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Jacobi Capital Management’s Atmos Energy ATO Stock Holding History

Jacobi 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 		$1.35M Sell
7,826
-39
-0.5% -$6.98K 0.07% 260
2026
Q1 		$1.45M Sell
7,865
-98
-1% -$17.3K 0.08% 230
2025
Q4 		$1.33M Sell
7,963
-317
-4% -$54.8K 0.08% 242
2025
Q3 		$1.41M Sell
8,280
-35
-0.4% -$5.65K 0.09% 232
2025
Q2 		$1.28M Sell
8,315
-28
-0.3% -$4.35K 0.09% 239
2025
Q1 		$1.29M Sell
8,343
-112
-1% -$16.3K 0.1% 214
2024
Q4 		$1.18M Sell
8,455
-88
-1% -$12.5K 0.09% 221
2024
Q3 		$1.18M Sell
8,543
-77
-0.9% -$9.89K 0.09% 211
2024
Q2 		$1.01M Buy
8,620
+10
+0.1% +$1.17K 0.09% 214
2024
Q1 		$1.02M Sell
8,610
-764
-8% -$87.6K 0.09% 199
2023
Q4 		$1.09M Sell
9,374
-45
-0.5% -$5.03K 0.11% 179
2023
Q3 		$998K Sell
9,419
-80
-0.8% -$9.34K 0.11% 177
2023
Q2 		$1.11M Sell
9,499
-350
-4% -$40.5K 0.12% 162
2023
Q1 		$1.11M Buy
9,849
+184
+2% +$20.9K 0.13% 160
2022
Q4 		$1.08M Sell
9,665
-20
-0.2% -$2.2K 0.14% 154
2022
Q3 		$987K Sell
9,685
-27
-0.3% -$3.09K 0.14% 155
2022
Q2 		$1.09M Sell
9,712
-24
-0.2% -$2.75K 0.14% 148
2022
Q1 		$1.16M Buy
9,736
+28
+0.3% +$3.06K 0.14% 143
2021
Q4 		$1.02M Buy
9,708
+71
+0.7% +$6.73K 0.12% 160
2021
Q3 		$850K Sell
9,637
-101
-1% -$9.77K 0.11% 164
2021
Q2 		$936K Sell
9,738
-93
-0.9% -$9.32K 0.12% 147
2021
Q1 		$972K Sell
9,831
-362
-4% -$32.9K 0.14% 138
2020
Q4 		$928K Buy
10,193
+372
+4% +$35.9K 0.15% 126
2020
Q3 		$959K Buy
9,821
+582
+6% +$58.1K 0.17% 109
2020
Q2 		$961K Buy
9,239
+261
+3% +$26.3K 0.18% 97
2020
Q1 		$919K Sell
8,978
-854
-9% -$93.9K 0.2% 95
2019
Q4 		$1.15M Buy
9,832
+26
+0.3% +$2.85K 0.21% 91
2019
Q3 		$1.11M Sell
9,806
-159
-2% -$17.4K 0.22% 88
2019
Q2 		$1.06M Buy
+9,965
New +$1.02M 0.22% 89

Other funds holding ATO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
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
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

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

Jacobi Capital Management reduced its Atmos Energy (ATO) stake by 0.5% in Q2 2026, selling an estimated $6.98K and leaving 7,826 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #260.

Jacobi Capital Management first reported a position in ATO in Q2 2019 and has held it in 29 quarters since. The position peaked at $1.45M in Q1 2026. 388 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Jacobi Capital Management held 7,826 shares of Atmos Energy worth $1.35M as of Q2 2026.
  • Jacobi Capital Management sold 39 Atmos Energy shares in Q2 2026, an estimated $6.98K.
  • Atmos Energy made up 0.07% of Jacobi Capital Management's portfolio in Q2 2026, its #260 holding.
  • Jacobi Capital Management first reported a position in Atmos Energy in Q2 2019 and has held it in 29 quarters since.
  • Jacobi Capital Management's Atmos Energy position peaked at $1.45M in Q1 2026.
  • 388 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.