Hennessy Advisors Inc’s Atmos Energy ATO Stock Holding History

Hennessy Advisors 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	$25.5M	Buy	148,286 +5,000	+3%	+$895K	0.82%	34
2026 Q1	$26.5M	Sell	143,286 -1,100	-0.8%	-$194K	0.96%	34
2025 Q4	$24.2M	Sell	144,386 -3,700	-2%	-$640K	0.86%	36
2025 Q3	$25.3M	Sell	148,086 -16,200	-10%	-$2.62M	0.87%	39
2025 Q2	$25.3M	Buy	164,286 +3,500	+2%	+$544K	0.84%	36
2025 Q1	$24.9M	Sell	160,786 -12,100	-7%	-$1.77M	0.83%	39
2024 Q4	$24.1M	Sell	172,886 -3,900	-2%	-$555K	0.72%	40
2024 Q3	$24.5M	Sell	176,786 -11,400	-6%	-$1.46M	0.79%	33
2024 Q2	$22M	Buy	188,186 +4,900	+3%	+$571K	0.83%	33
2024 Q1	$21.8M	Sell	183,286 -13,900	-7%	-$1.59M	0.92%	35
2023 Q4	$22.9M	Sell	197,186 -7,700	-4%	-$860K	1.15%	26
2023 Q3	$21.7M	Buy	204,886 +100	+0%	+$11.7K	1.52%	14
2023 Q2	$23.8M	Sell	204,786 -16,300	-7%	-$1.89M	1.72%	9
2023 Q1	$24.8M	Sell	221,086 -6,800	-3%	-$773K	1.83%	5
2022 Q4	$25.5M	Sell	227,886 -28,000	-11%	-$3.08M	1.68%	5
2022 Q3	$26.1M	Sell	255,886 -11,600	-4%	-$1.33M	1.8%	7
2022 Q2	$30M	Buy	267,486 +22,500	+9%	+$2.58M	1.79%	2
2022 Q1	$29.3M	Sell	244,986 -11,600	-5%	-$1.27M	1.53%	9
2021 Q4	$26.9M	Sell	256,586 -28,700	-10%	-$2.72M	1.53%	2
2021 Q3	$25.2M	Buy	285,286 +13,200	+5%	+$1.28M	1.5%	3
2021 Q2	$26.1M	Buy	272,086 +4,800	+2%	+$481K	1.45%	7
2021 Q1	$26.4M	Sell	267,286 -14,300	-5%	-$1.3M	1.54%	3
2020 Q4	$26.9M	Sell	281,586 -2,300	-0.8%	-$222K	1.73%	2
2020 Q3	$27.1M	Sell	283,886 -19,200	-6%	-$1.92M	1.89%	7
2020 Q2	$30.2M	Sell	303,086 -16,000	-5%	-$1.61M	2.1%	3
2020 Q1	$31.7M	Sell	319,086 -64,000	-17%	-$7.04M	2.38%	4
2019 Q4	$42.9M	Sell	383,086 -14,000	-4%	-$1.54M	2.18%	2
2019 Q3	$45.2M	Sell	397,086 -42,000	-10%	-$4.59M	2.27%	3
2019 Q2	$46.4M	Sell	439,086 -16,000	-4%	-$1.64M	2.22%	2
2019 Q1	$46.8M	Sell	455,086 -5,000	-1%	-$487K	2.18%	1
2018 Q4	$42.7M	Sell	460,086 -64,000	-12%	-$6.12M	2.09%	1
2018 Q3	$49.2M	Sell	524,086 -45,000	-8%	-$4.15M	1.82%	2
2018 Q2	$51.3M	Sell	569,086 -65,000	-10%	-$5.63M	1.76%	4
2018 Q1	$53.4M	Sell	634,086 -109,000	-15%	-$8.88M	1.8%	3
2017 Q4	$63.8M	Sell	743,086 -77,500	-9%	-$6.82M	1.96%	7
2017 Q3	$68.8M	Sell	820,586 -35,500	-4%	-$3.06M	2.13%	6
2017 Q2	$71M	Sell	856,086 -31,650	-4%	-$2.6M	2.18%	5
2017 Q1	$70.1M	Buy	887,736 +40,000	+5%	+$3.07M	2.06%	9
2016 Q4	$62.9M	Sell	847,736 -574,400	-40%	-$41.5M	1.86%	10
2016 Q3	$106M	Buy	1,422,136 +45,400	+3%	+$3.49M	3.01%	1
2016 Q2	$112M	Buy	1,376,736 +46,550	+3%	+$3.45M	3.39%	1
2016 Q1	$98.8M	Sell	1,330,186 -22,602	-2%	-$1.55M	3%	1
2015 Q4	$85.3M	Buy	1,352,788 +399,000	+42%	+$24.5M	2.67%	1
2015 Q3	$55.5M	Sell	953,788 -251,052	-21%	-$13.8M	1.67%	14
2015 Q2	$61.8M	Sell	1,204,840 -19,166	-2%	-$1.03M	1.85%	12
2015 Q1	$67.7M	Sell	1,224,006 -27,956	-2%	-$1.54M	1.95%	12
2014 Q4	$69.8M	Sell	1,251,962 -20,000	-2%	-$1.05M	1.98%	13
2014 Q3	$60.7M	Buy	1,271,962 +169,500	+15%	+$8.46M	1.81%	14
2014 Q2	$58.9M	Buy	1,102,462 +182,700	+20%	+$9.23M	1.82%	13
2014 Q1	$43.3M	Buy	919,762 +172,000	+23%	+$7.92M	1.61%	14
2013 Q4	$34M	Buy	747,762 +95,500	+15%	+$4.22M	1.39%	14
2013 Q3	$27.8M	Buy	652,262 +77,900	+14%	+$3.29M	1.26%	15
2013 Q2	$23.6M	Buy	+574,362	New	+$24.5M	1.18%	15

Other funds holding ATO

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return

Kepler Cheuvreux Nyon $1.75B AUM 37.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Hennessy Advisors Inc's ATO Position: Q2 2026 in Review

Hennessy Advisors Inc increased its Atmos Energy (ATO) stake by 3.5% in Q2 2026, buying an estimated $895K and bringing the position to 148,286 shares worth $25.5M. The position accounts for 0.82% of the portfolio, ranked #34.

Hennessy Advisors Inc first reported a position in ATO in Q2 2013 and has held it in 53 quarters since. The position peaked at $112M in Q2 2016. 124 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Hennessy Advisors Inc held 148,286 shares of Atmos Energy worth $25.5M as of Q2 2026.
Hennessy Advisors Inc bought 5,000 Atmos Energy shares in Q2 2026, an estimated $895K.
Atmos Energy made up 0.82% of Hennessy Advisors Inc's portfolio in Q2 2026, its #34 holding.
Hennessy Advisors Inc first reported a position in Atmos Energy in Q2 2013 and has held it in 53 quarters since.
Hennessy Advisors Inc's Atmos Energy position peaked at $112M in Q2 2016.
124 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Hennessy Advisors Inc's 13F filing for Q2 2026, filed 16 Jul 2026.