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HHM Wealth Advisors’s Atmos Energy ATO Stock Holding History

HHM Wealth 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 -$773 – 866
2025
Q1 		$773 Hold
5
– – ﹤0.01% 858
2024
Q4 		$697 Buy
+5
New +$711 ﹤0.01% 892
2023
Q2 		– Sell
-20
Closed -$2.25K – 811
2023
Q1 		$2.25K Hold
20
– – ﹤0.01% 720
2022
Q4 		$2.24K Buy
+20
New +$2.2K ﹤0.01% 593

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $3.38T AUM 44.17% 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

HHM Wealth Advisors's ATO Position: Q2 2025 in Review

HHM Wealth Advisors sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 5 shares — an estimated $773 sold.

HHM Wealth Advisors first reported a position in ATO in Q4 2022 and held it in 4 quarters. The position peaked at $2.25K in Q1 2023. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • HHM Wealth Advisors reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 5 Atmos Energy shares in Q2 2025, an estimated $773.
  • HHM Wealth Advisors first reported a position in Atmos Energy in Q4 2022 and held it in 4 quarters.
  • HHM Wealth Advisors's Atmos Energy position peaked at $2.25K in Q1 2023.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.