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Smith Shellnut Wilson’s Atmos Energy ATO Stock Holding History

Smith Shellnut Wilson’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 		$336K Hold
1,968
– – 0.13% 103
2025
Q2 		$303K Hold
1,968
– – 0.13% 106
2025
Q1 		$304K Buy
1,968
+81
+4% +$11.8K 0.14% 108
2024
Q4 		$263K Sell
1,887
-111
-6% -$15.8K 0.12% 121
2024
Q3 		$277K Hold
1,998
– – 0.13% 116
2024
Q2 		$233K Hold
1,998
– – 0.11% 127
2024
Q1 		$238K Hold
1,998
– – 0.13% 116
2023
Q4 		$232K Sell
1,998
-851
-30% -$95.1K 0.13% 116
2023
Q3 		$302K Hold
2,849
– – 0.18% 96
2023
Q2 		$331K Sell
2,849
-25
-0.9% -$2.89K 0.19% 93
2023
Q1 		$323K Hold
2,874
– – 0.2% 89
2022
Q4 		$322K Sell
2,874
-3
-0.1% -$330 0.2% 93
2022
Q3 		$293K Buy
2,877
+157
+6% +$18K 0.19% 92
2022
Q2 		$305K Sell
2,720
-245
-8% -$28.1K 0.19% 97
2022
Q1 		$354K Sell
2,965
-16
-0.5% -$1.75K 0.19% 96
2021
Q4 		$312K Buy
2,981
+92
+3% +$8.72K 0.15% 115
2021
Q3 		$255K Buy
2,889
+47
+2% +$4.54K 0.15% 124
2021
Q2 		$273K Hold
2,842
– – 0.16% 116
2021
Q1 		$281K Buy
2,842
+171
+6% +$15.6K 0.17% 105
2020
Q4 		$255K Sell
2,671
-156
-6% -$15K 0.15% 109
2020
Q3 		$270 Hold
2,827
– – 0.1% 101
2020
Q2 		$282K Sell
2,827
-88
-3% -$8.88K 0.2% 85
2020
Q1 		$289K Buy
2,915
+84
+3% +$9.24K 0.24% 76
2019
Q4 		$317K Hold
2,831
– – 0.21% 93
2019
Q3 		$322K Sell
2,831
-326
-10% -$35.6K 0.24% 82
2019
Q2 		$333K Sell
3,157
-141
-4% -$14.4K 0.25% 73
2019
Q1 		$339K Buy
3,298
+43
+1% +$4.19K 0.27% 72
2018
Q4 		$302K Sell
3,255
-43
-1% -$4.11K 0.32% 63
2018
Q3 		$310K Buy
+3,298
New +$304K 0.28% 71
2018
Q1 		$278K Buy
+3,298
New +$269K 0.24% 74

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

Smith Shellnut Wilson's ATO Position: Q3 2025 in Review

Smith Shellnut Wilson held its Atmos Energy (ATO) position steady in Q3 2025 at 1,968 shares worth $336K. The position accounts for 0.13% of the portfolio, ranked #103.

Smith Shellnut Wilson first reported a position in ATO in Q1 2018 and has held it in 30 quarters since. The position peaked at $354K in Q1 2022. 910 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • Smith Shellnut Wilson held 1,968 shares of Atmos Energy worth $336K as of Q3 2025.
  • Smith Shellnut Wilson left its Atmos Energy share count unchanged in Q3 2025.
  • Atmos Energy made up 0.13% of Smith Shellnut Wilson's portfolio in Q3 2025, its #103 holding.
  • Smith Shellnut Wilson first reported a position in Atmos Energy in Q1 2018 and has held it in 30 quarters since.
  • Smith Shellnut Wilson's Atmos Energy position peaked at $354K in Q1 2022.
  • 910 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.