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Denali Advisors’s Atmos Energy ATO Stock Holding History

Denali Advisors’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
-2,010
Closed -$280K – 279
2024
Q4 		$280K Buy
+2,010
New +$286K 0.03% 264
2018
Q1 		– Sell
-3,000
Closed -$258K – 268
2017
Q4 		$258K Hold
3,000
– – 0.04% 121
2017
Q3 		$252K Buy
+3,000
New +$259K 0.04% 108

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

Denali Advisors's ATO Position: Q1 2025 in Review

Denali Advisors sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 2,010 shares — an estimated $280K sold.

Denali Advisors first reported a position in ATO in Q3 2017 and held it in 3 quarters. The position peaked at $280K in Q4 2024. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Denali Advisors reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Denali Advisors sold 2,010 Atmos Energy shares in Q1 2025, an estimated $280K.
  • Denali Advisors first reported a position in Atmos Energy in Q3 2017 and held it in 3 quarters.
  • Denali Advisors's Atmos Energy position peaked at $280K in Q4 2024.
  • 862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Denali Advisors's 13F filing for Q1 2025, filed 5 May 2025.