Avalon Trust’s Atmos Energy ATO Stock Holding History

Avalon Trust’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 Q4	–	Sell	-5	Closed	-$854	–	449
2025 Q3	$854	Buy	+5	New	+$807	﹤0.01%	513

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Avalon Trust's ATO Position: Q4 2025 in Review

Avalon Trust sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 5 shares — an estimated $854 sold.

Avalon Trust first reported a position in ATO in Q3 2025 and held it in 1 quarter. The position peaked at $854 in Q3 2025. 978 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

Avalon Trust reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
Avalon Trust sold 5 Atmos Energy shares in Q4 2025, an estimated $854.
Avalon Trust first reported a position in Atmos Energy in Q3 2025 and held it in 1 quarter.
Avalon Trust's Atmos Energy position peaked at $854 in Q3 2025.
978 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on Avalon Trust's 13F filing for Q4 2025, filed 9 Feb 2026.