BankPlus Trust Department’s Atmos Energy ATO Stock Holding History

BankPlus Trust Department’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$121K	Sell	700 -142	-17%	-$25.4K	0.03%	217
2026 Q1	$156K	Hold	842	–	–	0.04%	195
2025 Q4	$141K	Sell	842 -358	-30%	-$61.9K	0.04%	199
2025 Q3	$205K	Sell	1,200 -57	-5%	-$9.2K	0.05%	170
2025 Q2	$194K	Hold	1,257	–	–	0.06%	153
2025 Q1	$194K	Hold	1,257	–	–	0.06%	141
2024 Q4	$175K	Buy	+1,257	New	+$179K	0.06%	149

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BankPlus Trust Department's ATO Position: Q2 2026 in Review

BankPlus Trust Department reduced its Atmos Energy (ATO) stake by 17% in Q2 2026, selling an estimated $25.4K and leaving 700 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #217.

BankPlus Trust Department first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $205K in Q3 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

BankPlus Trust Department held 700 shares of Atmos Energy worth $121K as of Q2 2026.
BankPlus Trust Department sold 142 Atmos Energy shares in Q2 2026, an estimated $25.4K.
Atmos Energy made up 0.03% of BankPlus Trust Department's portfolio in Q2 2026, its #217 holding.
BankPlus Trust Department first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
BankPlus Trust Department's Atmos Energy position peaked at $205K in Q3 2025.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.