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SteelPeak Wealth’s Atmos Energy ATO Stock Holding History

SteelPeak Wealth’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
Q2 		– Sell
-15,081
Closed -$2.33M – 577
2025
Q1 		$2.33M Buy
15,081
+4,418
+41% +$644K 0.1% 165
2024
Q4 		$1.49M Sell
10,663
-5,853
-35% -$833K 0.06% 205
2024
Q3 		$2.29M Sell
16,516
-125
-0.8% -$16.1K 0.1% 156
2024
Q2 		$1.94M Sell
16,641
-173
-1% -$20.2K 0.09% 169
2024
Q1 		$2M Buy
16,814
+8,367
+99% +$960K 0.1% 166
2023
Q4 		$979K Sell
8,447
-6,400
-43% -$715K 0.06% 210
2023
Q3 		$1.57M Sell
14,847
-1,155
-7% -$135K 0.1% 151
2023
Q2 		$1.86M Buy
16,002
+187
+1% +$21.6K 0.11% 125
2023
Q1 		$1.78M Buy
15,815
+14,015
+779% +$1.59M 0.12% 124
2022
Q4 		$202K Sell
1,800
-8,572
-83% -$943K 0.01% 371
2022
Q3 		$1.06M Buy
+10,372
New +$1.19M 0.08% 162
2022
Q2 		– Sell
-7,000
Closed -$836K – 407
2022
Q1 		$836K Sell
7,000
-7,820
-53% -$854K 0.05% 205
2021
Q4 		$1.55M Buy
+14,820
New +$1.4M 0.09% 135

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SteelPeak Wealth's ATO Position: Q2 2025 in Review

SteelPeak Wealth sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 15,081 shares — an estimated $2.33M sold.

SteelPeak Wealth first reported a position in ATO in Q4 2021 and held it in 13 quarters. The position peaked at $2.33M in Q1 2025. 871 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • SteelPeak Wealth reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 15,081 Atmos Energy shares in Q2 2025, an estimated $2.33M.
  • SteelPeak Wealth first reported a position in Atmos Energy in Q4 2021 and held it in 13 quarters.
  • SteelPeak Wealth's Atmos Energy position peaked at $2.33M in Q1 2025.
  • 871 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.