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Signature Wealth Management Group’s Atmos Energy ATO Stock Holding History

Signature Wealth Management Group’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
-1,340
Closed -$207K – 115
2025
Q2 		$207K Buy
+1,340
New +$208K 0.08% 115

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Signature Wealth Management Group's ATO Position: Q3 2025 in Review

Signature Wealth Management Group sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 1,340 shares — an estimated $207K sold.

Signature Wealth Management Group first reported a position in ATO in Q2 2025 and held it in 1 quarter. The position peaked at $207K in Q2 2025. 910 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Signature Wealth Management Group reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • Signature Wealth Management Group sold 1,340 Atmos Energy shares in Q3 2025, an estimated $207K.
  • Signature Wealth Management Group first reported a position in Atmos Energy in Q2 2025 and held it in 1 quarter.
  • Signature Wealth Management Group's Atmos Energy position peaked at $207K in Q2 2025.
  • 910 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Signature Wealth Management Group's 13F filing for Q3 2025, filed 29 Oct 2025.