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Petrus Trust Company’s Atmos Energy ATO Stock Holding History

Petrus Trust Company’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 		– Sell
-3,438
Closed -$479K – 593
2024
Q4 		$479K Hold
3,438
– – 0.05% 234
2024
Q3 		$477K Sell
3,438
-1,791
-34% -$230K 0.05% 247
2024
Q2 		$610K Buy
+5,229
New +$609K 0.06% 153
2023
Q2 		– Sell
-4,871
Closed -$547K – 583
2023
Q1 		$547K Buy
+4,871
New +$554K 0.07% 68

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Petrus Trust Company's ATO Position: Q1 2025 in Review

Petrus Trust Company sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 3,438 shares — an estimated $479K sold.

Petrus Trust Company first reported a position in ATO in Q1 2023 and held it in 4 quarters. The position peaked at $610K in Q2 2024. 863 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Petrus Trust Company reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 3,438 Atmos Energy shares in Q1 2025, an estimated $479K.
  • Petrus Trust Company first reported a position in Atmos Energy in Q1 2023 and held it in 4 quarters.
  • Petrus Trust Company's Atmos Energy position peaked at $610K in Q2 2024.
  • 863 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.