Oak Asset Management’s Atmos Energy ATO Stock Holding History

Oak Asset 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	$383K	Sell	2,225 -50	-2%	-$8.95K	0.12%	89
2026 Q1	$420K	Sell	2,275 -240	-10%	-$42.4K	0.14%	81
2025 Q4	$422K	Buy	2,515 +340	+16%	+$58.8K	0.14%	80
2025 Q3	$371K	Hold	2,175	–	–	0.13%	81
2025 Q2	$335K	Sell	2,175 -735	-25%	-$114K	0.12%	83
2025 Q1	$450K	Hold	2,910	–	–	0.16%	78
2024 Q4	$405K	Hold	2,910	–	–	0.15%	78
2024 Q3	$404K	Sell	2,910 -300	-9%	-$38.5K	0.14%	80
2024 Q2	$374K	Hold	3,210	–	–	0.14%	81
2024 Q1	$382K	Buy	3,210 +25	+0.8%	+$2.87K	0.14%	80
2023 Q4	$369K	Hold	3,185	–	–	0.15%	80
2023 Q3	$337K	Hold	3,185	–	–	0.14%	82
2023 Q2	$371K	Hold	3,185	–	–	0.15%	81
2023 Q1	$358K	Hold	3,185	–	–	0.15%	79
2022 Q4	$357K	Buy	3,185 +150	+5%	+$16.5K	0.16%	78
2022 Q3	$309K	Buy	+3,035	New	+$348K	0.15%	86
2022 Q2	–	Sell	-2,785	Closed	-$333K	–	77
2022 Q1	$333K	Hold	2,785	–	–	0.13%	89
2021 Q4	$292K	Sell	2,785 -180	-6%	-$17.1K	0.11%	92
2021 Q3	$270K	Buy	2,965 +210	+8%	+$20.3K	0.11%	91
2021 Q2	$265K	Buy	+2,755	New	+$276K	0.11%	88

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

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

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Oak Asset Management's ATO Position: Q2 2026 in Review

Oak Asset Management reduced its Atmos Energy (ATO) stake by 2.2% in Q2 2026, selling an estimated $8.95K and leaving 2,225 shares worth $383K. The position accounts for 0.12% of the portfolio, ranked #89.

Oak Asset Management first reported a position in ATO in Q2 2021 and has held it in 20 quarters since. The position peaked at $450K in Q1 2025. 150 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Oak Asset Management held 2,225 shares of Atmos Energy worth $383K as of Q2 2026.
Oak Asset Management sold 50 Atmos Energy shares in Q2 2026, an estimated $8.95K.
Atmos Energy made up 0.12% of Oak Asset Management's portfolio in Q2 2026, its #89 holding.
Oak Asset Management first reported a position in Atmos Energy in Q2 2021 and has held it in 20 quarters since.
Oak Asset Management's Atmos Energy position peaked at $450K in Q1 2025.
150 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.