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S.A. Mason’s Atmos Energy ATO Stock Holding History

S.A. Mason’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
-545
Closed -$84K – 263
2025
Q2 		$84K Buy
545
+2
+0.4% +$311 0.04% 255
2025
Q1 		$83.9K Buy
+543
New +$79.2K 0.04% 246
2020
Q2 		– Sell
-300
Closed -$30K – 289
2020
Q1 		$30K Hold
300
– – 0.04% 239
2019
Q4 		$34K Buy
+300
New +$32.9K 0.03% 262

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

S.A. Mason's ATO Position: Q3 2025 in Review

S.A. Mason sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 545 shares — an estimated $84K sold.

S.A. Mason first reported a position in ATO in Q4 2019 and held it in 4 quarters. The position peaked at $84K in Q2 2025. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • S.A. Mason reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • S.A. Mason sold 545 Atmos Energy shares in Q3 2025, an estimated $84K.
  • S.A. Mason first reported a position in Atmos Energy in Q4 2019 and held it in 4 quarters.
  • S.A. Mason's Atmos Energy position peaked at $84K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on S.A. Mason's 13F filing for Q3 2025, filed 14 Oct 2025.