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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Wellington Management Group

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

Capital International Investors

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return