Covalis Capital’s Atmos Energy ATO Stock Holding History

Covalis Capital’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	–	Sell	-35,792	Closed	-$4.02M	–	42
2023 Q1	$4.02M	Buy	+35,792	New	+$4.07M	1.13%	24
2018 Q3	–	Sell	-5,300	Closed	-$478K	–	26
2018 Q2	$478K	Buy	+5,300	New	+$459K	0.25%	23
2018 Q1	–	Sell	-63,042	Closed	-$5.41M	–	25
2017 Q4	$5.41M	Buy	+63,042	New	+$5.54M	3.4%	13

Other funds holding ATO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Covalis Capital's ATO Position: Q2 2023 in Review

Covalis Capital sold out of Atmos Energy (ATO) in Q2 2023, closing a stake of 35,792 shares — an estimated $4.02M sold.

Covalis Capital first reported a position in ATO in Q4 2017 and held it in 3 quarters. The position peaked at $5.41M in Q4 2017. 671 funds tracked by Wall St. Rank hold ATO as of Q2 2023.

Covalis Capital reported no remaining Atmos Energy position as of Q2 2023 after selling out during the quarter.
Covalis Capital sold 35,792 Atmos Energy shares in Q2 2023, an estimated $4.02M.
Covalis Capital first reported a position in Atmos Energy in Q4 2017 and held it in 3 quarters.
Covalis Capital's Atmos Energy position peaked at $5.41M in Q4 2017.
671 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2023.

Based on Covalis Capital's 13F filing for Q2 2023, filed 14 Aug 2023.