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FIG FINANCIAL ADVISORY SERVICES INC /ADV’s Atmos Energy ATO Stock Holding History

FIG FINANCIAL ADVISORY SERVICES INC /ADV’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
2025
Q3 		– Sell
-7,031
Closed -$1.08M – 61
2025
Q2 		$1.08M Buy
+7,031
New +$1.09M 0.72% 49

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

FIG FINANCIAL ADVISORY SERVICES INC /ADV's ATO Position: Q3 2025 in Review

FIG FINANCIAL ADVISORY SERVICES INC /ADV sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 7,031 shares — an estimated $1.08M sold.

FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in ATO in Q2 2025 and held it in 1 quarter. The position peaked at $1.08M in Q2 2025. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • FIG FINANCIAL ADVISORY SERVICES INC /ADV reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV sold 7,031 Atmos Energy shares in Q3 2025, an estimated $1.08M.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV first reported a position in Atmos Energy in Q2 2025 and held it in 1 quarter.
  • FIG FINANCIAL ADVISORY SERVICES INC /ADV's Atmos Energy position peaked at $1.08M in Q2 2025.
  • 912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on FIG FINANCIAL ADVISORY SERVICES INC /ADV's 13F filing for Q3 2025, filed 10 Aug 2026.