Leavell Investment Management’s Atmos Energy ATO Stock Holding History

Leavell Investment 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	$278K	Sell	1,612 -56	-3%	-$10K	0.01%	548
2026 Q1	$308K	Hold	1,668	–	–	0.01%	514
2025 Q4	$280K	Hold	1,668	–	–	0.01%	521
2025 Q3	$285K	Hold	1,668	–	–	0.01%	510
2025 Q2	$257K	Sell	1,668 -79	-5%	-$12.3K	0.01%	514
2025 Q1	$270K	Buy	1,747 +281	+19%	+$41K	0.01%	478
2024 Q4	$204K	Hold	1,466	–	–	0.01%	525
2024 Q3	$203K	Buy	+1,466	New	+$188K	0.01%	524
2023 Q4	–	Sell	-2,562	Closed	-$271K	–	464
2023 Q3	$271K	Hold	2,562	–	–	0.02%	408
2023 Q2	$298K	Buy	2,562 +254	+11%	+$29.4K	0.02%	398
2023 Q1	$259K	Buy	+2,308	New	+$262K	0.02%	402

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

Leavell Investment Management's ATO Position: Q2 2026 in Review

Leavell Investment Management reduced its Atmos Energy (ATO) stake by 3.4% in Q2 2026, selling an estimated $10K and leaving 1,612 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #548.

Leavell Investment Management first reported a position in ATO in Q1 2023 and has held it in 11 quarters since. The position peaked at $308K in Q1 2026. 211 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Leavell Investment Management held 1,612 shares of Atmos Energy worth $278K as of Q2 2026.
Leavell Investment Management sold 56 Atmos Energy shares in Q2 2026, an estimated $10K.
Atmos Energy made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #548 holding.
Leavell Investment Management first reported a position in Atmos Energy in Q1 2023 and has held it in 11 quarters since.
Leavell Investment Management's Atmos Energy position peaked at $308K in Q1 2026.
211 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.