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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Oak Thistle LLC's ATO Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in Atmos Energy (ATO) in Q2 2026: 22,758 shares worth $3.92M. The stake represents 0.38% of the portfolio and ranks #63 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in ATO as recently as Q4 2023.

Oak Thistle LLC first reported a position in ATO in Q1 2022 and has held it in 5 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Oak Thistle LLC held 22,758 shares of Atmos Energy worth $3.92M as of Q2 2026.
  • Atmos Energy was a new Oak Thistle LLC position in Q2 2026.
  • Atmos Energy made up 0.38% of Oak Thistle LLC's portfolio in Q2 2026, its #63 holding.
  • Oak Thistle LLC first reported a position in Atmos Energy in Q1 2022 and has held it in 5 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.