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Bay Colony Advisors’s Atmos Energy ATO Stock Holding History

Bay Colony 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
Q2 		– Sell
-5,370
Closed -$819K – 472
2025
Q1 		$819K Sell
5,370
-221
-4% -$32.2K 0.12% 167
2024
Q4 		$779K Sell
5,591
-75
-1% -$10.7K 0.12% 180
2024
Q3 		$786K Sell
5,666
-70
-1% -$8.99K 0.12% 172
2024
Q2 		$669K Buy
5,736
+1,849
+48% +$215K 0.11% 179
2024
Q1 		$462K Buy
3,887
+918
+31% +$105K 0.08% 223
2023
Q4 		$344K Buy
2,969
+204
+7% +$22.8K 0.07% 257
2023
Q3 		$293K Buy
2,765
+53
+2% +$6.18K 0.07% 244
2023
Q2 		$315K Buy
2,712
+154
+6% +$17.8K 0.08% 228
2023
Q1 		$286K Buy
2,558
+3
+0.1% +$341 0.08% 239
2022
Q4 		$286K Buy
2,555
+355
+16% +$39K 0.08% 255
2022
Q3 		$224K Buy
2,200
+7
+0.3% +$802 0.07% 279
2022
Q2 		$266K Sell
2,193
-194
-8% -$22.2K 0.07% 262
2022
Q1 		$285K Buy
2,387
+8
+0.3% +$874 0.07% 269
2021
Q4 		$249K Buy
+2,379
New +$225K 0.07% 298

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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

Bay Colony Advisors's ATO Position: Q2 2025 in Review

Bay Colony Advisors sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 5,370 shares — an estimated $819K sold.

Bay Colony Advisors first reported a position in ATO in Q4 2021 and held it in 14 quarters. The position peaked at $819K in Q1 2025. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Bay Colony Advisors reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 5,370 Atmos Energy shares in Q2 2025, an estimated $819K.
  • Bay Colony Advisors first reported a position in Atmos Energy in Q4 2021 and held it in 14 quarters.
  • Bay Colony Advisors's Atmos Energy position peaked at $819K in Q1 2025.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Bay Colony Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.