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Glass Jacobson Investment Advisors’s Atmos Energy ATO Stock Holding History

Glass Jacobson Investment Advisors’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
Closed -$697 – 581
2025
Q1 		$697 Hold
5
– – ﹤0.01% 805
2024
Q4 		$697 Buy
+5
New +$711 ﹤0.01% 805

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

Glass Jacobson Investment Advisors's ATO Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 5 shares — an estimated $697 sold.

Glass Jacobson Investment Advisors first reported a position in ATO in Q4 2024 and held it in 2 quarters. The position peaked at $697 in Q1 2025. 870 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Glass Jacobson Investment Advisors reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Glass Jacobson Investment Advisors sold 5 Atmos Energy shares in Q2 2025, an estimated $697.
  • Glass Jacobson Investment Advisors first reported a position in Atmos Energy in Q4 2024 and held it in 2 quarters.
  • Glass Jacobson Investment Advisors's Atmos Energy position peaked at $697 in Q1 2025.
  • 870 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.