Joel Greenblatt’s Atmos Energy ATO Stock Holding History

Joel Greenblatt’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	$25.3M	Buy	146,815 +78,798	+116%	+$14.1M	0.06%	478
2026 Q1	$12.6M	Buy	68,017 +36,019	+113%	+$6.37M	0.04%	625
2025 Q4	$5.36M	Buy	31,998 +3,460	+12%	+$598K	0.02%	796
2025 Q3	$4.87M	Buy	28,538 +11,071	+63%	+$1.79M	0.02%	784
2025 Q2	$2.69M	Buy	17,467 +4,302	+33%	+$668K	0.02%	834
2025 Q1	$2.04M	Buy	13,165 +9,759	+287%	+$1.42M	0.02%	796
2024 Q4	$474K	Sell	3,406 -271	-7%	-$38.5K	﹤0.01%	1134
2024 Q3	$510K	Buy	3,677 +1,054	+40%	+$135K	0.01%	1097
2024 Q2	$306K	Buy	+2,623	New	+$306K	﹤0.01%	1221
2023 Q2	–	Sell	-2,143	Closed	-$241K	–	1307
2023 Q1	$241K	Buy	+2,143	New	+$244K	0.01%	1201
2022 Q3	–	Sell	-1,985	Closed	-$223K	–	1173
2022 Q2	$223K	Buy	+1,985	New	+$227K	0.01%	1011
2014 Q3	–	Sell	-9,900	Closed	-$529K	–	977
2014 Q2	$529K	Buy	+9,900	New	+$500K	0.01%	773

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

Joel Greenblatt's ATO Position: Q2 2026 in Review

Joel Greenblatt increased its Atmos Energy (ATO) stake by 116% in Q2 2026, buying an estimated $14.1M and bringing the position to 146,815 shares worth $25.3M. The position accounts for 0.06% of the portfolio, ranked #478.

Joel Greenblatt first reported a position in ATO in Q2 2014 and has held it in 12 quarters since. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Joel Greenblatt held 146,815 shares of Atmos Energy worth $25.3M as of Q2 2026.
Joel Greenblatt bought 78,798 Atmos Energy shares in Q2 2026, an estimated $14.1M.
Atmos Energy made up 0.06% of Joel Greenblatt's portfolio in Q2 2026, its #478 holding.
Joel Greenblatt first reported a position in Atmos Energy in Q2 2014 and has held it in 12 quarters since.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.