Atmos Energy Corporation
MX ˙ BMV ˙ US0495601058
SecurityMX:ATO / Atmos Energy Corporation
InstitutionGradient Investments LLC
Latest Disclosed Ownership1,416 shares
Latest Disclosed Value $ 261,637
Gradient Investments LLC ownership in ATO / Atmos Energy Corporation

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 1,416 shares of Atmos Energy Corporation (MX:ATO) valued at $261,637 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 1,416 shares of Atmos Energy Corporation. This represents a change in shares of 0.00% during the quarter.

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)
2026-04-13 2026-03-31 13F ATMOS ENERGY COM 049560105 1,416 0 0.00 262 10.13 0.0041
2026-01-08 2025-12-31 13F ATMOS ENERGY COM 049560105 1,416 -2 -0.14 237 -2.07 0.0038
2025-10-06 2025-09-30 13F ATMOS ENERGY COM 049560105 1,418 1,418 242 0.0040
2024-10-15 2024-09-30 13F ATMOS ENERGY COM 049560105 0 -1,199 -100.00 0 -100.00
2024-07-18 2024-06-30 13F ATMOS ENERGY COM 049560105 1,199 -66 -5.22 140 -7.33 0.0031
2024-04-23 2024-03-31 13F ATMOS ENERGY COM 049560105 1,265 -1,066 -45.73 150 -44.44 0.0035
2024-01-18 2023-12-31 13F ATMOS ENERGY COM 049560105 2,331 -510 -17.95 270 -10.00 0.0065
2023-10-27 2023-09-30 13F ATMOS ENERGY COM 049560105 2,841 -358 -11.19 301 -19.35 0.0079
2023-07-11 2023-06-30 13F ATMOS ENERGY COM 049560105 3,199 -133,403 -97.66 372 -97.58 0.0096
2023-04-17 2023-03-31 13F ATMOS ENERGY COM 049560105 136,602 134,197 5,579.92 15,349 5,605.58 0.4185
2023-01-10 2022-12-31 13F ATMOS ENERGY COM 049560105 2,405 -65 -2.63 270 6.75 0.0085
2022-10-14 2022-09-30 13F ATMOS ENERGY COM 049560105 2,470 0 0.00 252 -9.03 0.0077
2022-07-11 2022-06-30 13F ATMOS ENERGY COM 049560105 2,470 1,100 80.29 277 68.90 0.0081
2022-05-26 2022-03-31 13F ATMOS ENERGY COM 049560105 1,370 -131,238 -98.97 164 -98.82 0.0042
2022-01-12 2021-12-31 13F ATMOS ENERGY COM 049560105 132,608 6,397 5.07 13,893 24.80 0.3522
2021-10-18 2021-09-30 13F ATMOS ENERGY COM 049560105 126,211 7,125 5.98 11,132 -2.73 0.3119
2021-07-12 2021-06-30 13F ATMOS ENERGY COM 049560105 119,086 2,582 2.22 11,445 -0.62 0.3349
2021-04-21 2021-03-31 13F ATMOS ENERGY COM 049560105 116,504 15,513 15.36 11,516 19.29 0.3744
2021-01-08 2020-12-31 13F ATMOS ENERGY COM 049560105 100,991 -1,463 -1.43 9,654 -1.43 0.4097
2020-10-06 2020-09-30 13F ATMOS ENERGY COM 049560105 102,454 100,152 4,350.65 9,794 4,176.86 0.4113
2020-07-10 2020-06-30 13F ATMOS ENERGY COM 049560105 2,302 -267 -10.39 229 -10.20 0.0104
2020-04-07 2020-03-31 13F ATMOS ENERGY COM 049560105 2,569 0 0.00 255 -11.15 0.0137
2020-01-15 2019-12-31 13F ATMOS ENERGY COM 049560105 2,569 297 13.07 287 10.81 0.0128
2019-10-10 2019-09-30 13F ATMOS ENERGY COM 049560105 2,272 40 1.79 259 9.75 0.0127
2019-07-16 2019-06-30 13F ATMOS ENERGY COM 049560105 2,232 0 0.00 236 2.61 0.0121
2019-04-11 2019-03-31 13F ATMOS ENERGY COM 049560105 2,232 0 0.00 230 11.11 0.0149
2019-01-18 2018-12-31 13F ATMOS ENERGY COM 049560105 2,232 2,232 207 0.0124
2018-08-09 2018-06-30 13F ATMOS ENERGY COM 049560105 0 -164 -100.00 0 -100.00
2018-04-10 2018-03-31 13F ATMOS ENERGY COM 049560105 164 117 248.94 14 600.00 0.0008
2014-04-11 2014-03-31 13F ATMOS ENERGY COM 049560105 47 47 2 0.0005
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.