애트모스 에너지 코퍼레이션
MX ˙ BMV ˙ US0495601058
SecurityMX:ATO / Atmos Energy Corporation
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership752,986 shares
Latest Disclosed Value $ 139,094,469
Dimensional Fund Advisors Lp reports 2.67% increase in ownership of ATO / Atmos Energy Corporation

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 752,986 shares of Atmos Energy Corporation (MX:ATO) valued at $139,094,469 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 733,398 shares of Atmos Energy Corporation. This represents a change in shares of 2.67% 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)
2026-05-07 2026-03-31 13F ATMOS ENERGY COM 049560105 752,986 19,588 2.67 139,094 13.14 0.0289
2026-02-12 2025-12-31 13F ATMOS ENERGY COM 049560105 733,398 539 0.07 122,946 -1.74 0.0258
2025-11-12 2025-09-30 13F ATMOS ENERGY COM 049560105 732,859 15,847 2.21 125,128 13.25 0.0269
2025-08-12 2025-06-30 13F ATMOS ENERGY COM 049560105 717,012 -3,962 -0.55 110,490 -0.85 0.0256
2025-05-13 2025-03-31 13F ATMOS ENERGY COM 049560105 720,974 -21,157 -2.85 111,437 7.82 0.0277
2025-02-13 2024-12-31 13F ATMOS ENERGY COM 049560105 742,131 -1,649 -0.22 103,355 0.19 0.0248
2024-11-07 2024-09-30 13F ATMOS ENERGY COM 049560105 743,780 32,954 4.64 103,165 24.42 0.0250
2024-08-09 2024-06-30 13F ATMOS ENERGY COM 049560105 710,826 113,109 18.92 82,918 16.70 0.0217
2024-05-10 2024-03-31 13F ATMOS ENERGY COM 049560105 597,717 -5,553 -0.92 71,051 1.62 0.0192
2024-02-07 2023-12-31 13F ATMOS ENERGY COM 049560105 603,270 26,509 4.60 69,920 14.44 0.0204
2023-11-09 2023-09-30 13F ATMOS ENERGY COM 049560105 576,761 5,413 0.95 61,097 -8.08 0.0200
2023-08-09 2023-06-30 13F ATMOS ENERGY COM 049560105 571,348 8,775 1.56 66,469 5.16 0.0212
2023-05-12 2023-03-31 13F ATMOS ENERGY COM 049560105 562,573 -14,460 -2.51 63,210 98,664.06 0.0213
2023-02-09 2022-12-31 13F ATMOS ENERGY COM 049560105 577,033 1,250 0.22 65 -99.89 0.0191
2022-11-10 2022-09-30 13F ATMOS ENERGY COM 049560105 575,783 -3,205 -0.55 58,652 -9.63 0.0225
2022-08-12 2022-06-30 13F ATMOS ENERGY COM 049560105 578,988 22,952 4.13 64,900 -2.32 0.0233
2022-05-13 2022-03-31 13F ATMOS ENERGY COM 049560105 556,036 36,977 7.12 66,443 22.18 0.0205
2022-02-09 2021-12-31 13F ATMOS ENERGY COM 049560105 519,059 16,563 3.30 54,381 22.69 0.0164
2021-11-12 2021-09-30 13F ATMOS ENERGY COM 049560105 502,496 16,560 3.41 44,323 -5.10 0.0143
2021-08-12 2021-06-30 13F ATMOS ENERGY COM 049560105 485,936 18,400 3.94 46,704 1.06 0.0148
2021-05-14 2021-03-31 13F ATMOS ENERGY COM 049560105 467,536 -3,797 -0.81 46,216 2.76 0.0153
2021-03-08 2020-12-31 13F/A-2 ATMOS ENERGY COM 049560105 471,333 2,277 0.49 44,974 0.31 0.0162
2021-02-11 2020-12-31 13F ATMOS ENERGY COM 049560105 471,333 2,277 44,974 16,242.2183
2020-11-12 2020-09-30 13F ATMOS ENERGY COM 049560105 469,056 27,123 6.14 44,834 1.89 0.0190
2020-08-13 2020-06-30 13F ATMOS ENERGY COM 049560105 441,933 -1,822 -0.41 44,004 -0.10 0.0193
2020-05-14 2020-03-31 13F ATMOS ENERGY COM 049560105 443,755 -8,703 -1.92 44,047 -12.96 0.0229
2020-02-14 2019-12-31 13F ATMOS ENERGY COM 049560105 452,458 -84 -0.02 50,607 -1.81 0.0184
2019-11-12 2019-09-30 13F ATMOS ENERGY COM 049560105 452,542 5,612 1.26 51,541 9.25 0.0200
2019-08-13 2019-06-30 13F ATMOS ENERGY COM 049560105 446,930 11,951 2.75 47,175 5.37 0.0183
2019-08-12 2019-03-31 13F/A-2 ATMOS ENERGY COM 049560105 434,979 53,015 13.88 44,771 26.43 0.0178
2019-05-10 2019-03-31 13F ATMOS ENERGY COM 049560105 434,979 53,015 44,771
2019-02-26 2018-12-31 13F/A-1 ATMOS ENERGY COM 049560105 381,964 19,329 5.33 35,412 3.99 0.0160
2019-02-13 2018-12-31 13F ATMOS ENERGY COM 049560105 381,964 19,329 35,412
2018-11-13 2018-09-30 13F ATMOS ENERGY COM 049560105 362,635 3,998 1.11 34,052 5.33 0.0130
2018-08-10 2018-06-30 13F ATMOS ENERGY COM 049560105 358,637 2,696 0.76 32,329 7.82 0.0129
2018-05-11 2018-03-31 13F ATMOS ENERGY COM 049560105 355,941 1,915 0.54 29,984 -1.39 0.0125
2018-02-12 2017-12-31 13F ATMOS ENERGY COM 049560105 354,026 -10,557 -2.90 30,407 -0.53 0.0126
2017-11-13 2017-09-30 13F ATMOS ENERGY COM 049560105 364,583 633 0.17 30,568 1.26 0.0134
2017-08-11 2017-06-30 13F ATMOS ENERGY COM 049560105 363,950 2,293 0.63 30,189 5.68 0.0139
2017-05-12 2017-03-31 13F ATMOS ENERGY COM 049560105 361,657 3,341 0.93 28,567 7.51 0.0137
2017-02-09 2016-12-31 13F ATMOS ENERGY COM 049560105 358,316 -12,755 -3.44 26,571 -3.85 0.0133
2016-11-10 2016-09-30 13F ATMOS ENERGY COM 049560105 371,071 -5,923 -1.57 27,635 -9.83 0.0149
2016-08-09 2016-06-30 13F ATMOS ENERGY COM 049560105 376,994 -870 -0.23 30,648 9.23 0.0176
2016-05-13 2016-03-31 13F ATMOS ENERGY COM 049560105 377,864 3,527 0.94 28,059 18.88 0.0168
2016-02-10 2015-12-31 13F ATMOS ENERGY COM 049560105 374,337 5,898 1.60 23,602 10.12 0.0147
2015-11-13 2015-09-30 13F ATMOS ENERGY COM 049560105 368,439 6,567 1.81 21,433 15.49 0.0141
2015-08-14 2015-06-30 13F ATMOS ENERGY COM 049560105 361,872 30,775 9.29 18,558 1.36 0.0114
2015-05-14 2015-03-31 13F ATMOS ENERGY COM 049560105 331,097 15,976 5.07 18,309 4.22 0.0116
2015-02-06 2014-12-31 13F ATMOS ENERGY COM 049560105 315,121 70,395 28.76 17,568 50.49 0.0115
2014-11-13 2014-09-30 13F ATMOS ENERGY COM 049560105 244,726 3,033 1.25 11,674 -9.53 0.0083
2014-08-08 2014-06-30 13F ATMOS ENERGY COM 049560105 241,693 15,230 6.73 12,904 20.94 0.0090
2014-05-14 2014-03-31 13F ATMOS ENERGY COM 049560105 226,463 3,583 1.61 10,670 5.40 0.0080
2014-02-12 2013-12-31 13F ATMOS ENERGY COM 049560105 222,880 16,013 7.74 10,123 14.92 0.0079
2013-11-13 2013-09-30 13F ATMOS ENERGY COM 049560105 206,867 13,121 6.77 8,809 10.75 0.0076
2013-08-15 2013-06-30 13F ATMOS ENERGY COM 049560105 193,746 193,746 7,954 0.0075
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.