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Formidable Asset Management’s Atmos Energy ATO Stock Holding History

Formidable Asset Management’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
Q4 		– Sell
-6,276
Closed -$871K – 375
2024
Q3 		$871K Buy
6,276
+1,750
+39% +$225K 0.14% 142
2024
Q2 		$528K Buy
+4,526
New +$527K 0.09% 227

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Formidable Asset Management's ATO Position: Q4 2024 in Review

Formidable Asset Management sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 6,276 shares — an estimated $871K sold.

Formidable Asset Management first reported a position in ATO in Q2 2024 and held it in 2 quarters. The position peaked at $871K in Q3 2024. 817 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • Formidable Asset Management reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
  • Formidable Asset Management sold 6,276 Atmos Energy shares in Q4 2024, an estimated $871K.
  • Formidable Asset Management first reported a position in Atmos Energy in Q2 2024 and held it in 2 quarters.
  • Formidable Asset Management's Atmos Energy position peaked at $871K in Q3 2024.
  • 817 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Formidable Asset Management's 13F filing for Q4 2024, filed 19 Feb 2025.