Chevy Chase Trust’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $95.8M | Buy |
518,713
+13,587
| +3% | +$2.4M | 0.28% | 77 |
|
|
2025
Q4 | $84.7M | Buy |
505,126
+1,662
| +0.3% | +$287K | 0.23% | 87 |
|
|
2025
Q3 | $86M | Buy |
503,464
+39,278
| +8% | +$6.34M | 0.24% | 88 |
|
|
2025
Q2 | $71.5M | Buy |
464,186
+78,101
| +20% | +$12.1M | 0.21% | 104 |
|
|
2025
Q1 | $59.7M | Buy |
386,085
+37,097
| +11% | +$5.41M | 0.19% | 112 |
|
|
2024
Q4 | $48.6M | Buy |
348,988
+38,459
| +12% | +$5.47M | 0.15% | 123 |
|
|
2024
Q3 | $43.1M | Buy |
310,529
+37,171
| +14% | +$4.78M | 0.13% | 144 |
|
|
2024
Q2 | $31.9M | Buy |
273,358
+45,320
| +20% | +$5.28M | 0.1% | 178 |
|
|
2024
Q1 | $27.1M | Buy |
228,038
+130,875
| +135% | +$15M | 0.09% | 199 |
|
|
2023
Q4 | $11.3M | Sell |
97,163
-975
| -1% | -$109K | 0.04% | 358 |
|
|
2023
Q3 | $10.4M | Buy |
98,138
+188
| +0.2% | +$21.9K | 0.04% | 353 |
|
|
2023
Q2 | $11.4M | Sell |
97,950
-439
| -0.4% | -$50.8K | 0.04% | 352 |
|
|
2023
Q1 | $11.1M | Sell |
98,389
-7,284
| -7% | -$828K | 0.04% | 349 |
|
|
2022
Q4 | $11.8M | Sell |
105,673
-4,960
| -4% | -$545K | 0.05% | 337 |
|
|
2022
Q3 | $11.3M | Buy |
110,633
+1,404
| +1% | +$161K | 0.05% | 344 |
|
|
2022
Q2 | $12.2M | Buy |
109,229
+2,450
| +2% | +$281K | 0.05% | 332 |
|
|
2022
Q1 | $12.8M | Buy |
106,779
+915
| +0.9% | +$99.9K | 0.04% | 354 |
|
|
2021
Q4 | $11.1M | Sell |
105,864
-3,926
| -4% | -$372K | 0.04% | 398 |
|
|
2021
Q3 | $9.68M | Sell |
109,790
-9,705
| -8% | -$938K | 0.03% | 418 |
|
|
2021
Q2 | $11.5M | Sell |
119,495
-3,009
| -2% | -$302K | 0.04% | 391 |
|
|
2021
Q1 | $12.1M | Sell |
122,504
-15,307
| -11% | -$1.39M | 0.04% | 377 |
|
|
2020
Q4 | $13.2M | Sell |
137,811
-6,317
| -4% | -$609K | 0.05% | 343 |
|
|
2020
Q3 | $13.8M | Sell |
144,128
-14,896
| -9% | -$1.49M | 0.05% | 306 |
|
|
2020
Q2 | $15.8M | Sell |
159,024
-18,413
| -10% | -$1.86M | 0.06% | 286 |
|
|
2020
Q1 | $17.6M | Sell |
177,437
-16,760
| -9% | -$1.84M | 0.08% | 233 |
|
|
2019
Q4 | $21.7M | Sell |
194,197
-2,371
| -1% | -$260K | 0.08% | 243 |
|
|
2019
Q3 | $22.4M | Sell |
196,568
-759
| -0.4% | -$83K | 0.09% | 236 |
|
|
2019
Q2 | $20.8M | Sell |
197,327
-3,552
| -2% | -$364K | 0.09% | 240 |
|
|
2019
Q1 | $20.6M | Buy |
200,879
+96,142
| +92% | +$9.37M | 0.09% | 243 |
|
|
2018
Q4 | $9.71M | Sell |
104,737
-144
| -0.1% | -$13.8K | 0.05% | 368 |
|
|
2018
Q3 | $9.85M | Sell |
104,881
-3,294
| -3% | -$304K | 0.04% | 415 |
|
|
2018
Q2 | $9.75M | Sell |
108,175
-6,904
| -6% | -$598K | 0.04% | 424 |
|
|
2018
Q1 | $9.69M | Sell |
115,079
-14,942
| -11% | -$1.22M | 0.04% | 411 |
|
|
2017
Q4 | $11.2M | Sell |
130,021
-6,066
| -4% | -$534K | 0.05% | 391 |
|
|
2017
Q3 | $11.4M | Sell |
136,087
-1,550
| -1% | -$134K | 0.05% | 369 |
|
|
2017
Q2 | $11.4M | Sell |
137,637
-3,454
| -2% | -$283K | 0.05% | 358 |
|
|
2017
Q1 | $11.1M | Sell |
141,091
-2,136
| -1% | -$164K | 0.05% | 356 |
|
|
2016
Q4 | $10.6M | Sell |
143,227
-4,103
| -3% | -$296K | 0.06% | 352 |
|
|
2016
Q3 | $11M | Sell |
147,330
-6,910
| -4% | -$532K | 0.06% | 333 |
|
|
2016
Q2 | $12.5M | Sell |
154,240
-3,622
| -2% | -$269K | 0.07% | 310 |
|
|
2016
Q1 | $11.7M | Sell |
157,862
-6,746
| -4% | -$463K | 0.07% | 316 |
|
|
2015
Q4 | $10.4M | Sell |
164,608
-4,290
| -3% | -$264K | 0.06% | 329 |
|
|
2015
Q3 | $9.83M | Sell |
168,898
-29,971
| -15% | -$1.65M | 0.06% | 332 |
|
|
2015
Q2 | $10.2M | Sell |
198,869
-28,349
| -12% | -$1.52M | 0.06% | 341 |
|
|
2015
Q1 | $12.6M | Sell |
227,218
-44,613
| -16% | -$2.45M | 0.08% | 293 |
|
|
2014
Q4 | $15.2M | Sell |
271,831
-28,689
| -10% | -$1.51M | 0.09% | 245 |
|
|
2014
Q3 | $14.3M | Buy |
300,520
+2,643
| +0.9% | +$132K | 0.09% | 244 |
|
|
2014
Q2 | $15.9M | Sell |
297,877
-18,579
| -6% | -$939K | 0.11% | 216 |
|
|
2014
Q1 | $14.9M | Buy |
316,456
+11,272
| +4% | +$519K | 0.11% | 216 |
|
|
2013
Q4 | $13.9M | Buy |
305,184
+12,710
| +4% | +$561K | 0.1% | 220 |
|
|
2013
Q3 | $12.5M | Buy |
292,474
+7,666
| +3% | +$324K | 0.1% | 231 |
|
|
2013
Q2 | $11.7M | Buy |
+284,808
| New | +$12.1M | 0.1% | 229 |
|
Other funds holding ATO
VCM
VPM
