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Newbridge Financial Services Group’s Atmos Energy ATO Stock Holding History

Newbridge Financial Services Group’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
Q2 		– Sell
-22
Closed -$3.44K – 1322
2025
Q1 		$3.44K Hold
22
– – ﹤0.01% 840
2024
Q4 		$3.08K Buy
+22
New +$3.13K ﹤0.01% 922
2023
Q4 		– Sell
-69
Closed -$7.31K – 1155
2023
Q3 		$7.31K Hold
69
– – ﹤0.01% 884
2023
Q2 		$8.03K Buy
+69
New +$7.99K ﹤0.01% 932

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Newbridge Financial Services Group's ATO Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 22 shares — an estimated $3.44K sold.

Newbridge Financial Services Group first reported a position in ATO in Q2 2023 and held it in 4 quarters. The position peaked at $8.03K in Q2 2023. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 22 Atmos Energy shares in Q2 2025, an estimated $3.44K.
  • Newbridge Financial Services Group first reported a position in Atmos Energy in Q2 2023 and held it in 4 quarters.
  • Newbridge Financial Services Group's Atmos Energy position peaked at $8.03K in Q2 2023.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.