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Fulcrum Equity Management’s Atmos Energy ATO Stock Holding History

Fulcrum Equity Management’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
-1,393
Closed -$215K – 103
2025
Q1 		$215K Buy
+1,393
New +$203K 0.24% 90

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

Fulcrum Equity Management's ATO Position: Q2 2025 in Review

Fulcrum Equity Management sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 1,393 shares — an estimated $215K sold.

Fulcrum Equity Management first reported a position in ATO in Q1 2025 and held it in 1 quarter. The position peaked at $215K in Q1 2025. 869 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Fulcrum Equity Management reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,393 Atmos Energy shares in Q2 2025, an estimated $215K.
  • Fulcrum Equity Management first reported a position in Atmos Energy in Q1 2025 and held it in 1 quarter.
  • Fulcrum Equity Management's Atmos Energy position peaked at $215K in Q1 2025.
  • 869 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Fulcrum Equity Management's 13F filing for Q2 2025, filed 25 Aug 2025.