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Gries Financial’s Atmos Energy ATO Stock Holding History

Gries Financial’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
Q3 		$1.68M Buy
9,836
+927
+10% +$150K 0.27% 83
2025
Q2 		$1.37M Sell
8,909
-582
-6% -$90.4K 0.25% 100
2025
Q1 		$1.47M Sell
9,491
-188
-2% -$27.4K 0.28% 86
2024
Q4 		$1.35M Sell
9,679
-441
-4% -$62.7K 0.24% 102
2024
Q3 		$1.4M Sell
10,120
-2,480
-20% -$319K 0.26% 95
2024
Q2 		$1.47M Buy
12,600
+391
+3% +$45.6K 0.3% 87
2024
Q1 		$1.45M Buy
12,209
+142
+1% +$16.3K 0.24% 106
2023
Q4 		$1.4M Buy
+12,067
New +$1.35M 0.31% 85

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Gries Financial's ATO Position: Q3 2025 in Review

Gries Financial increased its Atmos Energy (ATO) stake by 10% in Q3 2025, buying an estimated $150K and bringing the position to 9,836 shares worth $1.68M. The position accounts for 0.27% of the portfolio, ranked #83.

Gries Financial first reported a position in ATO in Q4 2023 and has held it in 8 quarters since. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Gries Financial held 9,836 shares of Atmos Energy worth $1.68M as of Q3 2025.
  • Gries Financial bought 927 Atmos Energy shares in Q3 2025, an estimated $150K.
  • Atmos Energy made up 0.27% of Gries Financial's portfolio in Q3 2025, its #83 holding.
  • Gries Financial first reported a position in Atmos Energy in Q4 2023 and has held it in 8 quarters since.
  • 912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.