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Freestone Grove Partners’s Atmos Energy ATO Stock Holding History

Freestone Grove Partners’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
-5,310
Closed -$821K – 667
2025
Q1 		$821K Buy
5,310
+2,733
+106% +$399K 0.01% 362
2024
Q4 		$359K Buy
+2,577
New +$367K ﹤0.01% 438

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Freestone Grove Partners's ATO Position: Q2 2025 in Review

Freestone Grove Partners sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 5,310 shares — an estimated $821K sold.

Freestone Grove Partners first reported a position in ATO in Q4 2024 and held it in 2 quarters. The position peaked at $821K in Q1 2025. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Freestone Grove Partners reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 5,310 Atmos Energy shares in Q2 2025, an estimated $821K.
  • Freestone Grove Partners first reported a position in Atmos Energy in Q4 2024 and held it in 2 quarters.
  • Freestone Grove Partners's Atmos Energy position peaked at $821K in Q1 2025.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Freestone Grove Partners's 13F filing for Q2 2025, filed 14 Aug 2025.