SC&H Financial Advisors’s Atmos Energy ATO Stock Holding History

SC&H Financial 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
2026 Q1	$269K	Hold	1,455	–	–	0.04%	132
2025 Q4	$244K	Sell	1,455 -1,369	-48%	-$237K	0.04%	141
2025 Q3	$482K	Hold	2,824	–	–	0.08%	92
2025 Q2	$435K	Hold	2,824	–	–	0.07%	95
2025 Q1	$437K	Hold	2,824	–	–	0.09%	95
2024 Q4	$393K	Hold	2,824	–	–	0.08%	99
2024 Q3	$392K	Hold	2,824	–	–	0.09%	104
2024 Q2	$329K	Hold	2,824	–	–	0.08%	108
2024 Q1	$336K	Sell	2,824 -698	-20%	-$80.1K	0.09%	106
2023 Q4	$408K	Hold	3,522	–	–	0.12%	97
2023 Q3	$373K	Hold	3,522	–	–	0.12%	102
2023 Q2	$410K	Hold	3,522	–	–	0.14%	100
2023 Q1	$396K	Buy	3,522 +698	+25%	+$79.4K	0.14%	97
2022 Q4	$316K	Hold	2,824	–	–	0.13%	105
2022 Q3	$288K	Sell	2,824 -1,094	-28%	-$125K	0.14%	105
2022 Q2	$439K	Buy	3,918 +1,814	+86%	+$208K	0.2%	89
2022 Q1	$251K	Hold	2,104	–	–	0.12%	133
2021 Q4	$220K	Buy	+2,104	New	+$199K	0.12%	145

Other funds holding ATO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return