Neo Ivy Capital Management’s Atmos Energy ATO Stock Holding History

Neo Ivy Capital 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 Q4	–	Sell	-1,396	Closed	-$238K	–	350
2025 Q3	$238K	Buy	+1,396	New	+$225K	0.06%	287
2023 Q3	–	Sell	-3,087	Closed	-$359K	–	325
2023 Q2	$359K	Buy	+3,087	New	+$357K	0.19%	167
2022 Q4	$723K	Buy	6,450 +5,489	+571%	+$604K	0.49%	66
2022 Q3	$98K	Sell	961 -835	-46%	-$95.7K	0.26%	148
2022 Q2	$201K	Buy	+1,796	New	+$206K	0.54%	57
2021 Q4	–	Sell	-1,554	Closed	-$155K	–	435
2021 Q3	$155K	Buy	+1,554	New	+$150K	0.18%	182
2020 Q3	–	Sell	-1,554	Closed	-$155K	–	462
2020 Q2	$155K	Buy	+1,554	New	+$157K	0.18%	182
2019 Q1	–	Sell	-6,087	Closed	-$564K	–	284
2018 Q4	$564K	Buy	+6,087	New	+$582K	0.44%	88

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 $3.38T AUM 44.17% 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

Neo Ivy Capital Management's ATO Position: Q4 2025 in Review

Neo Ivy Capital Management sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 1,396 shares — an estimated $238K sold.

Neo Ivy Capital Management first reported a position in ATO in Q4 2018 and held it in 8 quarters. The position peaked at $723K in Q4 2022. 979 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

Neo Ivy Capital Management reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
Neo Ivy Capital Management sold 1,396 Atmos Energy shares in Q4 2025, an estimated $238K.
Neo Ivy Capital Management first reported a position in Atmos Energy in Q4 2018 and held it in 8 quarters.
Neo Ivy Capital Management's Atmos Energy position peaked at $723K in Q4 2022.
979 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on Neo Ivy Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.