NovaPoint Capital’s Atmos Energy ATO Stock Holding History

NovaPoint Capital’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	-7,057	Closed	-$1.21M	–	84
2025 Q3	$1.21M	Buy	+7,057	New	+$1.14M	0.29%	72
2025 Q2	–	Sell	-5,997	Closed	-$927K	–	82
2025 Q1	$927K	Buy	+5,997	New	+$875K	0.29%	74
2024 Q4	–	Sell	-5,611	Closed	-$778K	–	130
2024 Q3	$778K	Buy	5,611 +529	+10%	+$68K	0.24%	79
2024 Q2	$593K	Buy	5,082 +354	+7%	+$41.3K	0.2%	81
2024 Q1	$562K	Sell	4,728 -1,493	-24%	-$171K	0.2%	81
2023 Q4	$721K	Sell	6,221 -1,334	-18%	-$149K	0.27%	74
2023 Q3	$800K	Sell	7,555 -480	-6%	-$56K	0.32%	74
2023 Q2	$935K	Buy	8,035 +50	+0.6%	+$5.79K	0.35%	71
2023 Q1	$897K	Buy	7,985 +1,567	+24%	+$178K	0.37%	71
2022 Q4	$719K	Buy	6,418 +466	+8%	+$51.3K	0.31%	72
2022 Q3	$606K	Buy	5,952 +860	+17%	+$98.5K	0.28%	78
2022 Q2	$571K	Buy	5,092 +2,964	+139%	+$340K	0.25%	83
2022 Q1	$254K	Sell	2,128 -12	-0.6%	-$1.31K	0.09%	120
2021 Q4	$224K	Buy	+2,140	New	+$203K	0.08%	132

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