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FFT Wealth Management’s Atmos Energy ATO Stock Holding History

FFT 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
Q1 		– Sell
-2,487
Closed -$346K – 114
2024
Q4 		$346K Sell
2,487
-21
-0.8% -$2.99K 0.03% 126
2024
Q3 		$348K Hold
2,508
– – 0.03% 119
2024
Q2 		$293K Buy
2,508
+7
+0.3% +$816 0.03% 121
2024
Q1 		$297K Buy
2,501
+298
+14% +$34.2K 0.03% 122
2023
Q4 		$255K Buy
2,203
+145
+7% +$16.2K 0.02% 109
2023
Q3 		$218K Hold
2,058
– – 0.03% 93
2023
Q2 		$239K Sell
2,058
-42
-2% -$4.86K 0.03% 97
2023
Q1 		$236K Buy
2,100
+40
+2% +$4.55K 0.03% 94
2022
Q4 		$231K Hold
2,060
– – 0.03% 89
2022
Q3 		$210K Buy
+2,060
New +$236K 0.03% 85

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

FFT Wealth Management's ATO Position: Q1 2025 in Review

FFT Wealth Management sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 2,487 shares — an estimated $346K sold.

FFT Wealth Management first reported a position in ATO in Q3 2022 and held it in 10 quarters. The position peaked at $348K in Q3 2024. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • FFT Wealth Management reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 2,487 Atmos Energy shares in Q1 2025, an estimated $346K.
  • FFT Wealth Management first reported a position in Atmos Energy in Q3 2022 and held it in 10 quarters.
  • FFT Wealth Management's Atmos Energy position peaked at $348K in Q3 2024.
  • 862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.