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Greenleaf Trust’s Atmos Energy ATO Stock Holding History

Greenleaf 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 		$635K Buy
3,687
+39
+1% +$6.98K 0.01% 459
2026
Q1 		$674K Buy
3,648
+158
+5% +$27.9K 0.01% 426
2025
Q4 		$585K Buy
3,490
+382
+12% +$66K 0.01% 459
2025
Q3 		$531K Buy
3,108
+33
+1% +$5.33K ﹤0.01% 479
2025
Q2 		$474K Sell
3,075
-114
-4% -$17.7K ﹤0.01% 497
2025
Q1 		$493K Buy
3,189
+665
+26% +$97K ﹤0.01% 503
2024
Q4 		$352K Buy
2,524
+86
+4% +$12.2K ﹤0.01% 601
2024
Q3 		$338K Buy
2,438
+175
+8% +$22.5K ﹤0.01% 624
2024
Q2 		$264K Buy
2,263
+72
+3% +$8.39K ﹤0.01% 651
2024
Q1 		$260K Sell
2,191
-109
-5% -$12.5K ﹤0.01% 655
2023
Q4 		$267K Sell
2,300
-32
-1% -$3.58K ﹤0.01% 628
2023
Q3 		$247K Buy
2,332
+18
+0.8% +$2.1K ﹤0.01% 642
2023
Q2 		$269K Buy
2,314
+176
+8% +$20.4K ﹤0.01% 628
2023
Q1 		$240K Buy
2,138
+96
+5% +$10.9K ﹤0.01% 674
2022
Q4 		$229K Buy
+2,042
New +$225K ﹤0.01% 670
2020
Q4 		– Sell
-3,644
Closed -$348K – 625
2020
Q3 		$348K Buy
+3,644
New +$364K 0.01% 372
2020
Q2 		– Sell
-3,759
Closed -$373K – 557
2020
Q1 		$373K Buy
3,759
+116
+3% +$12.8K 0.01% 297
2019
Q4 		$408K Sell
3,643
-55
-1% -$6.03K 0.01% 337
2019
Q3 		$421K Buy
3,698
+22
+0.6% +$2.4K 0.01% 318
2019
Q2 		$388K Sell
3,676
-3
-0.1% -$307 0.01% 338
2019
Q1 		$379K Buy
3,679
+193
+6% +$18.8K 0.01% 326
2018
Q4 		$323K Buy
3,486
+114
+3% +$10.9K 0.01% 346
2018
Q3 		$317K Buy
3,372
+27
+0.8% +$2.49K 0.01% 378
2018
Q2 		$302K Buy
3,345
+576
+21% +$49.9K 0.01% 371
2018
Q1 		$233K Buy
2,769
+59
+2% +$4.8K ﹤0.01% 396
2017
Q4 		$233K Hold
2,710
– – ﹤0.01% 402
2017
Q3 		$227K Hold
2,710
– – 0.01% 372
2017
Q2 		$225K Sell
2,710
-290
-10% -$23.8K 0.01% 328
2017
Q1 		$237K Hold
3,000
– – 0.01% 264
2016
Q4 		$222K Sell
3,000
-1,500
-33% -$108K 0.01% 217
2016
Q3 		$335K Hold
4,500
– – 0.01% 150
2016
Q2 		$366K Hold
4,500
– – 0.01% 125
2016
Q1 		$334K Hold
4,500
– – 0.01% 129
2015
Q4 		$284K Hold
4,500
– – 0.01% 142
2015
Q3 		$262K Hold
4,500
– – 0.01% 151
2015
Q2 		$231K Buy
+4,500
New +$241K 0.01% 144

Other funds holding ATO

PL
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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
KC
Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Greenleaf Trust's ATO Position: Q2 2026 in Review

Greenleaf Trust increased its Atmos Energy (ATO) stake by 1.1% in Q2 2026, buying an estimated $6.98K and bringing the position to 3,687 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #459.

Greenleaf Trust first reported a position in ATO in Q2 2015 and has held it in 36 quarters since. The position peaked at $674K in Q1 2026. 174 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Greenleaf Trust held 3,687 shares of Atmos Energy worth $635K as of Q2 2026.
  • Greenleaf Trust bought 39 Atmos Energy shares in Q2 2026, an estimated $6.98K.
  • Atmos Energy made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #459 holding.
  • Greenleaf Trust first reported a position in Atmos Energy in Q2 2015 and has held it in 36 quarters since.
  • Greenleaf Trust's Atmos Energy position peaked at $674K in Q1 2026.
  • 174 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.