DI
ATO icon

DFPG Investments’s Atmos Energy ATO Stock Holding History

DFPG Investments’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
Q4 		$3.05M Buy
25,844
+1,640
+7% +$183K 0.24% 105
2023
Q3 		$2.69M Buy
24,204
+10,613
+78% +$1.24M 0.25% 100
2023
Q2 		$1.65M Buy
13,591
+7,157
+111% +$828K 0.15% 146
2023
Q1 		$723K Buy
+6,434
New +$732K 0.08% 260

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DFPG Investments's ATO Position: Q4 2023 in Review

DFPG Investments increased its Atmos Energy (ATO) stake by 6.8% in Q4 2023, buying an estimated $183K and bringing the position to 25,844 shares worth $3.05M. The position accounts for 0.24% of the portfolio, ranked #105.

DFPG Investments first reported a position in ATO in Q1 2023 and has held it in 4 quarters since. 721 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

  • DFPG Investments held 25,844 shares of Atmos Energy worth $3.05M as of Q4 2023.
  • DFPG Investments bought 1,640 Atmos Energy shares in Q4 2023, an estimated $183K.
  • Atmos Energy made up 0.24% of DFPG Investments's portfolio in Q4 2023, its #105 holding.
  • DFPG Investments first reported a position in Atmos Energy in Q1 2023 and has held it in 4 quarters since.
  • 721 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.