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O'Shaughnessy Asset Management’s Atmos Energy ATO Stock Holding History

O'Shaughnessy Asset Management’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
2026
Q1 		$4.38M Buy
23,727
+4,825
+26% +$853K 0.02% 574
2025
Q4 		$3.17M Buy
18,902
+1,211
+7% +$209K 0.02% 654
2025
Q3 		$3.02M Buy
17,691
+1,653
+10% +$267K 0.02% 655
2025
Q2 		$2.47M Buy
16,038
+3,593
+29% +$558K 0.02% 693
2025
Q1 		$1.92M Buy
12,445
+3,145
+34% +$459K 0.02% 702
2024
Q4 		$1.3M Buy
9,300
+1,238
+15% +$176K 0.01% 838
2024
Q3 		$1.13M Buy
8,062
+2,259
+39% +$290K 0.01% 859
2024
Q2 		$677K Buy
5,803
+1,990
+52% +$232K 0.01% 995
2024
Q1 		$453K Buy
3,813
+1,834
+93% +$210K 0.01% 1138
2023
Q4 		$229K Buy
+1,979
New +$221K ﹤0.01% 1345
2021
Q4 		– Sell
-60
Closed -$5K – 1341
2021
Q3 		$5K Hold
60
– – ﹤0.01% 2315
2021
Q2 		$6K Hold
60
– – ﹤0.01% 2096
2021
Q1 		$6K Sell
60
-17
-22% -$1.55K ﹤0.01% 1876
2020
Q4 		$7K Hold
77
– – ﹤0.01% 1603
2020
Q3 		$7K Sell
77
-61
-44% -$6.09K ﹤0.01% 1421
2020
Q2 		$14K Buy
138
+113
+452% +$11.4K ﹤0.01% 1197
2020
Q1 		$2K Sell
25
-69
-73% -$7.59K ﹤0.01% 1146
2019
Q4 		$11K Buy
+94
New +$10.3K ﹤0.01% 1273

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VPM
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
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Geode Capital Management
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return