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 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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BankPlus Trust Department's ATO Position: Q1 2026 in Review

BankPlus Trust Department held its Atmos Energy (ATO) position steady in Q1 2026 at 842 shares worth $156K. The position accounts for 0.04% of the portfolio, ranked #195.

BankPlus Trust Department first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. The position peaked at $205K in Q3 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

BankPlus Trust Department held 842 shares of Atmos Energy worth $156K as of Q1 2026.
BankPlus Trust Department left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.04% of BankPlus Trust Department's portfolio in Q1 2026, its #195 holding.
BankPlus Trust Department first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
BankPlus Trust Department's Atmos Energy position peaked at $205K in Q3 2025.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on BankPlus Trust Department's 13F filing for Q1 2026, filed 11 May 2026.