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Atticus Wealth Management’s Atmos Energy ATO Stock Holding History

Atticus Wealth 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
2025
Q3 		– Sell
-54
Closed -$8.32K – 226
2025
Q2 		$8.32K Buy
54
+4
+8% +$621 ﹤0.01% 492
2025
Q1 		$7.73K Hold
50
– – ﹤0.01% 399
2024
Q4 		$6.96K Hold
50
– – ﹤0.01% 413
2024
Q3 		$6.94K Hold
50
– – ﹤0.01% 415
2024
Q2 		$5.83K Hold
50
– – ﹤0.01% 417
2024
Q1 		$5.94K Hold
50
– – ﹤0.01% 437
2023
Q4 		$5.79K Hold
50
– – ﹤0.01% 441
2023
Q3 		$5.3K Hold
50
– – ﹤0.01% 451
2023
Q2 		$5.82K Hold
50
– – ﹤0.01% 439
2023
Q1 		$5.62K Hold
50
– – ﹤0.01% 426
2022
Q4 		$5.6K Hold
50
– – ﹤0.01% 423
2022
Q3 		$6K Hold
50
– – ﹤0.01% 416
2022
Q2 		$6K Hold
50
– – ﹤0.01% 447
2022
Q1 		$6K Hold
50
– – ﹤0.01% 445
2021
Q4 		$5K Buy
+50
New +$4.74K ﹤0.01% 387

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 $484B AUM 34.9% 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 $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atticus Wealth Management's ATO Position: Q3 2025 in Review

Atticus Wealth Management sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 54 shares — an estimated $8.32K sold.

Atticus Wealth Management first reported a position in ATO in Q4 2021 and held it in 15 quarters. The position peaked at $8.32K in Q2 2025. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Atticus Wealth Management reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 54 Atmos Energy shares in Q3 2025, an estimated $8.32K.
  • Atticus Wealth Management first reported a position in Atmos Energy in Q4 2021 and held it in 15 quarters.
  • Atticus Wealth Management's Atmos Energy position peaked at $8.32K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.