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Ilex Capital Partners’s Atmos Energy ATO Stock Holding History

Ilex Capital 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
Q3 		– Sell
-17,215
Closed -$2.65M – 140
2025
Q2 		$2.65M Buy
+17,215
New +$2.67M 0.09% 53

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ilex Capital Partners's ATO Position: Q3 2025 in Review

Ilex Capital Partners sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 17,215 shares — an estimated $2.65M sold.

Ilex Capital Partners first reported a position in ATO in Q2 2025 and held it in 1 quarter. The position peaked at $2.65M in Q2 2025. 910 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Ilex Capital Partners reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • Ilex Capital Partners sold 17,215 Atmos Energy shares in Q3 2025, an estimated $2.65M.
  • Ilex Capital Partners first reported a position in Atmos Energy in Q2 2025 and held it in 1 quarter.
  • Ilex Capital Partners's Atmos Energy position peaked at $2.65M in Q2 2025.
  • 910 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Ilex Capital Partners's 13F filing for Q3 2025, filed 14 Nov 2025.