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 $5.7T 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 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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return