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WealthTrak Capital Management’s Atmos Energy ATO Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-10
Closed -$1.54K – 152
2025
Q2 		$1.54K Buy
10
+1
+11% +$155 ﹤0.01% 475
2025
Q1 		$1.39K Buy
9
+6
+200% +$875 ﹤0.01% 450
2024
Q4 		$418 Buy
+3
New +$427 ﹤0.01% 621

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WealthTrak Capital Management's ATO Position: Q3 2025 in Review

WealthTrak Capital Management sold out of Atmos Energy (ATO) in Q3 2025, closing a stake of 10 shares — an estimated $1.54K sold.

WealthTrak Capital Management first reported a position in ATO in Q4 2024 and held it in 3 quarters. The position peaked at $1.54K in Q2 2025. 912 funds tracked by Wall St. Rank hold ATO as of Q3 2025.

  • WealthTrak Capital Management reported no remaining Atmos Energy position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 10 Atmos Energy shares in Q3 2025, an estimated $1.54K.
  • WealthTrak Capital Management first reported a position in Atmos Energy in Q4 2024 and held it in 3 quarters.
  • WealthTrak Capital Management's Atmos Energy position peaked at $1.54K in Q2 2025.
  • 912 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.