Slocum, Gordon & Co’s Atmos Energy ATO Stock Holding History

Slocum, Gordon & Co’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	-900	Closed	-$139K	–	60
2025 Q2	$139K	Hold	900	–	–	0.11%	66
2025 Q1	$139K	Hold	900	–	–	0.1%	62
2024 Q4	$125K	Buy	+900	New	+$128K	0.1%	64
2024 Q3	–	Sell	-500	Closed	-$58.3K	–	136
2024 Q2	$58.3K	Hold	500	–	–	0.04%	77
2024 Q1	$59.4K	Hold	500	–	–	0.04%	78
2023 Q4	$58K	Sell	500 -500	-50%	-$55.9K	0.05%	76
2023 Q3	$106K	Hold	1,000	–	–	0.09%	67
2023 Q2	$116K	Hold	1,000	–	–	0.08%	63
2023 Q1	$112K	Hold	1,000	–	–	0.09%	62
2022 Q4	$112K	Buy	+1,000	New	+$110K	0.07%	60

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Slocum, Gordon & Co's ATO Position: Q3 2025 in Review

Slocum, Gordon & Co sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 900 shares — an estimated $139K sold.

Slocum, Gordon & Co first reported a position in ATO in Q4 2022 and held it in 10 quarters. The position peaked at $139K in Q1 2025. 911 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

Slocum, Gordon & Co reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
Slocum, Gordon & Co sold 900 Atmos Energy shares in Q3 2025, an estimated $139K.
Slocum, Gordon & Co first reported a position in Atmos Energy in Q4 2022 and held it in 10 quarters.
Slocum, Gordon & Co's Atmos Energy position peaked at $139K in Q1 2025.
911 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Slocum, Gordon & Co's 13F filing for Q3 2025, filed 17 Oct 2025.