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Altshuler Shaham’s Atmos Energy ATO Stock Holding History

Altshuler Shaham’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
Q1 		– Sell
-150
Closed -$20.9K – 315
2024
Q4 		$20.9K Sell
150
-12
-7% -$1.71K ﹤0.01% 220
2024
Q3 		$22.5K Sell
162
-16
-9% -$2.06K ﹤0.01% 150
2024
Q2 		$20.8K Sell
178
-32
-15% -$3.73K ﹤0.01% 173
2024
Q1 		$25K Buy
+210
New +$24.1K ﹤0.01% 168
2023
Q2 		– Sell
-3,335
Closed -$375K – 320
2023
Q1 		$375K Sell
3,335
-377
-10% -$42.9K 0.01% 90
2022
Q4 		$416K Buy
3,712
+3,268
+736% +$359K 0.02% 79
2022
Q3 		$46K Sell
444
-35
-7% -$4.01K ﹤0.01% 243
2022
Q2 		$54K Sell
479
-27
-5% -$3.09K ﹤0.01% 232
2022
Q1 		$60K Buy
+506
New +$55.3K ﹤0.01% 343
2020
Q2 		– Sell
-1,470
Closed -$146K – 355
2020
Q1 		$146K Sell
1,470
-788
-35% -$86.6K 0.01% 130
2019
Q4 		$253K Buy
2,258
+363
+19% +$39.8K 0.01% 130
2019
Q3 		$216K Buy
1,895
+1,014
+115% +$111K 0.01% 135
2019
Q2 		$93K Buy
881
+449
+104% +$46K ﹤0.01% 146
2019
Q1 		$44K Buy
432
+149
+53% +$14.5K ﹤0.01% 136
2018
Q4 		$26K Buy
283
+19
+7% +$1.82K ﹤0.01% 145
2018
Q3 		$25K Buy
264
+221
+514% +$20.4K ﹤0.01% 138
2018
Q2 		$4K Sell
43
-171
-80% -$14.8K ﹤0.01% 175
2018
Q1 		$18K Buy
+214
New +$17.4K ﹤0.01% 134

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Altshuler Shaham's ATO Position: Q1 2025 in Review

Altshuler Shaham sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 150 shares — an estimated $20.9K sold.

Altshuler Shaham first reported a position in ATO in Q1 2018 and held it in 18 quarters. The position peaked at $416K in Q4 2022. 863 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Altshuler Shaham reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Altshuler Shaham sold 150 Atmos Energy shares in Q1 2025, an estimated $20.9K.
  • Altshuler Shaham first reported a position in Atmos Energy in Q1 2018 and held it in 18 quarters.
  • Altshuler Shaham's Atmos Energy position peaked at $416K in Q4 2022.
  • 863 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Altshuler Shaham's 13F filing for Q1 2025, filed 15 May 2025.