PSI Advisors’s Atmos Energy ATO Stock Holding History

PSI Advisors’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	-191	Closed	-$26.6K	–	762
2024 Q4	$26.6K	Hold	191	–	–	0.01%	369
2024 Q3	$26.5K	Hold	191	–	–	0.01%	371
2024 Q2	$22.3K	Hold	191	–	–	0.01%	385
2024 Q1	$22.7K	Hold	191	–	–	0.01%	374
2023 Q4	$22.1K	Hold	191	–	–	0.01%	393
2023 Q3	$20.2K	Hold	191	–	–	0.01%	386
2023 Q2	$22.2K	Hold	191	–	–	0.01%	376
2023 Q1	$21.5K	Sell	191 -400	-68%	-$45.5K	0.01%	327
2022 Q4	$66.2K	Hold	591	–	–	0.04%	189
2022 Q3	$60K	Sell	591 -135	-19%	-$15.5K	0.03%	202
2022 Q2	$81K	Hold	726	–	–	0.04%	191
2022 Q1	$87K	Hold	726	–	–	0.04%	210
2021 Q4	$76K	Hold	726	–	–	0.03%	232
2021 Q3	$64K	Buy	+726	New	+$70.2K	0.03%	253
2020 Q1	–	Sell	-726	Closed	-$81K	–	142
2019 Q4	$81K	Buy	+726	New	+$79.6K	0.05%	212

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PSI Advisors's ATO Position: Q1 2025 in Review

PSI Advisors sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 191 shares — an estimated $26.6K sold.

PSI Advisors first reported a position in ATO in Q4 2019 and held it in 15 quarters. The position peaked at $87K in Q1 2022. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

PSI Advisors reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
PSI Advisors sold 191 Atmos Energy shares in Q1 2025, an estimated $26.6K.
PSI Advisors first reported a position in Atmos Energy in Q4 2019 and held it in 15 quarters.
PSI Advisors's Atmos Energy position peaked at $87K in Q1 2022.
862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on PSI Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.