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GRP
Global Retirement Partners’s
Atmos Energy
ATO
Stock Holding History
Global Retirement 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
Q4
$635K
Buy
3,786
+2,111
+126%
+$365K
0.01%
832
2025
Q3
$286K
Sell
1,675
-18
-1%
-$2.91K
0.01%
998
2025
Q2
$261K
Buy
+1,693
New
+$263K
0.01%
963
2024
Q4
$158K
Sell
1,131
-4,842
-81%
-$689K
﹤0.01%
1055
2024
Q3
$829K
Buy
5,973
+85
+1%
+$10.9K
0.03%
488
2024
Q2
$687K
Buy
5,888
+5,396
+1,097%
+$629K
0.02%
523
2024
Q1
$58.5K
Buy
492
+199
+68%
+$22.8K
﹤0.01%
1346
2023
Q4
$33.4K
Buy
293
+107
+58%
+$12K
﹤0.01%
1535
2023
Q3
$19.8K
Sell
186
-67
-26%
-$7.82K
﹤0.01%
1647
2023
Q2
$29.4K
Sell
253
-19
-7%
-$2.2K
﹤0.01%
1506
2023
Q1
$30.7K
Sell
272
-71
-21%
-$8.07K
﹤0.01%
1451
2022
Q4
$38.5K
Buy
343
+145
+73%
+$15.9K
﹤0.01%
1213
2022
Q3
$21K
Buy
198
+64
+48%
+$7.33K
﹤0.01%
1361
2022
Q2
$15K
Buy
134
+6
+5%
+$687
﹤0.01%
1460
2022
Q1
$15K
Buy
+128
New
+$14K
﹤0.01%
1451
2021
Q4
–
Sell
-100
Closed
-$9K
–
349
2021
Q3
$9K
Hold
100
–
–
﹤0.01%
1433
2021
Q2
$10K
Hold
100
–
–
﹤0.01%
1369
2021
Q1
$10K
Hold
100
–
–
﹤0.01%
1281
2020
Q4
$10K
Buy
+100
New
+$9.64K
﹤0.01%
1256
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1-Year Est. Return
Wellington Management Group
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$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Associates
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$865B AUM
30.76%
1-Year Est. Return
Aristotle Capital Management
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$47.8B AUM
13.38%
1-Year Est. Return
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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