GWN Securities’s Atmos Energy ATO Stock Holding History

GWN Securities’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 Q1	–	Sell	-1,524	Closed	-$213K	–	697
2024 Q4	$213K	Buy	+1,524	New	+$217K	0.06%	321

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

GWN Securities's ATO Position: Q1 2025 in Review

GWN Securities sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 1,524 shares — an estimated $213K sold.

GWN Securities first reported a position in ATO in Q4 2024 and held it in 1 quarter. The position peaked at $213K in Q4 2024. 863 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

GWN Securities reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
GWN Securities sold 1,524 Atmos Energy shares in Q1 2025, an estimated $213K.
GWN Securities first reported a position in Atmos Energy in Q4 2024 and held it in 1 quarter.
GWN Securities's Atmos Energy position peaked at $213K in Q4 2024.
863 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on GWN Securities's 13F filing for Q1 2025, filed 15 May 2025.