Carnegie Investment Counsel’s Atmos Energy ATO Stock Holding History

Carnegie Investment Counsel’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	$286K	Hold	1,660	–	–	0.01%	486
2026 Q1	$307K	Hold	1,660	–	–	0.01%	479
2025 Q4	$278K	Buy	+1,660	New	+$287K	0.01%	490
2019 Q4	–	Sell	-1,760	Closed	-$200K	–	427
2019 Q3	$200K	Buy	+1,760	New	+$192K	0.01%	408
2019 Q2	–	Sell	-2,260	Closed	-$233K	–	424
2019 Q1	$233K	Hold	2,260	–	–	0.02%	387
2018 Q4	$210K	Buy	+2,260	New	+$216K	0.02%	350
2018 Q3	–	Sell	-2,260	Closed	-$209K	–	344
2018 Q2	$209K	Buy	+2,260	New	+$196K	0.02%	360
2017 Q4	–	Sell	-2,435	Closed	-$211K	–	376
2017 Q3	$211K	Hold	2,435	–	–	0.02%	332
2017 Q2	$216K	Buy	+2,435	New	+$200K	0.03%	330

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Carnegie Investment Counsel's ATO Position: Q2 2026 in Review

Carnegie Investment Counsel held its Atmos Energy (ATO) position steady in Q2 2026 at 1,660 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #486.

Carnegie Investment Counsel first reported a position in ATO in Q2 2017 and has held it in 9 quarters since. The position peaked at $307K in Q1 2026. 563 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Carnegie Investment Counsel held 1,660 shares of Atmos Energy worth $286K as of Q2 2026.
Carnegie Investment Counsel left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.01% of Carnegie Investment Counsel's portfolio in Q2 2026, its #486 holding.
Carnegie Investment Counsel first reported a position in Atmos Energy in Q2 2017 and has held it in 9 quarters since.
Carnegie Investment Counsel's Atmos Energy position peaked at $307K in Q1 2026.
563 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Carnegie Investment Counsel's 13F filing for Q2 2026, filed 30 Jul 2026.