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LBP AM’s Atmos Energy ATO Stock Holding History

LBP AM’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
-7,884
Closed -$1.35M – 410
2025
Q3 		$1.35M Sell
7,884
-390
-5% -$63K 0.02% 319
2025
Q2 		$1.28M Sell
8,274
-932
-10% -$145K 0.02% 304
2025
Q1 		$1.42M Hold
9,206
– – 0.02% 289
2024
Q4 		$1.28M Buy
9,206
+2,429
+36% +$346K 0.02% 309
2024
Q3 		$940K Buy
+6,777
New +$871K 0.01% 302
2023
Q1 		– Sell
-4,965
Closed -$556K – 457
2022
Q4 		$556K Buy
+4,965
New +$546K 0.02% 416

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

LBP AM's ATO Position: Q4 2025 in Review

LBP AM sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 7,884 shares — an estimated $1.35M sold.

LBP AM first reported a position in ATO in Q4 2022 and held it in 6 quarters. The position peaked at $1.42M in Q1 2025. 978 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • LBP AM reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
  • LBP AM sold 7,884 Atmos Energy shares in Q4 2025, an estimated $1.35M.
  • LBP AM first reported a position in Atmos Energy in Q4 2022 and held it in 6 quarters.
  • LBP AM's Atmos Energy position peaked at $1.42M in Q1 2025.
  • 978 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on LBP AM's 13F filing for Q4 2025, filed 26 Jan 2026.