Sierra Ocean’s Atmos Energy ATO Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-21	Closed	-$3.24K	–	124
2025 Q2	$3.24K	Hold	21	–	–	﹤0.01%	666
2025 Q1	$3.25K	Hold	21	–	–	﹤0.01%	676
2024 Q4	$2.93K	Buy	+21	New	+$2.99K	﹤0.01%	696

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Sierra Ocean's ATO Position: Q3 2025 in Review

Sierra Ocean sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 21 shares — an estimated $3.24K sold.

Sierra Ocean first reported a position in ATO in Q4 2024 and held it in 3 quarters. The position peaked at $3.25K in Q1 2025. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

Sierra Ocean reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 21 Atmos Energy shares in Q3 2025, an estimated $3.24K.
Sierra Ocean first reported a position in Atmos Energy in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Atmos Energy position peaked at $3.25K in Q1 2025.
912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.