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Stephens Consulting’s Atmos Energy ATO Stock Holding History

Stephens Consulting’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
Q4 		$168 Buy
+1
New +$173 ﹤0.01% 462
2025
Q3 		– Sell
-4
Closed -$617 – 455
2025
Q2 		$617 Buy
+4
New +$621 ﹤0.01% 849

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

Stephens Consulting's ATO Position: Q4 2025 in Review

Stephens Consulting opened a new position in Atmos Energy (ATO) in Q4 2025: 1 share worth $168. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Stephens Consulting previously reported a position in ATO as recently as Q2 2025.

Stephens Consulting first reported a position in ATO in Q2 2025 and has held it in 2 quarters since. The position peaked at $617 in Q2 2025. 976 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • Stephens Consulting held 1 share of Atmos Energy worth $168 as of Q4 2025.
  • Atmos Energy was a new Stephens Consulting position in Q4 2025.
  • Atmos Energy made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #462 holding.
  • Stephens Consulting first reported a position in Atmos Energy in Q2 2025 and has held it in 2 quarters since.
  • Stephens Consulting's Atmos Energy position peaked at $617 in Q2 2025.
  • 976 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.