Birch Capital Management’s Atmos Energy ATO Stock Holding History

Birch Capital Management’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	$254K	Hold	1,476	–	–	0.12%	54
2026 Q1	$273K	Sell	1,476 -42	-3%	-$7.42K	0.14%	52
2025 Q4	$254K	Hold	1,518	–	–	0.13%	53
2025 Q3	$259K	Hold	1,518	–	–	0.13%	53
2025 Q2	$234K	Hold	1,518	–	–	0.12%	56
2025 Q1	$235K	Hold	1,518	–	–	0.12%	56
2024 Q4	$211K	Hold	1,518	–	–	0.11%	57
2024 Q3	$211K	Hold	1,518	–	–	0.1%	58
2024 Q2	$177K	Hold	1,518	–	–	0.09%	59
2024 Q1	$180K	Hold	1,518	–	–	0.09%	59
2023 Q4	$176K	Hold	1,518	–	–	0.1%	58
2023 Q3	$161K	Hold	1,518	–	–	0.1%	58
2023 Q2	$177K	Hold	1,518	–	–	0.11%	59
2023 Q1	$171K	Hold	1,518	–	–	0.11%	61
2022 Q4	$170K	Hold	1,518	–	–	0.12%	60
2022 Q3	$155K	Hold	1,518	–	–	0.12%	59
2022 Q2	$170K	Hold	1,518	–	–	0.12%	59
2022 Q1	$181K	Hold	1,518	–	–	0.11%	65
2021 Q4	$159K	Hold	1,518	–	–	0.1%	66
2021 Q3	$134K	Hold	1,518	–	–	0.09%	67
2021 Q2	$146K	Hold	1,518	–	–	0.1%	65
2021 Q1	$150K	Hold	1,518	–	–	0.11%	64
2020 Q4	$145K	Hold	1,518	–	–	0.11%	64
2020 Q3	$145K	Hold	1,518	–	–	0.13%	62
2020 Q2	$151K	Hold	1,518	–	–	0.14%	60
2020 Q1	$151K	Hold	1,518	–	–	0.17%	54
2019 Q4	$170K	Buy	+1,518	New	+$166K	0.17%	57

Other funds holding ATO

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Birch Capital Management's ATO Position: Q2 2026 in Review

Birch Capital Management held its Atmos Energy (ATO) position steady in Q2 2026 at 1,476 shares worth $254K. The position accounts for 0.12% of the portfolio, ranked #54.

Birch Capital Management first reported a position in ATO in Q4 2019 and has held it in 27 quarters since. The position peaked at $273K in Q1 2026. 341 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Birch Capital Management held 1,476 shares of Atmos Energy worth $254K as of Q2 2026.
Birch Capital Management left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.12% of Birch Capital Management's portfolio in Q2 2026, its #54 holding.
Birch Capital Management first reported a position in Atmos Energy in Q4 2019 and has held it in 27 quarters since.
Birch Capital Management's Atmos Energy position peaked at $273K in Q1 2026.
341 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Birch Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.