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 $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return