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Stonebridge Financial Group (Pennsylvania)’s Atmos Energy ATO Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
-1
Closed -$155 – 283
2025
Q1 		$155 Buy
+1
New +$146 ﹤0.01% 951

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

Stonebridge Financial Group (Pennsylvania)'s ATO Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 1 share — an estimated $155 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in ATO in Q1 2025 and held it in 1 quarter. The position peaked at $155 in Q1 2025. 869 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 1 Atmos Energy share in Q2 2025, an estimated $155.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Atmos Energy in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Atmos Energy position peaked at $155 in Q1 2025.
  • 869 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.