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Jackson Creek Investment Advisors’s Atmos Energy ATO Stock Holding History

Jackson Creek Investment Advisors’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 		$275K Sell
1,593
-117
-7% -$21K 0.09% 305
2026
Q1 		$316K Sell
1,710
-4
-0.2% -$707 0.09% 279
2025
Q4 		$287K Sell
1,714
-1
-0.1% -$173 0.08% 282
2025
Q3 		$293K Sell
1,715
-14
-0.8% -$2.26K 0.08% 264
2025
Q2 		$266K Buy
1,729
+9
+0.5% +$1.4K 0.07% 300
2025
Q1 		$266K Sell
1,720
-20
-1% -$2.92K 0.08% 274
2024
Q4 		$242K Sell
1,740
-12
-0.7% -$1.71K 0.07% 290
2024
Q3 		$243K Sell
1,752
-35
-2% -$4.5K 0.07% 285
2024
Q2 		$208K Sell
1,787
-806
-31% -$93.9K 0.08% 297
2024
Q1 		$308K Sell
2,593
-58
-2% -$6.65K 0.11% 280
2023
Q4 		$307K Sell
2,651
-2
-0.1% -$223 0.12% 282
2023
Q3 		$281K Sell
2,653
-36
-1% -$4.2K 0.12% 282
2023
Q2 		$313K Buy
+2,689
New +$311K 0.13% 285

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jackson Creek Investment Advisors's ATO Position: Q2 2026 in Review

Jackson Creek Investment Advisors reduced its Atmos Energy (ATO) stake by 6.8% in Q2 2026, selling an estimated $21K and leaving 1,593 shares worth $275K. The position accounts for 0.09% of the portfolio, ranked #305.

Jackson Creek Investment Advisors first reported a position in ATO in Q2 2023 and has held it in 13 quarters since. The position peaked at $316K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Jackson Creek Investment Advisors held 1,593 shares of Atmos Energy worth $275K as of Q2 2026.
  • Jackson Creek Investment Advisors sold 117 Atmos Energy shares in Q2 2026, an estimated $21K.
  • Atmos Energy made up 0.09% of Jackson Creek Investment Advisors's portfolio in Q2 2026, its #305 holding.
  • Jackson Creek Investment Advisors first reported a position in Atmos Energy in Q2 2023 and has held it in 13 quarters since.
  • Jackson Creek Investment Advisors's Atmos Energy position peaked at $316K in Q1 2026.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.