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Concourse Financial Group Securities’s Atmos Energy ATO Stock Holding History

Concourse Financial Group Securities’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
2025
Q1 		– Sell
-61
Closed -$8.64K – 144
2024
Q4 		$8.64K Buy
+61
New +$8.68K ﹤0.01% 1751
2024
Q3 		– Sell
-47
Closed -$6.04K – 2253
2024
Q2 		$5.48K Buy
47
+7
+18% +$816 ﹤0.01% 1850
2024
Q1 		$4.75K Hold
40
– – ﹤0.01% 1890
2023
Q4 		$4.64K Buy
40
+4
+11% +$447 ﹤0.01% 1862
2023
Q3 		$3.81K Sell
36
-33
-48% -$3.85K ﹤0.01% 1882
2023
Q2 		$8.03K Sell
69
-61
-47% -$7.06K ﹤0.01% 1718
2023
Q1 		$14.6K Buy
130
+75
+136% +$8.53K ﹤0.01% 1554
2022
Q4 		$6.16K Buy
55
+32
+139% +$3.52K ﹤0.01% 1799
2022
Q3 		$2K Buy
+23
New +$2.63K ﹤0.01% 1784
2022
Q1 		– Sell
-211
Closed -$23K – 2167
2021
Q4 		$22K Buy
211
+1
+0.5% +$95 ﹤0.01% 1600
2021
Q3 		$18K Buy
210
+2
+1% +$193 ﹤0.01% 1691
2021
Q2 		$20K Buy
208
+1
+0.5% +$100 ﹤0.01% 1638
2021
Q1 		$20K Sell
207
-149
-42% -$13.6K ﹤0.01% 1554
2020
Q4 		$34K Buy
356
+3
+0.8% +$289 ﹤0.01% 1268
2020
Q3 		$34K Buy
353
+2
+0.6% +$200 ﹤0.01% 1189
2020
Q2 		$35K Buy
351
+2
+0.6% +$202 ﹤0.01% 1094
2020
Q1 		$35K Buy
+349
New +$38.4K ﹤0.01% 1031
2019
Q3 		– Sell
-78
Closed -$8.53K – 1768
2019
Q2 		$8K Sell
78
-364
-82% -$37.3K ﹤0.01% 1551
2019
Q1 		$45K Buy
442
+102
+30% +$9.94K ﹤0.01% 914
2018
Q4 		$31K Buy
+340
New +$32.5K ﹤0.01% 969

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 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

Concourse Financial Group Securities's ATO Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 61 shares — an estimated $8.64K sold.

Concourse Financial Group Securities first reported a position in ATO in Q4 2018 and held it in 20 quarters. The position peaked at $45K in Q1 2019. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 61 Atmos Energy shares in Q1 2025, an estimated $8.64K.
  • Concourse Financial Group Securities first reported a position in Atmos Energy in Q4 2018 and held it in 20 quarters.
  • Concourse Financial Group Securities's Atmos Energy position peaked at $45K in Q1 2019.
  • 862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.