Orion Investment Company’s Atmos Energy ATO Stock Holding History

Orion Investment Company’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	$3.45M	Buy	20,034 +1,133	+6%	+$203K	1.01%	29
2026 Q1	$3.49M	Buy	18,901 +243	+1%	+$42.9K	1.11%	26
2025 Q4	$3.13M	Buy	18,658 +991	+6%	+$171K	0.95%	28
2025 Q3	$3.02M	Buy	17,667 +2,155	+14%	+$348K	0.96%	28
2025 Q2	$2.39M	Sell	15,512 -545	-3%	-$84.7K	0.85%	28
2025 Q1	$2.48M	Hold	16,057	–	–	1.01%	24
2024 Q4	$2.24M	Buy	16,057 +167	+1%	+$23.8K	0.89%	28
2024 Q3	$2.2M	Sell	15,890 -25	-0.2%	-$3.21K	0.86%	24
2024 Q2	$1.86M	Buy	+15,915	New	+$1.85M	0.74%	26

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

Amundi Paris, France $413B AUM 44.57% 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

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Orion Investment Company's ATO Position: Q2 2026 in Review

Orion Investment Company increased its Atmos Energy (ATO) stake by 6% in Q2 2026, buying an estimated $203K and bringing the position to 20,034 shares worth $3.45M. The position accounts for 1.01% of the portfolio, ranked #29.

Orion Investment Company first reported a position in ATO in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.49M in Q1 2026. 687 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Orion Investment Company held 20,034 shares of Atmos Energy worth $3.45M as of Q2 2026.
Orion Investment Company bought 1,133 Atmos Energy shares in Q2 2026, an estimated $203K.
Atmos Energy made up 1.01% of Orion Investment Company's portfolio in Q2 2026, its #29 holding.
Orion Investment Company first reported a position in Atmos Energy in Q2 2024 and has held it in 9 quarters since.
Orion Investment Company's Atmos Energy position peaked at $3.49M in Q1 2026.
687 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Orion Investment Company's 13F filing for Q2 2026, filed 11 Aug 2026.