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Congress Wealth Management’s Atmos Energy ATO Stock Holding History

Congress 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 		$1.61M Buy
10,454
+99
+1% +$15.4K 0.02% 597
2025
Q1 		$1.6M Buy
10,355
+1,208
+13% +$176K 0.02% 541
2024
Q4 		$1.27M Buy
9,147
+1,130
+14% +$161K 0.02% 484
2024
Q3 		$1.11M Buy
+8,017
New +$1.03M 0.01% 502

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

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

Congress Wealth Management increased its Atmos Energy (ATO) stake by 0.96% in Q2 2025, buying an estimated $15.4K and bringing the position to 10,454 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #597.

Congress Wealth Management first reported a position in ATO in Q3 2024 and has held it in 4 quarters since. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Congress Wealth Management held 10,454 shares of Atmos Energy worth $1.61M as of Q2 2025.
  • Congress Wealth Management bought 99 Atmos Energy shares in Q2 2025, an estimated $15.4K.
  • Atmos Energy made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #597 holding.
  • Congress Wealth Management first reported a position in Atmos Energy in Q3 2024 and has held it in 4 quarters since.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

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