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EnRich Financial Partners’s Atmos Energy ATO Stock Holding History

EnRich Financial Partners’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
-125
Closed -$17.4K – 66
2024
Q4 		$17.4K Hold
125
– – 0.01% 146
2024
Q3 		$17.3K Hold
125
– – 0.01% 149
2024
Q2 		$14.6K Hold
125
– – 0.01% 160
2024
Q1 		$14.9K Buy
+125
New +$14.3K 0.01% 145

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State Street
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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

EnRich Financial Partners's ATO Position: Q1 2025 in Review

EnRich Financial Partners sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 125 shares — an estimated $17.4K sold.

EnRich Financial Partners first reported a position in ATO in Q1 2024 and held it in 4 quarters. The position peaked at $17.4K in Q4 2024. 863 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • EnRich Financial Partners reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 125 Atmos Energy shares in Q1 2025, an estimated $17.4K.
  • EnRich Financial Partners first reported a position in Atmos Energy in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's Atmos Energy position peaked at $17.4K in Q4 2024.
  • 863 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.