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Wealthspire Advisors (New York)’s Atmos Energy ATO Stock Holding History

Wealthspire Advisors (New York)’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 		$1.83M Sell
9,904
-495
-5% -$87.5K 0.01% 301
2025
Q4 		$1.74M Buy
10,399
+1,011
+11% +$175K 0.01% 315
2025
Q3 		$1.6M Sell
9,388
-116
-1% -$18.7K 0.01% 310
2025
Q2 		$1.46M Buy
9,504
+91
+1% +$14.1K 0.01% 327
2025
Q1 		$1.46M Buy
9,413
+14
+0.1% +$2.04K 0.01% 321
2024
Q4 		$1.31M Buy
9,399
+30
+0.3% +$4.27K 0.01% 319
2024
Q3 		$1.3M Sell
9,369
-1,392
-13% -$179K 0.01% 327
2024
Q2 		$1.26M Hold
10,761
– – 0.02% 277
2024
Q1 		$1.28M Sell
10,761
-900
-8% -$103K 0.02% 275
2023
Q4 		$1.35M Sell
11,661
-259
-2% -$28.9K 0.02% 261
2023
Q3 		$1.26M Sell
11,920
-1,200
-9% -$140K 0.02% 244
2023
Q2 		$1.53M Sell
13,120
-4
-0% -$463 0.02% 183
2023
Q1 		$1.47M Sell
13,124
-111
-0.8% -$12.6K 0.03% 189
2022
Q4 		$1.48M Buy
13,235
+315
+2% +$34.6K 0.03% 191
2022
Q3 		$1.32M Sell
12,920
-127
-1% -$14.6K 0.03% 188
2022
Q2 		$1.46M Buy
+13,047
New +$1.49M 0.03% 168

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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