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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 – 507
2025
Q2 		$3.03M Buy
+19,656
New +$3.05M 0.08% 220
2024
Q2 		– Sell
-36,570
Closed -$4.35M – 489
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
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 $3.38T AUM 44.17% 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

Northwest & Ethical Investments's ATO Position: Q3 2025 in Review

Northwest & Ethical Investments sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 19,656 shares — an estimated $3.03M sold.

Northwest & Ethical Investments first reported a position in ATO in Q1 2017 and held it in 11 quarters. The position peaked at $7.93M in Q4 2021. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Northwest & Ethical Investments reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • Northwest & Ethical Investments sold 19,656 Atmos Energy shares in Q3 2025, an estimated $3.03M.
  • Northwest & Ethical Investments first reported a position in Atmos Energy in Q1 2017 and held it in 11 quarters.
  • Northwest & Ethical Investments's Atmos Energy position peaked at $7.93M in Q4 2021.
  • 912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Northwest & Ethical Investments's 13F filing for Q3 2025, filed 12 Nov 2025.