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Sherbrooke Park Advisers’s Atmos Energy ATO Stock Holding History

Sherbrooke Park Advisers’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
Q4 		– Sell
-1,680
Closed -$287K – 212
2025
Q3 		$287K Sell
1,680
-226
-12% -$36.5K 0.13% 286
2025
Q2 		$294K Sell
1,906
-8
-0.4% -$1.24K 0.13% 311
2025
Q1 		$296K Sell
1,914
-577
-23% -$84.2K 0.14% 303
2024
Q4 		$347K Buy
+2,491
New +$354K 0.11% 334

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 $427B AUM 29.17% 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 $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Sherbrooke Park Advisers's ATO Position: Q4 2025 in Review

Sherbrooke Park Advisers sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 1,680 shares — an estimated $287K sold.

Sherbrooke Park Advisers first reported a position in ATO in Q4 2024 and held it in 4 quarters. The position peaked at $347K in Q4 2024. 978 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • Sherbrooke Park Advisers reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
  • Sherbrooke Park Advisers sold 1,680 Atmos Energy shares in Q4 2025, an estimated $287K.
  • Sherbrooke Park Advisers first reported a position in Atmos Energy in Q4 2024 and held it in 4 quarters.
  • Sherbrooke Park Advisers's Atmos Energy position peaked at $347K in Q4 2024.
  • 978 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on Sherbrooke Park Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.