BFEC
ATO icon

Benjamin F. Edwards & Company’s Atmos Energy ATO Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$31.8M Buy
272,471
+20,851
+8% +$2.43M 0.56% 50
2024
Q1 		$29.9M Buy
251,620
+14,098
+6% +$1.62M 0.54% 50
2023
Q4 		$27.5M Buy
237,522
+228,236
+2,458% +$25.5M 0.55% 49
2023
Q3 		$984K Buy
9,286
+485
+6% +$56.6K 0.04% 378
2023
Q2 		$1.02M Buy
8,801
+1,357
+18% +$157K 0.04% 366
2023
Q1 		$836K Buy
7,444
+1,121
+18% +$127K 0.04% 371
2022
Q4 		$709K Buy
6,323
+642
+11% +$70.6K 0.03% 389
2022
Q3 		$579K Buy
5,681
+2,627
+86% +$301K 0.03% 405
2022
Q2 		$342K Buy
3,054
+1,037
+51% +$119K 0.02% 523
2022
Q1 		$241K Buy
2,017
+304
+18% +$33.2K 0.01% 629
2021
Q4 		$179K Buy
1,713
+1,250
+270% +$118K 0.01% 718
2021
Q3 		$41K Hold
463
– – ﹤0.01% 1076
2021
Q2 		$45K Hold
463
– – ﹤0.01% 1048
2021
Q1 		$46K Sell
463
-42
-8% -$3.82K ﹤0.01% 1029
2020
Q4 		$48K Hold
505
– – ﹤0.01% 977
2020
Q3 		$48K Hold
505
– – ﹤0.01% 903
2020
Q2 		$50K Buy
505
+3
+0.6% +$303 ﹤0.01% 890
2020
Q1 		$50K Sell
502
-101
-17% -$11.1K ﹤0.01% 847
2019
Q4 		$67K Sell
603
-315
-34% -$34.5K ﹤0.01% 900
2019
Q3 		$105K Buy
918
+1
+0.1% +$109 0.01% 721
2019
Q2 		$97K Buy
917
+18
+2% +$1.84K 0.01% 714
2019
Q1 		$93K Sell
899
-135
-13% -$13.2K 0.01% 709
2018
Q4 		$96K Buy
1,034
+548
+113% +$52.4K 0.01% 677
2018
Q3 		$46K Hold
486
– – ﹤0.01% 889
2018
Q2 		$44K Hold
486
– – ﹤0.01% 881
2018
Q1 		$41K Hold
486
– – ﹤0.01% 891
2017
Q4 		$42K Buy
486
+186
+62% +$16.4K ﹤0.01% 844
2017
Q3 		$25K Hold
300
– – ﹤0.01% 915
2017
Q2 		$25K Hold
300
– – ﹤0.01% 849
2017
Q1 		$24K Buy
300
+285
+1,900% +$21.9K ﹤0.01% 817
2016
Q4 		$1K Buy
+15
New +$1.08K ﹤0.01% 1195

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Benjamin F. Edwards & Company's ATO Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its Atmos Energy (ATO) stake by 8.3% in Q2 2024, buying an estimated $2.43M and bringing the position to 272,471 shares worth $31.8M. The position accounts for 0.56% of the portfolio, ranked #50.

Benjamin F. Edwards & Company first reported a position in ATO in Q4 2016 and has held it in 31 quarters since. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

  • Benjamin F. Edwards & Company held 272,471 shares of Atmos Energy worth $31.8M as of Q2 2024.
  • Benjamin F. Edwards & Company bought 20,851 Atmos Energy shares in Q2 2024, an estimated $2.43M.
  • Atmos Energy made up 0.56% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #50 holding.
  • Benjamin F. Edwards & Company first reported a position in Atmos Energy in Q4 2016 and has held it in 31 quarters since.
  • 734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.