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Orion Portfolio Solutions’s Atmos Energy ATO Stock Holding History

Orion Portfolio Solutions’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
Q1 		$1.33M Buy
8,609
+3,729
+76% +$544K 0.01% 921
2024
Q4 		$680K Buy
4,880
+728
+18% +$104K 0.01% 1233
2024
Q3 		$576K Buy
4,152
+137
+3% +$17.6K 0.01% 1286
2024
Q2 		$468K Sell
4,015
-272
-6% -$31.7K ﹤0.01% 1296
2024
Q1 		$510K Buy
4,287
+1,009
+31% +$116K 0.01% 1253
2023
Q4 		$390K Sell
3,278
-506
-13% -$56.5K ﹤0.01% 1303
2023
Q3 		$401K Sell
3,784
-335
-8% -$39.1K ﹤0.01% 1282
2023
Q2 		$479K Buy
4,119
+620
+18% +$71.8K 0.01% 1227
2023
Q1 		$393K Buy
3,499
+542
+18% +$61.6K ﹤0.01% 1236
2022
Q4 		$331K Buy
2,957
+931
+46% +$102K 0.01% 634
2022
Q3 		$206K Buy
+2,026
New +$232K 0.01% 695
2022
Q2 		– Sell
-1,994
Closed -$238K – 680
2022
Q1 		$238K Buy
+1,994
New +$218K 0.01% 632
2020
Q3 		– Sell
-965
Closed -$96K – 546
2020
Q2 		$96K Sell
965
-49
-5% -$4.94K 0.01% 553
2020
Q1 		$101K Sell
1,014
-98
-9% -$10.8K 0.01% 439
2019
Q4 		$124K Buy
+1,112
New +$122K 0.01% 378

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Orion Portfolio Solutions's ATO Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Atmos Energy (ATO) stake by 76% in Q1 2025, buying an estimated $544K and bringing the position to 8,609 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #921.

Orion Portfolio Solutions first reported a position in ATO in Q4 2019 and has held it in 15 quarters since. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Orion Portfolio Solutions held 8,609 shares of Atmos Energy worth $1.33M as of Q1 2025.
  • Orion Portfolio Solutions bought 3,729 Atmos Energy shares in Q1 2025, an estimated $544K.
  • Atmos Energy made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #921 holding.
  • Orion Portfolio Solutions first reported a position in Atmos Energy in Q4 2019 and has held it in 15 quarters since.
  • 862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.