Ground Swell Capital’s Atmos Energy ATO Stock Holding History

Ground Swell Capital’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	–	Sell	-1,704	Closed	-$263K	–	142
2025 Q2	$263K	Buy	+1,704	New	+$265K	0.42%	35

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $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 $1.02T AUM 30.18% 1-Year Est. Return

Ground Swell Capital's ATO Position: Q3 2025 in Review

Ground Swell Capital sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 1,704 shares — an estimated $263K sold.

Ground Swell Capital first reported a position in ATO in Q2 2025 and held it in 1 quarter. The position peaked at $263K in Q2 2025. 910 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

Ground Swell Capital reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
Ground Swell Capital sold 1,704 Atmos Energy shares in Q3 2025, an estimated $263K.
Ground Swell Capital first reported a position in Atmos Energy in Q2 2025 and held it in 1 quarter.
Ground Swell Capital's Atmos Energy position peaked at $263K in Q2 2025.
910 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Ground Swell Capital's 13F filing for Q3 2025, filed 6 Nov 2025.