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Iron Horse Wealth Management’s Atmos Energy ATO Stock Holding History

Iron Horse Wealth Management’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
-17
Closed -$2.37K – 602
2024
Q4 		$2.37K Hold
17
– – ﹤0.01% 376
2024
Q3 		$2.36K Hold
17
– – ﹤0.01% 369
2024
Q2 		$1.98K Hold
17
– – ﹤0.01% 358
2024
Q1 		$2.02K Hold
17
– – ﹤0.01% 343
2023
Q4 		$1.97K Hold
17
– – ﹤0.01% 364
2023
Q3 		$1.8K Hold
17
– – ﹤0.01% 375
2023
Q2 		$1.98K Hold
17
– – ﹤0.01% 232
2023
Q1 		$1.91K Buy
+17
New +$1.93K ﹤0.01% 269

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Iron Horse Wealth Management's ATO Position: Q1 2025 in Review

Iron Horse Wealth Management sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 17 shares — an estimated $2.37K sold.

Iron Horse Wealth Management first reported a position in ATO in Q1 2023 and held it in 8 quarters. The position peaked at $2.37K in Q4 2024. 863 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Iron Horse Wealth Management reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Iron Horse Wealth Management sold 17 Atmos Energy shares in Q1 2025, an estimated $2.37K.
  • Iron Horse Wealth Management first reported a position in Atmos Energy in Q1 2023 and held it in 8 quarters.
  • Iron Horse Wealth Management's Atmos Energy position peaked at $2.37K in Q4 2024.
  • 863 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Iron Horse Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.