Corient Private Wealth

Corient Private Wealth’s Atmos Energy ATO Stock Holding History

Corient Private Wealth’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
2026 Q1	$17.1M	Sell	94,317 -21,682	-19%	-$3.83M	0.02%	433
2025 Q4	$19.2M	Buy	115,999 +60,620	+109%	+$10.5M	0.01%	573
2025 Q3	$9.46M	Buy	55,379 +7,041	+15%	+$1.14M	0.01%	534
2025 Q2	$7.45M	Sell	48,338 -2,450	-5%	-$381K	0.01%	594
2025 Q1	$7.85M	Buy	50,788 +6,483	+15%	+$946K	0.01%	571
2024 Q4	$6.17M	Buy	44,305 +11,029	+33%	+$1.57M	0.01%	642
2024 Q3	$4.62M	Buy	33,276 +528	+2%	+$67.8K	0.01%	777
2024 Q2	$3.82M	Buy	32,748 +11	+0%	+$1.28K	0.01%	785
2024 Q1	$3.89M	Buy	32,737 +192	+0.6%	+$22K	0.01%	779
2023 Q4	$3.77M	Buy	32,545 +4,236	+15%	+$473K	0.01%	777
2023 Q3	$3M	Sell	28,309 -5,722	-17%	-$668K	0.01%	774
2023 Q2	$3.96M	Buy	34,031 +2,077	+6%	+$240K	0.01%	701
2023 Q1	$3.59M	Buy	31,954 +5,973	+23%	+$679K	0.01%	678
2022 Q4	$2.91M	Buy	+25,981	New	+$2.86M	0.01%	616

Other funds holding ATO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return