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Kula Investments’s Atmos Energy ATO Stock Holding History

Kula 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
Q1 		$233K Buy
+2,074
New +$236K 0.06% 532

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's ATO Position: Q1 2023 in Review

Kula Investments opened a new position in Atmos Energy (ATO) in Q1 2023: 2,074 shares worth $233K. The stake represents 0.06% of the portfolio and ranks #532 among its holdings.

661 funds tracked by Wall St. Rank hold ATO as of Q1 2023.

  • Kula Investments held 2,074 shares of Atmos Energy worth $233K as of Q1 2023.
  • Atmos Energy was a new Kula Investments position in Q1 2023.
  • Atmos Energy made up 0.06% of Kula Investments's portfolio in Q1 2023, its #532 holding.
  • 661 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.