CWM
ATO icon

Compass Wealth Management’s Atmos Energy ATO Stock Holding History

Compass Wealth Management’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
-525
Closed -$81.2K – 173
2025
Q1 		$81.2K Hold
525
– – 0.02% 208
2024
Q4 		$73.1K Hold
525
– – 0.02% 213
2024
Q3 		$72.8K Hold
525
– – 0.02% 222
2024
Q2 		$61.2K Hold
525
– – 0.02% 231
2024
Q1 		$62.4K Sell
525
-300
-36% -$34.4K 0.02% 233
2023
Q4 		$95.6K Hold
825
– – 0.03% 194
2023
Q3 		$87.4K Hold
825
– – 0.03% 192
2023
Q2 		$96K Hold
825
– – 0.03% 191
2023
Q1 		$92.7K Hold
825
– – 0.03% 191
2022
Q4 		$92.5K Buy
+825
New +$90.7K 0.03% 189

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

Compass Wealth Management's ATO Position: Q2 2025 in Review

Compass Wealth Management sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 525 shares — an estimated $81.2K sold.

Compass Wealth Management first reported a position in ATO in Q4 2022 and held it in 10 quarters. The position peaked at $96K in Q2 2023. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Compass Wealth Management reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 525 Atmos Energy shares in Q2 2025, an estimated $81.2K.
  • Compass Wealth Management first reported a position in Atmos Energy in Q4 2022 and held it in 10 quarters.
  • Compass Wealth Management's Atmos Energy position peaked at $96K in Q2 2023.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.