Pension Fund

Updated:

Atmos Energy

Atmos Energy maintains a pension plan with fair value of plan assets at $595 million as of September 30, 2024. The plan sits within the Atmos Energy...

Atmos Energy

Atmos Energy maintains a pension plan with fair value of plan assets at $595 million as of September 30, 2024. The plan sits within the Atmos Energy Corporation Master Retirement Trust. The pension account invests in company common stock and other holdings. Confirmed positions include a 24 percent stake in Atmos Energy Corporation common stock valued at $360 million as of December 31, 2023. Geographic exposure centers on the United States with operations spanning Texas, Colorado, Kansas, Kentucky, Louisiana, Mississippi, Tennessee and Virginia. The firm reported 58 professionals in related records. It maintains a donor-advised fund, the Atmos Energy/Robert W. Best Charitable Giving Fund, focused on education and community welfare in the United States. November 2024: Held Fiscal 2024 Fourth Quarter Earnings Conference Call covering capital investment plans. Atmos Energy operates through wholly owned subsidiaries including Atmos Pipeline and Storage, LLC and Atmos Energy Marketing, LLC. This integrated ownership model links pension management directly to the parent utility's infrastructure holdings.

General information

Firm type

Pension Fund

Year founded

1906

Location

Region

North America

Country

United States

City

Dallas

Principals

J. Kevin Akers

President and Chief Executive Officer

Kim R. Cocklin

Chairman of the Board

Sector focus

UtilitiesEnergy

Frequently asked questions

Who runs investment decisions at Atmos Energy?

J. Kevin Akers serves as President and Chief Executive Officer. Kim R. Cocklin serves as Chairman of the Board.

What is the disclosed AUM for the Atmos Energy pension plan?

The plan reported $595 million in assets as of September 30, 2024.

Does Atmos Energy participate in fund commitments or direct holdings?

The pension plan holds direct equity positions including company common stock.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on pension funds?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Dallas Pension Fund profiles