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WestEnd Advisors’s Atmos Energy ATO Stock Holding History

WestEnd Advisors’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 		$1.29K Hold
7
– – ﹤0.01% 202
2025
Q4 		$1.17K Hold
7
– – ﹤0.01% 212
2025
Q3 		$1.2K Buy
+7
New +$1.13K ﹤0.01% 209
2024
Q4 		– Sell
-2
Closed -$277 – 348
2024
Q3 		$277 Hold
2
– – ﹤0.01% 253
2024
Q2 		$233 Hold
2
– – ﹤0.01% 247
2024
Q1 		$238 Hold
2
– – ﹤0.01% 234
2023
Q4 		$232 Sell
2
-2
-50% -$223 ﹤0.01% 222
2023
Q3 		$424 Buy
+4
New +$467 ﹤0.01% 170
2023
Q2 		– Hold
0
– -$337 – 64
2023
Q1 		– Sell
-3
Closed -$341 – 183
2022
Q4 		$336 Buy
3
+1
+50% +$110 ﹤0.01% 179
2022
Q3 		$0 Hold
2
– – ﹤0.01% 151
2022
Q2 		$224 Buy
+2
New +$229 ﹤0.01% 201

Other funds holding ATO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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