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Dakota Wealth Management’s Atmos Energy ATO Stock Holding History

Dakota 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
Q3 		– Sell
-5,284
Closed -$814K – 659
2025
Q2 		$814K Buy
5,284
+1,602
+44% +$249K 0.02% 424
2025
Q1 		$569K Buy
+3,682
New +$537K 0.01% 488

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dakota Wealth Management's ATO Position: Q3 2025 in Review

Dakota Wealth Management sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 5,284 shares — an estimated $814K sold.

Dakota Wealth Management first reported a position in ATO in Q1 2025 and held it in 2 quarters. The position peaked at $814K in Q2 2025. 910 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Dakota Wealth Management reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • Dakota Wealth Management sold 5,284 Atmos Energy shares in Q3 2025, an estimated $814K.
  • Dakota Wealth Management first reported a position in Atmos Energy in Q1 2025 and held it in 2 quarters.
  • Dakota Wealth Management's Atmos Energy position peaked at $814K in Q2 2025.
  • 910 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Dakota Wealth Management's 13F filing for Q3 2025, filed 10 Nov 2025.