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Butensky & Cohen Financial Security’s Atmos Energy ATO Stock Holding History

Butensky & Cohen Financial Security’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
-38,260
Closed -$5.91M – 95
2025
Q1 		$5.91M Sell
38,260
-1,326
-3% -$193K 1.81% 6
2024
Q4 		$5.51M Sell
39,586
-1,527
-4% -$217K 1.73% 10
2024
Q3 		$5.7M Sell
41,113
-813
-2% -$104K 1.69% 7
2024
Q2 		$4.89M Buy
41,926
+757
+2% +$88.2K 1.56% 17
2024
Q1 		$4.89M Buy
41,169
+792
+2% +$90.8K 1.52% 22
2023
Q4 		$4.68M Buy
40,377
+493
+1% +$55.1K 1.56% 19
2023
Q3 		$4.22M Buy
39,884
+982
+3% +$115K 1.53% 23
2023
Q2 		$4.53M Sell
38,902
-1,679
-4% -$194K 1.63% 11
2023
Q1 		$4.56M Sell
40,581
-459
-1% -$52.2K 1.64% 13
2022
Q4 		$4.6M Sell
41,040
-17
-0% -$1.87K 1.7% 12
2022
Q3 		$4.18M Buy
41,057
+1,071
+3% +$123K 1.74% 7
2022
Q2 		$4.48M Sell
39,986
-2,105
-5% -$241K 1.83% 2
2022
Q1 		$5.03M Sell
42,091
-2,422
-5% -$265K 1.77% 3
2021
Q4 		$4.66M Buy
44,513
+38,296
+616% +$3.63M 1.66% 7
2021
Q3 		$548K Buy
+6,217
New +$601K 0.22% 86

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 $3.37T AUM 44.26% 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

Butensky & Cohen Financial Security's ATO Position: Q2 2025 in Review

Butensky & Cohen Financial Security sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 38,260 shares — an estimated $5.91M sold.

Butensky & Cohen Financial Security first reported a position in ATO in Q3 2021 and held it in 15 quarters. The position peaked at $5.91M in Q1 2025. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Butensky & Cohen Financial Security reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 38,260 Atmos Energy shares in Q2 2025, an estimated $5.91M.
  • Butensky & Cohen Financial Security first reported a position in Atmos Energy in Q3 2021 and held it in 15 quarters.
  • Butensky & Cohen Financial Security's Atmos Energy position peaked at $5.91M in Q1 2025.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Butensky & Cohen Financial Security's 13F filing for Q2 2025, filed 11 Jul 2025.