Northwest & Ethical Investments’s Atmos Energy ATO Stock Holding History

Northwest & Ethical Investments’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	-19,656	Closed	-$3.03M	–	509
2025 Q2	$3.03M	Buy	+19,656	New	+$3.05M	0.08%	220
2024 Q2	–	Sell	-36,570	Closed	-$4.35M	–	490
2024 Q1	$4.35M	Buy	+36,570	New	+$4.19M	0.13%	190
2022 Q1	–	Sell	-75,658	Closed	-$7.93M	–	407
2021 Q4	$7.93M	Buy	75,658 +7,125	+10%	+$675K	0.23%	120
2021 Q3	$6.04M	Buy	68,533 +2,121	+3%	+$205K	0.2%	142
2021 Q2	$6.38M	Hold	66,412	–	–	0.21%	135
2021 Q1	$6.56M	Buy	+66,412	New	+$6.04M	0.23%	127
2018 Q2	–	Sell	-41,100	Closed	-$3.46M	–	358
2018 Q1	$3.46M	Hold	41,100	–	–	0.23%	135
2017 Q4	$3.53M	Sell	41,100 -3,700	-8%	-$325K	0.23%	135
2017 Q3	$3.76M	Buy	44,800 +1,200	+3%	+$103K	0.23%	120
2017 Q2	$3.62M	Buy	43,600 +1,100	+3%	+$90.2K	0.25%	118
2017 Q1	$3.36M	Buy	+42,500	New	+$3.26M	0.23%	119

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