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New England Capital Financial Advisors’s Atmos Energy ATO Stock Holding History

New England Capital 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
Q1 		– Sell
-97
Closed -$13.6K – 400
2024
Q4 		$13.6K Hold
97
– – 0.01% 212
2024
Q3 		$13.5K Hold
97
– – 0.01% 210
2024
Q2 		$11.4K Hold
97
– – 0.01% 218
2024
Q1 		$11.6K Sell
97
-35
-27% -$4.01K 0.01% 218
2023
Q4 		$15.3K Buy
132
+1
+0.8% +$112 0.01% 201
2023
Q3 		$13.9K Hold
131
– – 0.01% 203
2023
Q2 		$15.2K Buy
131
+1
+0.8% +$116 0.01% 189
2023
Q1 		$14.6K Buy
130
+1
+0.8% +$114 0.01% 211
2022
Q4 		$14.6K Buy
+129
New +$14.2K 0.01% 222

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

New England Capital Financial Advisors's ATO Position: Q1 2025 in Review

New England Capital Financial Advisors sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 97 shares — an estimated $13.6K sold.

New England Capital Financial Advisors first reported a position in ATO in Q4 2022 and held it in 9 quarters. The position peaked at $15.3K in Q4 2023. 863 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • New England Capital Financial Advisors reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • New England Capital Financial Advisors sold 97 Atmos Energy shares in Q1 2025, an estimated $13.6K.
  • New England Capital Financial Advisors first reported a position in Atmos Energy in Q4 2022 and held it in 9 quarters.
  • New England Capital Financial Advisors's Atmos Energy position peaked at $15.3K in Q4 2023.
  • 863 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on New England Capital Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.