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Strategic Wealth Partners’s Atmos Energy ATO Stock Holding History

Strategic Wealth Partners’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 		– Sell
-38
Closed -$6.49K – 1465
2025
Q3 		$6.49K Buy
+38
New +$6.13K ﹤0.01% 993
2018
Q2 		– Sell
-125
Closed -$11K – 748
2018
Q1 		$11K Hold
125
– – 0.01% 472
2017
Q4 		$12K Buy
+125
New +$11K 0.01% 440

Other funds holding ATO

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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

Strategic Wealth Partners's ATO Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 38 shares — an estimated $6.49K sold.

Strategic Wealth Partners first reported a position in ATO in Q4 2017 and held it in 3 quarters. The position peaked at $12K in Q4 2017. 976 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 38 Atmos Energy shares in Q4 2025, an estimated $6.49K.
  • Strategic Wealth Partners first reported a position in Atmos Energy in Q4 2017 and held it in 3 quarters.
  • Strategic Wealth Partners's Atmos Energy position peaked at $12K in Q4 2017.
  • 976 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.