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McDonald Partners’s Atmos Energy ATO Stock Holding History

McDonald Partners’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
-2,831
Closed -$439K – 224
2025
Q2 		$439K Sell
2,831
-20
-0.7% -$3.11K 0.11% 181
2025
Q1 		$443K Buy
2,851
+28
+1% +$4.08K 0.12% 174
2024
Q4 		$393K Sell
2,823
-7
-0.2% -$996 0.1% 179
2024
Q3 		$393K Sell
2,830
-4
-0.1% -$514 0.1% 180
2024
Q2 		$331K Sell
2,834
-60
-2% -$6.99K 0.09% 196
2024
Q1 		$344K Buy
2,894
+125
+5% +$14.3K 0.09% 193
2023
Q4 		$321K Buy
2,769
+16
+0.6% +$1.79K 0.1% 191
2023
Q3 		$292K Buy
2,753
+14
+0.5% +$1.63K 0.09% 191
2023
Q2 		$319K Buy
2,739
+14
+0.5% +$1.62K 0.1% 195
2023
Q1 		$306K Buy
2,725
+190
+7% +$21.6K 0.1% 194
2022
Q4 		$284K Buy
2,535
+97
+4% +$10.7K 0.1% 189
2022
Q3 		$248K Buy
2,438
+323
+15% +$37K 0.09% 191
2022
Q2 		$237K Buy
2,115
+59
+3% +$6.76K 0.06% 262
2022
Q1 		$246K Buy
+2,056
New +$225K 0.05% 277

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

McDonald Partners's ATO Position: Q3 2025 in Review

McDonald Partners sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 2,831 shares — an estimated $439K sold.

McDonald Partners first reported a position in ATO in Q1 2022 and held it in 14 quarters. The position peaked at $443K in Q1 2025. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • McDonald Partners reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • McDonald Partners sold 2,831 Atmos Energy shares in Q3 2025, an estimated $439K.
  • McDonald Partners first reported a position in Atmos Energy in Q1 2022 and held it in 14 quarters.
  • McDonald Partners's Atmos Energy position peaked at $443K in Q1 2025.
  • 912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on McDonald Partners's 13F filing for Q3 2025, filed 12 Nov 2025.