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Rise Advisors’s Atmos Energy ATO Stock Holding History

Rise 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
Q4 		– Sell
-13
Closed -$2.22K – 211
2025
Q3 		$2.22K Buy
13
+3
+30% +$484 ﹤0.01% 1184
2025
Q2 		$1.54K Buy
10
+3
+43% +$466 ﹤0.01% 1222
2025
Q1 		$1.08K Buy
+7
New +$1.02K ﹤0.01% 1236

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rise Advisors's ATO Position: Q4 2025 in Review

Rise Advisors sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 13 shares — an estimated $2.22K sold.

Rise Advisors first reported a position in ATO in Q1 2025 and held it in 3 quarters. The position peaked at $2.22K in Q3 2025. 976 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • Rise Advisors reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 13 Atmos Energy shares in Q4 2025, an estimated $2.22K.
  • Rise Advisors first reported a position in Atmos Energy in Q1 2025 and held it in 3 quarters.
  • Rise Advisors's Atmos Energy position peaked at $2.22K in Q3 2025.
  • 976 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.