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EdgeRock Capital’s Atmos Energy ATO Stock Holding History

EdgeRock 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
2024
Q1 		– Sell
-12
Closed -$1.36K – 90
2023
Q4 		$1.36K Buy
+12
New +$1.34K ﹤0.01% 292
2022
Q4 		– Sell
-12
Closed -$1K – 88
2022
Q3 		$1K Buy
+12
New +$1.38K ﹤0.01% 329

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

EdgeRock Capital's ATO Position: Q1 2024 in Review

EdgeRock Capital sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 12 shares — an estimated $1.36K sold.

EdgeRock Capital first reported a position in ATO in Q3 2022 and held it in 2 quarters. The position peaked at $1.36K in Q4 2023. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • EdgeRock Capital reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
  • EdgeRock Capital sold 12 Atmos Energy shares in Q1 2024, an estimated $1.36K.
  • EdgeRock Capital first reported a position in Atmos Energy in Q3 2022 and held it in 2 quarters.
  • EdgeRock Capital's Atmos Energy position peaked at $1.36K in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on EdgeRock Capital's 13F filing for Q1 2024, filed 15 May 2024.