Semmax Financial Advisors’s Atmos Energy ATO Stock Holding History

Semmax 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
2025 Q2	$25.3K	Hold	154	–	–	0.01%	211
2025 Q1	$24.6K	Hold	154	–	–	0.01%	191
2024 Q4	$22.8K	Hold	154	–	–	0.01%	185
2024 Q3	$22.6K	Hold	154	–	–	0.01%	178
2024 Q2	$19.8K	Hold	154	–	–	0.01%	195
2024 Q1	$17.9K	Hold	154	–	–	0.01%	180
2023 Q4	$17.2K	Hold	154	–	–	0.01%	191
2023 Q3	$17.1K	Buy	+154	New	+$18K	0.01%	170
2022 Q4	$18K	Hold	154	–	–	0.01%	154
2022 Q3	$16K	Hold	154	–	–	0.01%	151
2022 Q2	$18K	Hold	154	–	–	0.01%	150
2022 Q1	$18K	Hold	154	–	–	0.01%	164
2021 Q4	$16K	Hold	154	–	–	0.01%	165
2021 Q3	$14K	Hold	154	–	–	﹤0.01%	163
2021 Q2	$15K	Hold	154	–	–	﹤0.01%	163
2021 Q1	$15K	Hold	154	–	–	0.01%	176
2020 Q4	$15K	Hold	154	–	–	0.01%	151
2020 Q3	$15K	Hold	154	–	–	0.01%	142
2020 Q2	$15K	Hold	154	–	–	0.01%	145
2020 Q1	$15K	Hold	154	–	–	0.01%	141
2019 Q4	$17K	Hold	154	–	–	0.01%	147
2019 Q3	$18K	Hold	154	–	–	0.01%	147
2019 Q2	$16K	Hold	154	–	–	0.01%	157
2019 Q1	$16K	Hold	154	–	–	0.01%	281
2018 Q4	$14K	Buy	+154	New	+$14.7K	0.01%	294

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Semmax Financial Advisors's ATO Position: Q2 2025 in Review

Semmax Financial Advisors held its Atmos Energy (ATO) position steady in Q2 2025 at 154 shares worth $25.3K. The position accounts for 0.01% of the portfolio, ranked #211.

Semmax Financial Advisors first reported a position in ATO in Q4 2018 and has held it in 25 quarters since. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

Semmax Financial Advisors held 154 shares of Atmos Energy worth $25.3K as of Q2 2025.
Semmax Financial Advisors left its Atmos Energy share count unchanged in Q2 2025.
Atmos Energy made up 0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #211 holding.
Semmax Financial Advisors first reported a position in Atmos Energy in Q4 2018 and has held it in 25 quarters since.
871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.