LGT Financial Advisors’s Atmos Energy ATO Stock Holding History

LGT 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	-1	Closed	-$154	–	407
2025 Q2	$154	Buy	+1	New	+$155	﹤0.01%	557

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

LGT Financial Advisors sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 1 share — an estimated $154 sold.

LGT Financial Advisors first reported a position in ATO in Q2 2025 and held it in 1 quarter. The position peaked at $154 in Q2 2025. 910 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

LGT Financial Advisors reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
LGT Financial Advisors sold 1 Atmos Energy share in Q3 2025, an estimated $154.
LGT Financial Advisors first reported a position in Atmos Energy in Q2 2025 and held it in 1 quarter.
LGT Financial Advisors's Atmos Energy position peaked at $154 in Q2 2025.
910 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on LGT Financial Advisors's 13F filing for Q3 2025, filed 17 Nov 2025.