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Oak Thistle LLC’s Atmos Energy ATO Stock Holding History

Oak Thistle LLC’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
Q3 		– Sell
-22,758
Closed -$3.92M – 494
2026
Q2 		$3.92M Buy
+22,758
New +$4.08M 0.38% 63
2024
Q1 		– Sell
-2,872
Closed -$333K – 306
2023
Q4 		$333K Sell
2,872
-13,108
-82% -$1.46M 0.1% 343
2023
Q3 		$1.69M Buy
+15,980
New +$1.86M 0.5% 19
2022
Q3 		– Sell
-1,895
Closed -$212K – 120
2022
Q2 		$212K Sell
1,895
-2,754
-59% -$316K 0.41% 146
2022
Q1 		$556K Buy
+4,649
New +$508K 0.29% 136

Other funds holding ATO

Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Oak Thistle LLC's ATO Position: Q3 2026 in Review

Oak Thistle LLC sold out of Atmos Energy (ATO) in Q3 2026, closing a stake of 22,758 shares — an estimated $3.92M sold.

Oak Thistle LLC first reported a position in ATO in Q1 2022 and held it in 5 quarters. The position peaked at $3.92M in Q2 2026. 238 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Oak Thistle LLC reported no remaining Atmos Energy position as of Q3 2026 after selling out during the quarter.
  • Oak Thistle LLC sold 22,758 Atmos Energy shares in Q3 2026, an estimated $3.92M.
  • Oak Thistle LLC first reported a position in Atmos Energy in Q1 2022 and held it in 5 quarters.
  • Oak Thistle LLC's Atmos Energy position peaked at $3.92M in Q2 2026.
  • 238 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Oak Thistle LLC's 13F filing for Q3 2026, filed 21 Oct 2026.