Legend Financial Advisors’s Atmos Energy ATO Stock Holding History

Legend Financial 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 Q3	–	Sell	-38	Closed	-$5.86K	–	44
2025 Q2	$5.86K	Buy	+38	New	+$5.9K	﹤0.01%	135
2025 Q1	–	Sell	-38	Closed	-$5.29K	–	52
2024 Q4	$5.29K	Hold	38	–	–	﹤0.01%	153
2024 Q3	$5.27K	Hold	38	–	–	﹤0.01%	125
2024 Q2	$4.43K	Hold	38	–	–	﹤0.01%	196
2024 Q1	$4.52K	Hold	38	–	–	﹤0.01%	160
2023 Q4	$4.4K	Hold	38	–	–	﹤0.01%	156
2023 Q3	$4.03K	Hold	38	–	–	﹤0.01%	168
2023 Q2	$4.42K	Hold	38	–	–	﹤0.01%	182
2023 Q1	$4.27K	Hold	38	–	–	﹤0.01%	191
2022 Q4	$4.26K	Hold	38	–	–	﹤0.01%	204
2022 Q3	$3.87K	Buy	+38	New	+$4.35K	﹤0.01%	190

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legend Financial Advisors's ATO Position: Q3 2025 in Review

Legend Financial Advisors sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 38 shares — an estimated $5.86K sold.

Legend Financial Advisors first reported a position in ATO in Q3 2022 and held it in 11 quarters. The position peaked at $5.86K in Q2 2025. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

Legend Financial Advisors reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
Legend Financial Advisors sold 38 Atmos Energy shares in Q3 2025, an estimated $5.86K.
Legend Financial Advisors first reported a position in Atmos Energy in Q3 2022 and held it in 11 quarters.
Legend Financial Advisors's Atmos Energy position peaked at $5.86K in Q2 2025.
912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.