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Carolinas Wealth Consulting’s Atmos Energy ATO Stock Holding History

Carolinas Wealth Consulting’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
-50
Closed -$7.71K – 68
2025
Q1 		$7.71K Hold
50
– – ﹤0.01% 551
2024
Q4 		$6.95K Buy
50
+22
+79% +$3.13K ﹤0.01% 588
2024
Q3 		$3.87K Hold
28
– – ﹤0.01% 699
2024
Q2 		$3.25K Buy
28
+1
+4% +$117 ﹤0.01% 713
2024
Q1 		$3.17K Hold
27
– – ﹤0.01% 717
2023
Q4 		$3.09K Buy
27
+5
+23% +$559 ﹤0.01% 692
2023
Q3 		$2.33K Sell
22
-32
-59% -$3.73K ﹤0.01% 725
2023
Q2 		$6.23K Buy
54
+4
+8% +$463 ﹤0.01% 654
2023
Q1 		$5.62K Buy
50
+18
+56% +$2.05K ﹤0.01% 672
2022
Q4 		$3.59K Buy
+32
New +$3.52K ﹤0.01% 732
2021
Q1 		– Sell
-8
Closed -$1K – 945
2020
Q4 		$1K Sell
8
-88
-92% -$8.49K ﹤0.01% 775
2020
Q3 		$9K Buy
+96
New +$9.58K ﹤0.01% 493

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 $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's ATO Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 50 shares — an estimated $7.71K sold.

Carolinas Wealth Consulting first reported a position in ATO in Q3 2020 and held it in 12 quarters. The position peaked at $9K in Q3 2020. 870 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 50 Atmos Energy shares in Q2 2025, an estimated $7.71K.
  • Carolinas Wealth Consulting first reported a position in Atmos Energy in Q3 2020 and held it in 12 quarters.
  • Carolinas Wealth Consulting's Atmos Energy position peaked at $9K in Q3 2020.
  • 870 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.