Moody National Bank Trust Division’s Atmos Energy ATO Stock Holding History

Moody National Bank Trust Division’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
2025 Q3	–	Sell	-2,781	Closed	-$429K	–	499
2025 Q2	$429K	Sell	2,781 -13	-0.5%	-$2.02K	0.04%	357
2025 Q1	$432K	Buy	2,794 +263	+10%	+$38.4K	0.05%	360
2024 Q4	$352K	Buy	2,531 +31	+1%	+$4.41K	0.04%	385
2024 Q3	$347K	Sell	2,500 -3,150	-56%	-$405K	0.04%	380
2024 Q2	$659K	Hold	5,650	–	–	0.05%	263
2024 Q1	$672K	Hold	5,650	–	–	0.05%	265
2023 Q4	$655K	Sell	5,650 -1,410	-20%	-$158K	0.05%	278
2023 Q3	$748K	Buy	7,060 +144	+2%	+$16.8K	0.05%	289
2023 Q2	$805K	Hold	6,916	–	–	0.06%	267
2023 Q1	$777K	Hold	6,916	–	–	0.07%	251
2022 Q4	$775K	Hold	6,916	–	–	0.07%	240
2022 Q3	$704K	Hold	6,916	–	–	0.07%	243
2022 Q2	$776K	Sell	6,916 -10,834	-61%	-$1.24M	0.08%	207
2022 Q1	$2.12M	Sell	17,750 -1,546	-8%	-$169K	0.07%	109
2021 Q4	$2.02M	Hold	19,296	–	–	0.06%	122
2021 Q3	$1.7M	Sell	19,296 -50	-0.3%	-$4.83K	0.03%	247
2021 Q2	$1.86M	Sell	19,346 -85	-0.4%	-$8.52K	0.04%	237
2021 Q1	$1.92M	Sell	19,431 -255	-1%	-$23.2K	0.05%	230
2020 Q4	$1.88M	Hold	19,686	–	–	0.05%	219
2020 Q3	$1.88M	Hold	19,686	–	–	0.06%	203
2020 Q2	$1.96M	Buy	19,686 +104	+0.5%	+$10.5K	0.06%	202
2020 Q1	$1.94M	Hold	19,582	–	–	0.07%	182
2019 Q4	$2.19M	Hold	19,582	–	–	0.06%	188
2019 Q3	$2.23M	Hold	19,582	–	–	0.06%	184
2019 Q2	$2.07M	Hold	19,582	–	–	0.06%	189
2019 Q1	$2.02M	Buy	19,582 +151	+0.8%	+$14.7K	0.06%	193
2018 Q4	$1.8M	Sell	19,431 -850	-4%	-$81.2K	0.05%	188
2018 Q3	$1.91M	Buy	20,281 +10,281	+103%	+$949K	0.05%	194
2018 Q2	$902K	Hold	10,000	–	–	0.04%	80
2018 Q1	$842K	Hold	10,000	–	–	0.04%	84
2017 Q4	$858K	Hold	10,000	–	–	0.04%	85
2017 Q3	$838K	Sell	10,000 -2,000	-17%	-$172K	0.04%	83
2017 Q2	$996K	Sell	12,000 -125	-1%	-$10.3K	0.05%	86
2017 Q1	$958K	Hold	12,125	–	–	0.05%	86
2016 Q4	$899K	Hold	12,125	–	–	0.04%	85
2016 Q3	$903K	Hold	12,125	–	–	0.05%	84
2016 Q2	$986K	Sell	12,125 -200	-2%	-$14.8K	0.06%	74
2016 Q1	$915K	Hold	12,325	–	–	0.06%	74
2015 Q4	$777K	Hold	12,325	–	–	0.06%	83
2015 Q3	$717K	Hold	12,325	–	–	0.05%	91
2015 Q2	$632K	Hold	12,325	–	–	0.05%	120
2015 Q1	$681K	Hold	12,325	–	–	0.05%	114
2014 Q4	$687K	Hold	12,325	–	–	0.05%	122
2014 Q3	$588K	Hold	12,325	–	–	0.04%	128
2014 Q2	$658K	Hold	12,325	–	–	0.04%	126
2014 Q1	$581K	Hold	12,325	–	–	0.04%	130
2013 Q4	$560K	Hold	12,325	–	–	0.04%	136
2013 Q3	$525K	Hold	12,325	–	–	0.04%	132
2013 Q2	$506K	Buy	+12,325	New	+$525K	0.04%	131

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Moody National Bank Trust Division's ATO Position: Q3 2025 in Review

Moody National Bank Trust Division sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 2,781 shares — an estimated $429K sold.

Moody National Bank Trust Division first reported a position in ATO in Q2 2013 and held it in 49 quarters. The position peaked at $2.23M in Q3 2019. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

Moody National Bank Trust Division reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
Moody National Bank Trust Division sold 2,781 Atmos Energy shares in Q3 2025, an estimated $429K.
Moody National Bank Trust Division first reported a position in Atmos Energy in Q2 2013 and held it in 49 quarters.
Moody National Bank Trust Division's Atmos Energy position peaked at $2.23M in Q3 2019.
912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Moody National Bank Trust Division's 13F filing for Q3 2025, filed 6 Oct 2025.