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 $5.7T AUM 30.48% 1-Year Est. Return

Capital International Investors

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

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

T. Rowe Price Associates

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

Aristotle Capital Management

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

Geode Capital Management

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

Bank of America

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return