North Star Investment Management’s Atmos Energy ATO Stock Holding History

North Star Investment Management’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	$9.3K	Buy	54 +1	+2%	+$179	﹤0.01%	1089
2026 Q1	$9.79K	Sell	53 -13	-20%	-$2.3K	﹤0.01%	1033
2025 Q4	$11.1K	Buy	66 +18	+38%	+$3.11K	﹤0.01%	940
2025 Q3	$8.2K	Hold	48	–	–	﹤0.01%	951
2025 Q2	$7.4K	Hold	48	–	–	﹤0.01%	940
2025 Q1	$7.42K	Hold	48	–	–	﹤0.01%	911
2024 Q4	$6.68K	Hold	48	–	–	﹤0.01%	951
2024 Q3	$6.66K	Hold	48	–	–	﹤0.01%	928
2024 Q2	$5.6K	Hold	48	–	–	﹤0.01%	912
2024 Q1	$5.71K	Hold	48	–	–	﹤0.01%	957
2023 Q4	$5.56K	Hold	48	–	–	﹤0.01%	928
2023 Q3	$5.08K	Buy	+48	New	+$5.6K	﹤0.01%	955

Other funds holding ATO

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

North Star Investment Management's ATO Position: Q2 2026 in Review

North Star Investment Management increased its Atmos Energy (ATO) stake by 1.9% in Q2 2026, buying an estimated $179 and bringing the position to 54 shares worth $9.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

North Star Investment Management first reported a position in ATO in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.1K in Q4 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

North Star Investment Management held 54 shares of Atmos Energy worth $9.3K as of Q2 2026.
North Star Investment Management bought 1 Atmos Energy share in Q2 2026, an estimated $179.
Atmos Energy made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1089 holding.
North Star Investment Management first reported a position in Atmos Energy in Q3 2023 and has held it in 12 quarters since.
North Star Investment Management's Atmos Energy position peaked at $11.1K in Q4 2025.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.