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NorthRock Partners’s Atmos Energy ATO Stock Holding History

NorthRock Partners’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
-1,597
Closed -$273K – 642
2025
Q3 		$273K Buy
+1,597
New +$258K ﹤0.01% 734
2020
Q1 		– Sell
-161
Closed -$18K – 210
2019
Q4 		$18K Buy
+161
New +$17.7K ﹤0.01% 279

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

NorthRock Partners's ATO Position: Q4 2025 in Review

NorthRock Partners sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 1,597 shares — an estimated $273K sold.

NorthRock Partners first reported a position in ATO in Q4 2019 and held it in 2 quarters. The position peaked at $273K in Q3 2025. 978 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • NorthRock Partners reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
  • NorthRock Partners sold 1,597 Atmos Energy shares in Q4 2025, an estimated $273K.
  • NorthRock Partners first reported a position in Atmos Energy in Q4 2019 and held it in 2 quarters.
  • NorthRock Partners's Atmos Energy position peaked at $273K in Q3 2025.
  • 978 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on NorthRock Partners's 13F filing for Q4 2025, filed 17 Feb 2026.