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Credential Qtrade Securities’s Atmos Energy ATO Stock Holding History

Credential Qtrade 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
2024
Q1 		$3.33K Hold
28
– – ﹤0.01% 337
2023
Q4 		$3.25K Hold
28
– – ﹤0.01% 335
2023
Q3 		$2.97K Hold
28
– – ﹤0.01% 317
2023
Q2 		$3.26K Hold
28
– – ﹤0.01% 322
2023
Q1 		$3.15K Buy
+28
New +$3.19K ﹤0.01% 336

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Credential Qtrade Securities's ATO Position: Q1 2024 in Review

Credential Qtrade Securities held its Atmos Energy (ATO) position steady in Q1 2024 at 28 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #337.

Credential Qtrade Securities first reported a position in ATO in Q1 2023 and has held it in 5 quarters since. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Credential Qtrade Securities held 28 shares of Atmos Energy worth $3.33K as of Q1 2024.
  • Credential Qtrade Securities left its Atmos Energy share count unchanged in Q1 2024.
  • Atmos Energy made up ﹤0.01% of Credential Qtrade Securities's portfolio in Q1 2024, its #337 holding.
  • Credential Qtrade Securities first reported a position in Atmos Energy in Q1 2023 and has held it in 5 quarters since.
  • 732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.