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Coppell Advisory Solutions’s Atmos Energy ATO Stock Holding History

Coppell Advisory Solutions’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
-31
Closed -$4.31K – 440
2024
Q4 		$4.31K Hold
31
– – ﹤0.01% 1361
2024
Q3 		$4.27K Hold
31
– – ﹤0.01% 1289
2024
Q2 		$3.62K Buy
+31
New +$3.61K ﹤0.01% 1272
2023
Q4 		$3.59K Buy
+31
New +$3.46K ﹤0.01% 1180
2023
Q3 		– Sell
-32
Closed -$3.7K – 1226
2023
Q2 		$3.7K Buy
+32
New +$3.7K ﹤0.01% 913

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

Coppell Advisory Solutions's ATO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 31 shares — an estimated $4.31K sold.

Coppell Advisory Solutions first reported a position in ATO in Q2 2023 and held it in 5 quarters. The position peaked at $4.31K in Q4 2024. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 31 Atmos Energy shares in Q1 2025, an estimated $4.31K.
  • Coppell Advisory Solutions first reported a position in Atmos Energy in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's Atmos Energy position peaked at $4.31K in Q4 2024.
  • 862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.