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Brady Family Wealth’s Atmos Energy ATO Stock Holding History

Brady Family Wealth’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
Q4 		– Sell
-1,795
Closed -$249K – 116
2024
Q3 		$249K Hold
1,795
– – 0.07% 111
2024
Q2 		$209K Buy
1,795
+8
+0.4% +$932 0.07% 114
2024
Q1 		$212K Buy
1,787
+8
+0.4% +$918 0.07% 114
2023
Q4 		$206K Buy
+1,779
New +$199K 0.07% 117
2023
Q3 		– Sell
-1,764
Closed -$205K – 113
2023
Q2 		$205K Buy
+1,764
New +$204K 0.08% 112
2023
Q1 		– Sell
-2,111
Closed -$237K – 114
2022
Q4 		$237K Buy
+2,111
New +$232K 0.1% 108

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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

Brady Family Wealth's ATO Position: Q4 2024 in Review

Brady Family Wealth sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 1,795 shares — an estimated $249K sold.

Brady Family Wealth first reported a position in ATO in Q4 2022 and held it in 6 quarters. The position peaked at $249K in Q3 2024. 817 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • Brady Family Wealth reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
  • Brady Family Wealth sold 1,795 Atmos Energy shares in Q4 2024, an estimated $249K.
  • Brady Family Wealth first reported a position in Atmos Energy in Q4 2022 and held it in 6 quarters.
  • Brady Family Wealth's Atmos Energy position peaked at $249K in Q3 2024.
  • 817 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Brady Family Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.