NAS
ATO icon

Nicolet Advisory Services’s Atmos Energy ATO Stock Holding History

Nicolet Advisory Services’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
-1,542
Closed -$240K – 418
2025
Q2 		$240K Buy
1,542
+131
+9% +$20.3K 0.02% 356
2025
Q1 		$211K Sell
1,411
-358
-20% -$52.2K 0.02% 350
2024
Q4 		$242K Buy
1,769
+297
+20% +$42.2K 0.02% 336
2024
Q3 		$205K Buy
+1,472
New +$189K 0.02% 358

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Nicolet Advisory Services's ATO Position: Q3 2025 in Review

Nicolet Advisory Services sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 1,542 shares — an estimated $240K sold.

Nicolet Advisory Services first reported a position in ATO in Q3 2024 and held it in 4 quarters. The position peaked at $242K in Q4 2024. 911 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Nicolet Advisory Services reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • Nicolet Advisory Services sold 1,542 Atmos Energy shares in Q3 2025, an estimated $240K.
  • Nicolet Advisory Services first reported a position in Atmos Energy in Q3 2024 and held it in 4 quarters.
  • Nicolet Advisory Services's Atmos Energy position peaked at $242K in Q4 2024.
  • 911 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Nicolet Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.