Diversified Trust’s Atmos Energy ATO Stock Holding History

Diversified Trust’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	$704K	Buy	4,085 +7	+0.2%	+$1.25K	0.01%	638
2026 Q1	$753K	Buy	4,078 +48	+1%	+$8.48K	0.01%	552
2025 Q4	$676K	Buy	4,030 +767	+24%	+$133K	0.01%	562
2025 Q3	$557K	Buy	3,263 +75	+2%	+$12.1K	0.01%	603
2025 Q2	$491K	Sell	3,188 -66	-2%	-$10.3K	0.01%	598
2025 Q1	$503K	Buy	3,254 +238	+8%	+$34.7K	0.01%	575
2024 Q4	$420K	Buy	3,016 +43	+1%	+$6.12K	0.01%	634
2024 Q3	$412K	Sell	2,973 -30	-1%	-$3.85K	0.01%	648
2024 Q2	$350K	Buy	3,003 +1,034	+53%	+$120K	0.01%	643
2024 Q1	$234K	Buy	1,969 +21	+1%	+$2.41K	0.01%	709
2023 Q4	$226K	Sell	1,948 -737	-27%	-$82.4K	0.01%	752
2023 Q3	$284K	Sell	2,685 -339	-11%	-$39.6K	0.01%	639
2023 Q2	$352K	Buy	3,024 +466	+18%	+$53.9K	0.01%	569
2023 Q1	$287K	Buy	+2,558	New	+$291K	0.01%	638

Other funds holding ATO

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

COPPSERS

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

ETC

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Diversified Trust's ATO Position: Q2 2026 in Review

Diversified Trust increased its Atmos Energy (ATO) stake by 0.17% in Q2 2026, buying an estimated $1.25K and bringing the position to 4,085 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #638.

Diversified Trust first reported a position in ATO in Q1 2023 and has held it in 14 quarters since. The position peaked at $753K in Q1 2026. 214 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Diversified Trust held 4,085 shares of Atmos Energy worth $704K as of Q2 2026.
Diversified Trust bought 7 Atmos Energy shares in Q2 2026, an estimated $1.25K.
Atmos Energy made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #638 holding.
Diversified Trust first reported a position in Atmos Energy in Q1 2023 and has held it in 14 quarters since.
Diversified Trust's Atmos Energy position peaked at $753K in Q1 2026.
214 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.