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InceptionR’s Atmos Energy ATO Stock Holding History

InceptionR’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
Q4 		– Sell
-2,049
Closed -$350K – 600
2025
Q3 		$350K Sell
2,049
-2,074
-50% -$335K 0.08% 420
2025
Q2 		$635K Buy
4,123
+1,597
+63% +$248K 0.15% 254
2025
Q1 		$390K Buy
+2,526
New +$368K 0.12% 327
2024
Q1 		– Sell
-7,522
Closed -$872K – 581
2023
Q4 		$872K Buy
+7,522
New +$841K 0.62% 13
2023
Q3 		– Sell
-3,688
Closed -$429K – 396
2023
Q2 		$429K Buy
+3,688
New +$427K 0.23% 178
2023
Q1 		– Sell
-4,585
Closed -$514K – 431
2022
Q4 		$514K Buy
+4,585
New +$504K 0.27% 155

Other funds holding ATO

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

InceptionR's ATO Position: Q4 2025 in Review

InceptionR sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 2,049 shares — an estimated $350K sold.

InceptionR first reported a position in ATO in Q4 2022 and held it in 6 quarters. The position peaked at $872K in Q4 2023. 976 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • InceptionR reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
  • InceptionR sold 2,049 Atmos Energy shares in Q4 2025, an estimated $350K.
  • InceptionR first reported a position in Atmos Energy in Q4 2022 and held it in 6 quarters.
  • InceptionR's Atmos Energy position peaked at $872K in Q4 2023.
  • 976 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on InceptionR's 13F filing for Q4 2025, filed 11 Feb 2026.