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Trust Point Inc’s Atmos Energy ATO Stock Holding History

Trust Point Inc’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 		– Sell
-1,343
Closed -$248K – 491
2026
Q1 		$248K Buy
1,343
+11
+0.8% +$1.94K 0.02% 443
2025
Q4 		$223K Buy
1,332
+2
+0.2% +$346 0.02% 440
2025
Q3 		$227K Buy
+1,330
New +$215K 0.02% 438
2025
Q2 		– Sell
-1,417
Closed -$219K – 411
2025
Q1 		$219K Sell
1,417
-1,150
-45% -$168K 0.02% 421
2024
Q4 		$358K Buy
2,567
+80
+3% +$11.4K 0.02% 375
2024
Q3 		$345K Sell
2,487
-131
-5% -$16.8K 0.03% 356
2024
Q2 		$305K Sell
2,618
-207
-7% -$24.1K 0.02% 377
2024
Q1 		$336K Sell
2,825
-3,279
-54% -$376K 0.03% 381
2023
Q4 		$707K Buy
+6,104
New +$682K 0.06% 201

Other funds holding ATO

PL
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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Trust Point Inc's ATO Position: Q2 2026 in Review

Trust Point Inc sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,343 shares — an estimated $248K sold.

Trust Point Inc first reported a position in ATO in Q4 2023 and held it in 9 quarters. The position peaked at $707K in Q4 2023. 209 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Trust Point Inc reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
  • Trust Point Inc sold 1,343 Atmos Energy shares in Q2 2026, an estimated $248K.
  • Trust Point Inc first reported a position in Atmos Energy in Q4 2023 and held it in 9 quarters.
  • Trust Point Inc's Atmos Energy position peaked at $707K in Q4 2023.
  • 209 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.