BerganKDV Wealth Management’s Atmos Energy ATO Stock Holding History

BerganKDV Wealth 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
2023 Q2	$1.51K	Hold	13	–	–	﹤0.01%	716
2023 Q1	$1.46K	Hold	13	–	–	﹤0.01%	867
2022 Q4	$1.46K	Hold	13	–	–	﹤0.01%	838
2022 Q3	$1K	Hold	13	–	–	﹤0.01%	857
2022 Q2	$1K	Hold	13	–	–	﹤0.01%	874
2022 Q1	$2K	Sell	13 -110	-89%	-$12K	﹤0.01%	834
2021 Q4	$13K	Buy	123 +110	+846%	+$10.4K	﹤0.01%	609
2021 Q3	$1K	Hold	13	–	–	﹤0.01%	936
2021 Q2	$1K	Hold	13	–	–	﹤0.01%	878
2021 Q1	$1K	Hold	13	–	–	﹤0.01%	829
2020 Q4	$1K	Hold	13	–	–	﹤0.01%	825
2020 Q3	$1K	Buy	+13	New	+$1.3K	﹤0.01%	757
2020 Q2	–	Sell	-25	Closed	-$2K	–	955
2020 Q1	$2K	Hold	25	–	–	﹤0.01%	717
2019 Q4	$3K	Buy	+25	New	+$2.74K	﹤0.01%	695
2019 Q3	–	Sell	-16	Closed	-$2K	–	689
2019 Q2	$2K	Buy	+16	New	+$1.64K	﹤0.01%	656

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BerganKDV Wealth Management's ATO Position: Q2 2023 in Review

BerganKDV Wealth Management held its Atmos Energy (ATO) position steady in Q2 2023 at 13 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #716.

BerganKDV Wealth Management first reported a position in ATO in Q2 2019 and has held it in 15 quarters since. The position peaked at $13K in Q4 2021. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

BerganKDV Wealth Management held 13 shares of Atmos Energy worth $1.51K as of Q2 2023.
BerganKDV Wealth Management left its Atmos Energy share count unchanged in Q2 2023.
Atmos Energy made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #716 holding.
BerganKDV Wealth Management first reported a position in Atmos Energy in Q2 2019 and has held it in 15 quarters since.
BerganKDV Wealth Management's Atmos Energy position peaked at $13K in Q4 2021.
671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.