Chicago Partners Investment Group’s Atmos Energy ATO Stock Holding History

Chicago Partners Investment Group’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	$2.6M	Buy	14,611 +6,489	+80%	+$1.16M	0.05%	283
2026 Q1	$1.48M	Buy	8,122 +1,965	+32%	+$347K	0.03%	410
2025 Q4	$1.02M	Sell	6,157 -5	-0.1%	-$864	0.03%	466
2025 Q3	$1.08M	Buy	6,162 +261	+4%	+$42.1K	0.03%	411
2025 Q2	$927K	Buy	5,901 +170	+3%	+$26.4K	0.03%	416
2025 Q1	$932K	Sell	5,731 -879	-13%	-$128K	0.03%	378
2024 Q4	$922K	Buy	6,610 +1	+0%	+$142	0.03%	362
2024 Q3	$946K	Buy	6,609 +980	+17%	+$126K	0.03%	340
2024 Q2	$722K	Hold	5,629	–	–	0.03%	387
2024 Q1	$662K	Sell	5,629 -130	-2%	-$14.9K	0.03%	389
2023 Q4	$639K	Buy	5,759 +129	+2%	+$14.4K	0.03%	370
2023 Q3	$607K	Sell	5,630 -5	-0.1%	-$583	0.03%	365
2023 Q2	$685K	Sell	5,635 -22	-0.4%	-$2.55K	0.04%	348
2023 Q1	$657K	Buy	5,657 +17	+0.3%	+$1.93K	0.04%	330
2022 Q4	$659K	Sell	5,640 -6	-0.1%	-$660	0.04%	322
2022 Q3	$587K	Buy	5,646 +61	+1%	+$6.99K	0.04%	308
2022 Q2	$678K	Buy	5,585 +16	+0.3%	+$1.83K	0.05%	285
2022 Q1	$623K	Buy	5,569 +2	+0%	+$218	0.05%	276
2021 Q4	$590K	Buy	5,567 +36	+0.7%	+$3.41K	0.04%	305
2021 Q3	$524K	Sell	5,531 -31	-0.6%	-$3K	0.04%	325
2021 Q2	$554K	Buy	5,562 +14	+0.3%	+$1.4K	0.04%	310
2021 Q1	$568K	Sell	5,548 -64	-1%	-$5.83K	0.05%	285
2020 Q4	$500K	Buy	5,612 +74	+1%	+$7.14K	0.05%	282
2020 Q3	$541K	Buy	5,538 +23	+0.4%	+$2.3K	0.06%	222
2020 Q2	$566K	Sell	5,515 -30	-0.5%	-$3.03K	0.07%	199
2020 Q1	$614K	Buy	5,545 +20	+0.4%	+$2.2K	0.09%	166
2019 Q4	$634K	Sell	5,525 -10	-0.2%	-$1.1K	0.08%	187
2019 Q3	$628K	Buy	5,535 +35	+0.6%	+$3.83K	0.09%	175
2019 Q2	$591K	Hold	5,500	–	–	0.08%	169
2019 Q1	$545K	Hold	5,500	–	–	0.08%	170
2018 Q4	$508K	Hold	5,500	–	–	0.08%	181
2018 Q3	$520K	Hold	5,500	–	–	0.08%	181
2018 Q2	$496K	Hold	5,500	–	–	0.08%	174
2018 Q1	$463K	Hold	5,500	–	–	0.08%	164
2017 Q4	$472K	Hold	5,500	–	–	0.08%	169
2017 Q3	$461K	Buy	+5,500	New	+$474K	0.08%	166
2017 Q2	–	Sell	-5,500	Closed	-$434K	–	641
2017 Q1	$434K	Hold	5,500	–	–	0.12%	121
2016 Q4	$408K	Hold	5,500	–	–	0.15%	112
2016 Q3	$410K	Hold	5,500	–	–	0.16%	104
2016 Q2	$447K	Hold	5,500	–	–	0.22%	72
2016 Q1	$408K	Hold	5,500	–	–	0.21%	70
2015 Q4	$347K	Hold	5,500	–	–	0.17%	97
2015 Q3	$320K	Hold	5,500	–	–	0.18%	86
2015 Q2	$282K	Buy	5,500 +43	+0.8%	+$2.3K	0.13%	109
2015 Q1	$304K	Sell	5,457 -43	-0.8%	-$2.37K	0.13%	100
2014 Q4	$307K	Buy	+5,500	New	+$290K	0.13%	89

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Chicago Partners Investment Group's ATO Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Atmos Energy (ATO) stake by 80% in Q2 2026, buying an estimated $1.16M and bringing the position to 14,611 shares worth $2.6M. The position accounts for 0.05% of the portfolio, ranked #283.

Chicago Partners Investment Group first reported a position in ATO in Q4 2014 and has held it in 46 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Chicago Partners Investment Group held 14,611 shares of Atmos Energy worth $2.6M as of Q2 2026.
Chicago Partners Investment Group bought 6,489 Atmos Energy shares in Q2 2026, an estimated $1.16M.
Atmos Energy made up 0.05% of Chicago Partners Investment Group's portfolio in Q2 2026, its #283 holding.
Chicago Partners Investment Group first reported a position in Atmos Energy in Q4 2014 and has held it in 46 quarters since.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.