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Geller Advisors’s Atmos Energy ATO Stock Holding History

Geller Advisors’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 		$639K Buy
4,585
+91
+2% +$12.9K 0.04% 104
2024
Q3 		$623K Sell
4,494
-47
-1% -$6.04K 0.04% 112
2024
Q2 		$530K Buy
+4,541
New +$529K 0.04% 131
2022
Q3 		– Sell
-2,496
Closed -$280K – 132
2022
Q2 		$280K Sell
2,496
-382
-13% -$43.8K 0.06% 96
2022
Q1 		$344K Sell
2,878
-1,746
-38% -$191K 0.06% 89
2021
Q4 		$484K Buy
4,624
+5
+0.1% +$474 0.09% 60
2021
Q3 		$407K Buy
4,619
+930
+25% +$89.9K 0.09% 69
2021
Q2 		$355K Buy
3,689
+737
+25% +$73.9K 0.08% 76
2021
Q1 		$292K Buy
+2,952
New +$269K 0.07% 80

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Geller Advisors's ATO Position: Q4 2024 in Review

Geller Advisors increased its Atmos Energy (ATO) stake by 2% in Q4 2024, buying an estimated $12.9K and bringing the position to 4,585 shares worth $639K. The position accounts for 0.04% of the portfolio, ranked #104.

Geller Advisors first reported a position in ATO in Q1 2021 and has held it in 9 quarters since. 816 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • Geller Advisors held 4,585 shares of Atmos Energy worth $639K as of Q4 2024.
  • Geller Advisors bought 91 Atmos Energy shares in Q4 2024, an estimated $12.9K.
  • Atmos Energy made up 0.04% of Geller Advisors's portfolio in Q4 2024, its #104 holding.
  • Geller Advisors first reported a position in Atmos Energy in Q1 2021 and has held it in 9 quarters since.
  • 816 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.