AIA
ATO icon

Angeles Investment Advisors’s Atmos Energy ATO Stock Holding History

Angeles Investment Advisors’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
Q1 		– Sell
-3,660
Closed -$510K – 50
2024
Q4 		$510K Hold
3,660
– – 0.02% 90
2024
Q3 		$508K Sell
3,660
-540
-13% -$69.4K 0.03% 103
2024
Q2 		$490K Hold
4,200
– – 0.03% 106
2024
Q1 		$499K Hold
4,200
– – 0.03% 117
2023
Q4 		$487K Hold
4,200
– – 0.03% 98
2023
Q3 		$445K Buy
+4,200
New +$490K 0.03% 92

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Angeles Investment Advisors's ATO Position: Q1 2025 in Review

Angeles Investment Advisors sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 3,660 shares — an estimated $510K sold.

Angeles Investment Advisors first reported a position in ATO in Q3 2023 and held it in 6 quarters. The position peaked at $510K in Q4 2024. 861 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Angeles Investment Advisors reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Angeles Investment Advisors sold 3,660 Atmos Energy shares in Q1 2025, an estimated $510K.
  • Angeles Investment Advisors first reported a position in Atmos Energy in Q3 2023 and held it in 6 quarters.
  • Angeles Investment Advisors's Atmos Energy position peaked at $510K in Q4 2024.
  • 861 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Angeles Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.