOS ENERGY COM 049560105 40,334 -44 -0.11 3,468 2.54 0.0110
2017-11-13 2017-09-30 13F ATMOS ENERGY COM 049560105 40,378 316 0.79 3,382 1.87 0.0117
2017-08-14 2017-06-30 13F ATMOS ENERGY COM 049560105 40,062 -105 -0.26 3,320 4.63 0.0123
2017-05-10 2017-03-31 13F ATMOS ENERGY COM 049560105 40,167 -1,489 -3.57 3,173 2.79 0.0123
2017-02-16 2016-12-31 13F ATMOS ENERGY COM 049560105 41,656 5,181 14.20 3,087 13.49 0.0131
2016-11-15 2016-09-30 13F ATMOS ENERGY COM 049560105 36,475 -6,589 -15.30 2,720 -22.33 0.0122
2016-08-17 2016-06-30 13F ATMOS ENERGY COM 049560105 43,064 -239 -0.55 3,502 8.89 0.0162
2016-05-16 2016-03-31 13F ATMOS ENERGY COM 049560105 43,303 6,037 16.20 3,216 36.85 0.0171
2016-03-21 2015-12-31 13F/A-2 ATMOS ENERGY COM 049560105 37,266 2,023 5.74 2,350 14.69 0.0122
2016-02-26 2015-12-31 13F/A-1 ATMOS ENERGY COM 049560105 37,065 -201 2,342 0.0122
2016-02-16 2015-12-31 13F ATMOS ENERGY COM 049560105 37,065 2,099
2015-11-16 2015-09-30 13F ATMOS ENERGY COM 049560105 35,243 -6,337 -15.24 2,049 0.79 0.0115
2015-08-17 2015-06-30 13F/A-1 ATMOS ENERGY COM 049560105 41,580 29,165 234.92 2,033 195.92 0.0105
2015-08-17 2015-06-30 13F ATMOS ENERGY COM 049560105 14,643 749
2015-05-14 2015-03-31 13F ATMOS ENERGY COM 049560105 12,415 267 2.20 687 1.33 0.0038
2015-02-13 2014-12-31 13F ATMOS ENERGY COM 049560105 12,148 551 4.75 678 22.60 0.0038
2014-11-13 2014-09-30 13F ATMOS ENERGY COM 049560105 11,597 7,646 193.52 553 162.09 0.0049
2014-08-14 2014-06-30 13F ATMOS ENERGY COM 049560105 3,951 3,951 211 0.0019
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.