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Castleview Partners’s Atmos Energy ATO Stock Holding History

Castleview Partners’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
Q1 		– Sell
-126
Closed -$17.4K – 201
2024
Q4 		$17.4K Buy
126
+7
+6% +$996 0.01% 490
2024
Q3 		$16.6K Buy
119
+36
+43% +$4.63K 0.01% 473
2024
Q2 		$9.68K Buy
83
+32
+63% +$3.73K 0.01% 533
2024
Q1 		$6.06K Buy
51
+22
+76% +$2.52K ﹤0.01% 596
2023
Q4 		$3.36K Buy
+29
New +$3.24K ﹤0.01% 633

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Castleview Partners's ATO Position: Q1 2025 in Review

Castleview Partners sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 126 shares — an estimated $17.4K sold.

Castleview Partners first reported a position in ATO in Q4 2023 and held it in 5 quarters. The position peaked at $17.4K in Q4 2024. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Castleview Partners reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Castleview Partners sold 126 Atmos Energy shares in Q1 2025, an estimated $17.4K.
  • Castleview Partners first reported a position in Atmos Energy in Q4 2023 and held it in 5 quarters.
  • Castleview Partners's Atmos Energy position peaked at $17.4K in Q4 2024.
  • 862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.