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TFC Financial Management’s Atmos Energy ATO Stock Holding History

TFC Financial Management’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
2026
Q1 		$185 Hold
1
– – ﹤0.01% 798
2025
Q4 		$168 Hold
1
– – ﹤0.01% 801
2025
Q3 		$171 Hold
1
– – ﹤0.01% 821
2025
Q2 		$155 Hold
1
– – ﹤0.01% 816
2025
Q1 		$155 Hold
1
– – ﹤0.01% 761
2024
Q4 		$140 Hold
1
– – ﹤0.01% 783
2024
Q3 		$139 Hold
1
– – ﹤0.01% 798
2024
Q2 		$117 Hold
1
– – ﹤0.01% 791
2024
Q1 		$119 Buy
+1
New +$115 ﹤0.01% 805
2023
Q3 		– Sell
-4
Closed -$466 – 675
2023
Q2 		$466 Buy
+4
New +$463 ﹤0.01% 594

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VCM
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Wellington Management Group
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VPM
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return