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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Atmos Energy ATO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q4 		– Sell
-91
Closed -$15.6K – 543
2025
Q3 		$15.6K Buy
+91
New +$14.7K ﹤0.01% 372

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s ATO Position: Q4 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 91 shares — an estimated $15.6K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in ATO in Q3 2025 and held it in 1 quarter. The position peaked at $15.6K in Q3 2025. 978 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 91 Atmos Energy shares in Q4 2025, an estimated $15.6K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Atmos Energy in Q3 2025 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Atmos Energy position peaked at $15.6K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2025, filed 7 Aug 2026.