Oakworth Capital’s Atmos Energy ATO Stock Holding History

Oakworth Capital’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	$17.6K	Hold	102	–	–	﹤0.01%	618
2026 Q1	$18.8K	Hold	102	–	–	﹤0.01%	586
2025 Q4	$17.1K	Hold	102	–	–	﹤0.01%	588
2025 Q3	$17.4K	Hold	102	–	–	﹤0.01%	572
2025 Q2	$15.7K	Sell	102 -15	-13%	-$2.33K	﹤0.01%	467
2025 Q1	$18.1K	Hold	117	–	–	﹤0.01%	471
2024 Q4	$16.3K	Hold	117	–	–	﹤0.01%	479
2024 Q3	$16.2K	Buy	+117	New	+$15K	﹤0.01%	472
2022 Q2	–	Sell	-105	Closed	-$13K	–	546
2022 Q1	$13K	Hold	105	–	–	﹤0.01%	425
2021 Q4	$11K	Hold	105	–	–	﹤0.01%	469
2021 Q3	$9K	Hold	105	–	–	﹤0.01%	477
2021 Q2	$10K	Hold	105	–	–	﹤0.01%	466
2021 Q1	$10K	Hold	105	–	–	﹤0.01%	453
2020 Q4	$10K	Hold	105	–	–	﹤0.01%	423
2020 Q3	$10K	Hold	105	–	–	﹤0.01%	421
2020 Q2	$10K	Hold	105	–	–	﹤0.01%	399
2020 Q1	$10K	Hold	105	–	–	﹤0.01%	374
2019 Q4	$12K	Hold	105	–	–	﹤0.01%	416
2019 Q3	$12K	Hold	105	–	–	﹤0.01%	420
2019 Q2	$11K	Hold	105	–	–	﹤0.01%	471
2019 Q1	$11K	Hold	105	–	–	﹤0.01%	438
2018 Q4	$10K	Hold	105	–	–	﹤0.01%	437
2018 Q3	$10K	Hold	105	–	–	﹤0.01%	460
2018 Q2	$9K	Hold	105	–	–	﹤0.01%	476
2018 Q1	$9K	Hold	105	–	–	﹤0.01%	449
2017 Q4	$10K	Sell	105 -238	-69%	-$20.9K	﹤0.01%	451
2017 Q3	$30K	Hold	343	–	–	0.01%	354
2017 Q2	$28K	Hold	343	–	–	0.01%	355
2017 Q1	$27K	Hold	343	–	–	0.01%	355
2016 Q4	$24K	Hold	343	–	–	0.01%	364
2016 Q3	$26K	Hold	343	–	–	0.01%	337
2016 Q2	$25K	Hold	343	–	–	0.01%	334
2016 Q1	$25K	Hold	343	–	–	0.01%	285
2015 Q4	$22K	Hold	343	–	–	0.01%	279
2015 Q3	$20K	Hold	343	–	–	0.01%	244
2015 Q2	$19K	Hold	343	–	–	0.01%	258
2015 Q1	$19K	Hold	343	–	–	0.01%	276
2014 Q4	$19K	Hold	343	–	–	0.01%	272
2014 Q3	$17K	Hold	343	–	–	0.01%	243
2014 Q2	$18K	Hold	343	–	–	0.01%	240
2014 Q1	$16K	Hold	343	–	–	0.01%	244
2013 Q4	$16K	Buy	+343	New	+$15.1K	0.01%	227

Other funds holding ATO

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Munich Reinsurance Munich $4.57B AUM 28.39% 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

Oakworth Capital's ATO Position: Q2 2026 in Review

Oakworth Capital held its Atmos Energy (ATO) position steady in Q2 2026 at 102 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Oakworth Capital first reported a position in ATO in Q4 2013 and has held it in 42 quarters since. The position peaked at $30K in Q3 2017. 268 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Oakworth Capital held 102 shares of Atmos Energy worth $17.6K as of Q2 2026.
Oakworth Capital left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up ﹤0.01% of Oakworth Capital's portfolio in Q2 2026, its #618 holding.
Oakworth Capital first reported a position in Atmos Energy in Q4 2013 and has held it in 42 quarters since.
Oakworth Capital's Atmos Energy position peaked at $30K in Q3 2017.
268 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Oakworth Capital's 13F filing for Q2 2026, filed 22 Jul 2026.