Beacon Capital Management LLC (Tennessee)’s Atmos Energy ATO Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-470	Closed	-$72.4K	–	190
2025 Q2	$72.4K	Buy	470 +1	+0.2%	+$155	0.01%	266
2025 Q1	$72.6K	Hold	469	–	–	0.01%	249
2024 Q4	$65.4K	Sell	469 -2	-0.4%	-$284	0.01%	258
2024 Q3	$65.3K	Buy	471 +431	+1,078%	+$55.4K	0.01%	279
2024 Q2	$4.67K	Hold	40	–	–	﹤0.01%	718
2024 Q1	$4.75K	Sell	40 -50	-56%	-$5.74K	﹤0.01%	713
2023 Q4	$9.53K	Hold	90	–	–	﹤0.01%	534
2023 Q3	$10.5K	Hold	90	–	–	﹤0.01%	556
2023 Q2	$10.5K	Hold	90	–	–	﹤0.01%	556
2023 Q1	$10.1K	Hold	90	–	–	﹤0.01%	497
2022 Q4	$10.1K	Sell	90 -10	-10%	-$1.1K	﹤0.01%	510
2022 Q3	$11K	Hold	100	–	–	﹤0.01%	459
2022 Q2	$12K	Hold	100	–	–	﹤0.01%	492
2022 Q1	$12K	Buy	+100	New	+$10.9K	﹤0.01%	492

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 $3.38T AUM 44.17% 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

Beacon Capital Management LLC (Tennessee)'s ATO Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 470 shares — an estimated $72.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in ATO in Q1 2022 and held it in 14 quarters. The position peaked at $72.6K in Q1 2025. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 470 Atmos Energy shares in Q3 2025, an estimated $72.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in Atmos Energy in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Atmos Energy position peaked at $72.6K in Q1 2025.
912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.