Envestnet Asset Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $125M | Buy |
674,566
+122,700
| +22% | +$21.7M | 0.03% | 462 |
|
|
2025
Q4 | $92.5M | Sell |
551,866
-83,874
| -13% | -$14.5M | 0.03% | 522 |
|
|
2025
Q3 | $109M | Sell |
635,740
-11,433
| -2% | -$1.85M | 0.03% | 479 |
|
|
2025
Q2 | $99.7M | Buy |
647,173
+44,561
| +7% | +$6.92M | 0.03% | 494 |
|
|
2025
Q1 | $93.2M | Buy |
602,612
+33,654
| +6% | +$4.91M | 0.03% | 489 |
|
|
2024
Q4 | $79.2M | Sell |
568,958
-5,048
| -0.9% | -$718K | 0.03% | 541 |
|
|
2024
Q3 | $79.6M | Buy |
574,006
+5,530
| +1% | +$710K | 0.03% | 554 |
|
|
2024
Q2 | $66.3M | Sell |
568,476
-5,291
| -0.9% | -$617K | 0.02% | 562 |
|
|
2024
Q1 | $68.2M | Buy |
573,767
+49,072
| +9% | +$5.63M | 0.03% | 554 |
|
|
2023
Q4 | $60.8M | Buy |
524,695
+13,074
| +3% | +$1.46M | 0.03% | 535 |
|
|
2023
Q3 | $54.2M | Buy |
511,621
+320,817
| +168% | +$37.4M | 0.02% | 547 |
|
|
2023
Q2 | $22.2M | Buy |
190,804
+6,983
| +4% | +$808K | 0.01% | 878 |
|
|
2023
Q1 | $20.7M | Buy |
183,821
+5,582
| +3% | +$635K | 0.01% | 869 |
|
|
2022
Q4 | $20M | Buy |
178,239
+7,555
| +4% | +$831K | 0.01% | 857 |
|
|
2022
Q3 | $17.4M | Buy |
170,684
+1,991
| +1% | +$228K | 0.01% | 848 |
|
|
2022
Q2 | $18.9M | Buy |
168,693
+27,600
| +20% | +$3.16M | 0.01% | 814 |
|
|
2022
Q1 | $16.9M | Buy |
141,093
+80,009
| +131% | +$8.74M | 0.01% | 931 |
|
|
2021
Q4 | $6.4M | Buy |
61,084
+29,025
| +91% | +$2.75M | ﹤0.01% | 1450 |
|
|
2021
Q3 | $2.83M | Buy |
32,059
+2,186
| +7% | +$211K | ﹤0.01% | 1876 |
|
|
2021
Q2 | $2.87M | Sell |
29,873
-2,466
| -8% | -$247K | ﹤0.01% | 1833 |
|
|
2021
Q1 | $3.2M | Sell |
32,339
-12,749
| -28% | -$1.16M | ﹤0.01% | 1667 |
|
|
2020
Q4 | $4.3M | Sell |
45,088
-5,135
| -10% | -$495K | ﹤0.01% | 1351 |
|
|
2020
Q3 | $4.8M | Sell |
50,223
-4,936
| -9% | -$493K | ﹤0.01% | 1194 |
|
|
2020
Q2 | $5.49M | Sell |
55,159
-2,396
| -4% | -$242K | 0.01% | 1078 |
|
|
2020
Q1 | $5.71M | Buy |
57,555
+34,322
| +148% | +$3.77M | 0.01% | 925 |
|
|
2019
Q4 | $2.6M | Sell |
23,233
-1,383
| -6% | -$152K | ﹤0.01% | 1473 |
|
|
2019
Q3 | $2.8M | Buy |
24,616
+3,807
| +18% | +$416K | ﹤0.01% | 1363 |
|
|
2019
Q2 | $2.2M | Buy |
20,809
+8,178
| +65% | +$837K | ﹤0.01% | 1505 |
|
|
2019
Q1 | $1.3M | Buy |
12,631
+5,927
| +88% | +$578K | ﹤0.01% | 1726 |
|
|
2018
Q4 | $622K | Buy |
+6,704
| New | +$641K | ﹤0.01% | 2020 |
|
|
2018
Q3 | – | Sell |
-3,422
| Closed | -$309K | – | 1332 |
|
|
2018
Q2 | $309K | Buy |
3,422
+495
| +17% | +$42.8K | ﹤0.01% | 1498 |
|
|
2018
Q1 | $247K | Buy |
2,927
+1,324
| +83% | +$108K | ﹤0.01% | 1484 |
|
|
2017
Q4 | $138K | Buy |
1,603
+1,039
| +184% | +$91.4K | ﹤0.01% | 1992 |
|
|
2017
Q3 | $47K | Sell |
564
-72
| -11% | -$6.21K | ﹤0.01% | 2294 |
|
|
2017
Q2 | $53K | Sell |
636
-65
| -9% | -$5.33K | ﹤0.01% | 2332 |
|
|
2017
Q1 | $55K | Sell |
701
-444
| -39% | -$34.1K | ﹤0.01% | 2377 |
|
|
2016
Q4 | $84K | Sell |
1,145
-11
| -1% | -$795 | ﹤0.01% | 2249 |
|
|
2016
Q3 | $86K | Sell |
1,156
-206
| -15% | -$15.9K | ﹤0.01% | 2389 |
|
|
2016
Q2 | $111K | Sell |
1,362
-44
| -3% | -$3.26K | ﹤0.01% | 2380 |
|
|
2016
Q1 | $104K | Sell |
1,406
-1,843
| -57% | -$127K | ﹤0.01% | 2379 |
|
|
2015
Q4 | $205K | Sell |
3,249
-198
| -6% | -$12.2K | ﹤0.01% | 2019 |
|
|
2015
Q3 | $201K | Buy |
+3,447
| New | +$189K | ﹤0.01% | 1997 |
|
|
2015
Q1 | – | Sell |
-776
| Closed | -$43K | – | 2037 |
|
|
2014
Q4 | $43K | Buy |
776
+87
| +13% | +$4.58K | ﹤0.01% | 1470 |
|
|
2014
Q3 | $33K | Buy |
689
+21
| +3% | +$1.05K | ﹤0.01% | 1683 |
|
|
2014
Q2 | $36K | Hold |
668
| – | – | ﹤0.01% | 1562 |
|
|
2014
Q1 | $31K | Hold |
668
| – | – | ﹤0.01% | 1522 |
|
|
2013
Q4 | $30K | Sell |
668
-64
| -9% | -$2.83K | ﹤0.01% | 1389 |
|
|
2013
Q3 | $31K | Sell |
732
-30
| -4% | -$1.27K | ﹤0.01% | 1334 |
|
|
2013
Q2 | $31K | Buy |
+762
| New | +$32.5K | ﹤0.01% | 1299 |
|
Other funds holding ATO
VCM
VPM
