R Squared’s Atmos Energy ATO Stock Holding History

R Squared’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 Q3	–	Sell	-2,387	Closed	-$368K	–	557
2025 Q2	$368K	Buy	+2,387	New	+$371K	0.2%	162

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

R Squared's ATO Position: Q3 2025 in Review

R Squared sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 2,387 shares — an estimated $368K sold.

R Squared first reported a position in ATO in Q2 2025 and held it in 1 quarter. The position peaked at $368K in Q2 2025. 910 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

R Squared reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
R Squared sold 2,387 Atmos Energy shares in Q3 2025, an estimated $368K.
R Squared first reported a position in Atmos Energy in Q2 2025 and held it in 1 quarter.
R Squared's Atmos Energy position peaked at $368K in Q2 2025.
910 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on R Squared's 13F filing for Q3 2025, filed 12 Nov 2025.