SVB Wealth’s Atmos Energy ATO Stock Holding History

SVB 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	-634	Closed	-$98K	–	573
2025 Q1	$98K	Buy	+634	New	+$92.5K	﹤0.01%	408

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

SVB Wealth's ATO Position: Q2 2025 in Review

SVB Wealth sold out of Atmos Energy (ATO) in Q2 2025, closing a stake of 634 shares — an estimated $98K sold.

SVB Wealth first reported a position in ATO in Q1 2025 and held it in 1 quarter. The position peaked at $98K in Q1 2025. 869 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

SVB Wealth reported no remaining Atmos Energy position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 634 Atmos Energy shares in Q2 2025, an estimated $98K.
SVB Wealth first reported a position in Atmos Energy in Q1 2025 and held it in 1 quarter.
SVB Wealth's Atmos Energy position peaked at $98K in Q1 2025.
869 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.