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Financial Partners Group (Tennessee)’s Atmos Energy ATO Stock Holding History

Financial Partners Group (Tennessee)’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
Q2 		$236K Sell
1,534
-143
-9% -$22.2K 0.09% 82
2025
Q1 		$259K Sell
1,677
-996
-37% -$145K 0.11% 77
2024
Q4 		$372K Buy
2,673
+2
+0.1% +$284 0.15% 72
2024
Q3 		$370K Sell
2,671
-588
-18% -$75.5K 0.14% 77
2024
Q2 		$380K Buy
3,259
+14
+0.4% +$1.63K 0.15% 74
2024
Q1 		$386K Buy
3,245
+1,003
+45% +$115K 0.15% 76
2023
Q4 		$260K Sell
2,242
-183
-8% -$20.4K 0.12% 77
2023
Q3 		$257K Buy
2,425
+14
+0.6% +$1.63K 0.12% 76
2023
Q2 		$281K Sell
2,411
-142
-6% -$16.4K 0.14% 71
2023
Q1 		$287K Buy
2,553
+544
+27% +$61.9K 0.15% 67
2022
Q4 		$225K Buy
+2,009
New +$221K 0.13% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Financial Partners Group (Tennessee)'s ATO Position: Q2 2025 in Review

Financial Partners Group (Tennessee) reduced its Atmos Energy (ATO) stake by 8.5% in Q2 2025, selling an estimated $22.2K and leaving 1,534 shares worth $236K. The position accounts for 0.09% of the portfolio, ranked #82.

Financial Partners Group (Tennessee) first reported a position in ATO in Q4 2022 and has held it in 11 quarters since. The position peaked at $386K in Q1 2024. 870 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Financial Partners Group (Tennessee) held 1,534 shares of Atmos Energy worth $236K as of Q2 2025.
  • Financial Partners Group (Tennessee) sold 143 Atmos Energy shares in Q2 2025, an estimated $22.2K.
  • Atmos Energy made up 0.09% of Financial Partners Group (Tennessee)'s portfolio in Q2 2025, its #82 holding.
  • Financial Partners Group (Tennessee) first reported a position in Atmos Energy in Q4 2022 and has held it in 11 quarters since.
  • Financial Partners Group (Tennessee)'s Atmos Energy position peaked at $386K in Q1 2024.
  • 870 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2025, filed 17 Jul 2025.