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Sage Mountain Advisors’s Atmos Energy ATO Stock Holding History

Sage Mountain 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
Q2 		– Sell
-1,984
Closed -$307K – 499
2025
Q1 		$307K Sell
1,984
-308
-13% -$44.9K 0.02% 302
2024
Q4 		$319K Sell
2,292
-659
-22% -$93.7K 0.02% 279
2024
Q3 		$409K Buy
+2,951
New +$379K 0.03% 236

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Sage Mountain Advisors's ATO Position: Q2 2025 in Review

Sage Mountain Advisors sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 1,984 shares — an estimated $307K sold.

Sage Mountain Advisors first reported a position in ATO in Q3 2024 and held it in 3 quarters. The position peaked at $409K in Q3 2024. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Sage Mountain Advisors reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Sage Mountain Advisors sold 1,984 Atmos Energy shares in Q2 2025, an estimated $307K.
  • Sage Mountain Advisors first reported a position in Atmos Energy in Q3 2024 and held it in 3 quarters.
  • Sage Mountain Advisors's Atmos Energy position peaked at $409K in Q3 2024.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Sage Mountain Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.