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Aventura Private Wealth’s Atmos Energy ATO Stock Holding History

Aventura Private Wealth’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
-315
Closed -$48.5K – 813
2025
Q2 		$48.5K Buy
315
+310
+6,200% +$48.2K 0.02% 286
2025
Q1 		$773 Hold
5
– – ﹤0.01% 680
2024
Q4 		$696 Buy
+5
New +$711 ﹤0.01% 660

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 $3.38T AUM 44.17% 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

Aventura Private Wealth's ATO Position: Q3 2025 in Review

Aventura Private Wealth sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 315 shares — an estimated $48.5K sold.

Aventura Private Wealth first reported a position in ATO in Q4 2024 and held it in 3 quarters. The position peaked at $48.5K in Q2 2025. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Aventura Private Wealth reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • Aventura Private Wealth sold 315 Atmos Energy shares in Q3 2025, an estimated $48.5K.
  • Aventura Private Wealth first reported a position in Atmos Energy in Q4 2024 and held it in 3 quarters.
  • Aventura Private Wealth's Atmos Energy position peaked at $48.5K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Aventura Private Wealth's 13F filing for Q3 2025, filed 7 Jan 2026.