JBR Co Financial Management’s Atmos Energy ATO Stock Holding History

JBR Co Financial 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	$662K	Sell	3,845 -560	-13%	-$100K	0.24%	76
2026 Q1	$738K	Hold	4,405	–	–	0.31%	64
2025 Q4	$738K	Sell	4,405 -330	-7%	-$57.1K	0.31%	64
2025 Q3	$809K	Sell	4,735 -303	-6%	-$48.9K	0.34%	55
2025 Q2	$776K	Hold	5,038	–	–	0.38%	53
2025 Q1	$779K	Hold	5,038	–	–	0.46%	52
2024 Q4	$702K	Hold	5,038	–	–	0.43%	52
2024 Q3	$699K	Hold	5,038	–	–	0.46%	50
2024 Q2	$588K	Hold	5,038	–	–	0.41%	51
2024 Q1	$599K	Hold	5,038	–	–	0.48%	50
2023 Q4	$584K	Buy	+5,038	New	+$563K	0.55%	51

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

JBR Co Financial Management's ATO Position: Q2 2026 in Review

JBR Co Financial Management reduced its Atmos Energy (ATO) stake by 13% in Q2 2026, selling an estimated $100K and leaving 3,845 shares worth $662K. The position accounts for 0.24% of the portfolio, ranked #76.

JBR Co Financial Management first reported a position in ATO in Q4 2023 and has held it in 11 quarters since. The position peaked at $809K in Q3 2025. 220 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

JBR Co Financial Management held 3,845 shares of Atmos Energy worth $662K as of Q2 2026.
JBR Co Financial Management sold 560 Atmos Energy shares in Q2 2026, an estimated $100K.
Atmos Energy made up 0.24% of JBR Co Financial Management's portfolio in Q2 2026, its #76 holding.
JBR Co Financial Management first reported a position in Atmos Energy in Q4 2023 and has held it in 11 quarters since.
JBR Co Financial Management's Atmos Energy position peaked at $809K in Q3 2025.
220 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.