SWM
ATO icon

Scissortail Wealth Management’s Atmos Energy ATO Stock Holding History

Scissortail Wealth Management’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 		$329K Hold
1,780
– – 0.07% 94
2025
Q4 		$298K Hold
1,780
– – 0.07% 91
2025
Q3 		$304K Sell
1,780
-4
-0.2% -$646 0.07% 92
2025
Q2 		$275K Buy
1,784
+4
+0.2% +$621 0.07% 95
2025
Q1 		$275K Hold
1,780
– – 0.07% 91
2024
Q4 		$248K Buy
1,780
+1,779
+177,900% +$253K 0.06% 108
2024
Q3 		$247K Sell
1
-1,779
-100% -$229K 0.06% 112
2024
Q2 		$208K Hold
1,780
– – 0.05% 120
2024
Q1 		$212K Hold
1,780
– – 0.06% 108
2023
Q4 		$203K Buy
+1,780
New +$199K 0.06% 147
2023
Q3 		– Sell
-1,780
Closed -$216K – 47
2023
Q2 		$216K Hold
1,780
– – 0.18% 38
2023
Q1 		$200K Buy
+1,780
New +$202K 0.18% 45
2022
Q2 		– Sell
-1,780
Closed -$210K – 124
2022
Q1 		$210K Buy
+1,780
New +$194K 0.1% 84

Other funds holding ATO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
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