ATO Atmos Energy Corp COM

Ownership history in SFMG, LLC  ·  61 quarters on record

AI Ownership Summary

SFMG, LLC reported Atmos Energy Corp COM (ATO) in 61 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 12.91% in 2025 Q1. The latest visible filing shows ATO at 11.92% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SFMG, LLC's position in Atmos Energy Corp COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ATO was reported at 11.92% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.91% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SFMG, LLC held ATO — position size vs. price
% of Fund (quarterly)    ATO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,060,389 +18,247 +1.8% 11.92% $177.8M 2026-02-14 (Est.) $178.26
2025 Q3 REDUCED 1,042,142 -983 -0.1% 12.34% $177.9M 2025-11-13 $175.98
2025 Q2 REDUCED 1,043,125 -15,417 -1.5% 12.07% $160.8M 2025-08-12 $163.02
2025 Q1 REDUCED 1,058,542 -664 -0.1% 12.91% $163.6M 2025-05-09 $156.38
2024 Q4 ADDED 1,059,206 +7,501 +0.7% 11.63% $147.5M 2025-02-11 $141.09
2024 Q3 REDUCED 1,051,705 -7,516 -0.7% 11.83% $145.9M 2024-11-25 $146.06
2024 Q2 ADDED 1,059,221 +9,253 +0.9% 10.74% $123.6M 2024-08-14 $123.64
2024 Q1 REDUCED 1,049,968 -33,881 -3.1% 10.73% $124.8M 2024-05-07 $114.82
2023 Q4 REDUCED 1,083,849 -1,788 -0.2% 11.64% $125.6M 2024-01-30 $108.49
2023 Q3 REDUCED 1,085,637 -17,972 -1.6% 11.82% $115.0M 2023-11-06 $104.13
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SFMG, LLC and ATO

These are the practical questions this page is built to answer before you even open the full history table.

How long has SFMG, LLC reported owning ATO?

SFMG, LLC reported ATO across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ATO position in SFMG, LLC's portfolio?

The largest reported portfolio weight for ATO was 12.91% in 2025 Q1.

What is the latest reported ATO position on this page?

The most recent filing on this page is 2025 Q4, when SFMG, LLC reported 1,060,389 shares, equal to 11.92% of portfolio, with an estimated market value of $177.8M.

What does the chart on this ATO ownership page compare?

The chart compares SFMG, LLC's quarterly ATO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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