FORA Capital’s Atmos Energy ATO Stock Holding History

FORA Capital’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	–	Sell	-4,371	Closed	-$676K	–	509
2025 Q1	$676K	Buy	+4,371	New	+$638K	0.07%	284
2024 Q3	–	Sell	-7,966	Closed	-$929K	–	437
2024 Q2	$929K	Sell	7,966 -17,355	-69%	-$2.02M	0.11%	225
2024 Q1	$3.01M	Buy	+25,321	New	+$2.9M	0.25%	117
2023 Q4	–	Sell	-8,608	Closed	-$912K	–	433
2023 Q3	$912K	Buy	+8,608	New	+$1M	0.08%	256
2022 Q4	–	Sell	-2,837	Closed	-$289K	–	458
2022 Q3	$289K	Sell	2,837 -1,518	-35%	-$174K	0.06%	338
2022 Q2	$488K	Buy	+4,355	New	+$499K	0.1%	255
2021 Q4	–	Sell	-10,191	Closed	-$899K	–	305
2021 Q3	$899K	Buy	+10,191	New	+$985K	0.23%	132
2020 Q4	–	Sell	-972	Closed	-$93K	–	913
2020 Q3	$93K	Sell	972 -1,027	-51%	-$103K	0.06%	309
2020 Q2	$199K	Sell	1,999 -3,187	-61%	-$321K	0.07%	341
2020 Q1	$515K	Sell	5,186 -4,056	-44%	-$446K	0.11%	236
2019 Q4	$1.03M	Buy	+9,242	New	+$1.01M	0.1%	258

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

FORA Capital's ATO Position: Q2 2025 in Review

FORA Capital sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 4,371 shares — an estimated $676K sold.

FORA Capital first reported a position in ATO in Q4 2019 and held it in 11 quarters. The position peaked at $3.01M in Q1 2024. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

FORA Capital reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
FORA Capital sold 4,371 Atmos Energy shares in Q2 2025, an estimated $676K.
FORA Capital first reported a position in Atmos Energy in Q4 2019 and held it in 11 quarters.
FORA Capital's Atmos Energy position peaked at $3.01M in Q1 2024.
871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on FORA Capital's 13F filing for Q2 2025, filed 13 Aug 2025.