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Lake Street Private Wealth’s Atmos Energy ATO Stock Holding History

Lake Street Private Wealth’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
-2,220
Closed -$308K – 247
2024
Q3 		$308K Sell
2,220
-16
-0.7% -$2.06K 0.05% 205
2024
Q2 		$261K Sell
2,236
-18,194
-89% -$2.12M 0.03% 276
2024
Q1 		$2.43M Buy
20,430
+1,829
+10% +$210K 0.34% 78
2023
Q4 		$2.16M Buy
18,601
+195
+1% +$21.8K 0.34% 80
2023
Q3 		$1.95M Buy
18,406
+861
+5% +$100K 0.35% 85
2023
Q2 		$2.04M Buy
17,545
+379
+2% +$43.9K 0.36% 86
2023
Q1 		$1.93M Sell
17,166
-863
-5% -$98.2K 0.36% 85
2022
Q4 		$2.02M Buy
18,029
+131
+0.7% +$14.4K 0.42% 74
2022
Q3 		$1.82M Sell
17,898
-350
-2% -$40.1K 0.42% 67
2022
Q2 		$2.05M Buy
18,248
+15,748
+630% +$1.8M 0.43% 65
2022
Q1 		$299K Hold
2,500
– – 0.05% 249
2021
Q4 		$262K Hold
2,500
– – 0.05% 276
2021
Q3 		$221K Hold
2,500
– – 0.05% 211
2021
Q2 		$242K Sell
2,500
-129
-5% -$12.9K 0.06% 186
2021
Q1 		$260K Hold
2,629
– – 0.07% 181
2020
Q4 		$251K Hold
2,629
– – 0.07% 174
2020
Q3 		$251K Hold
2,629
– – 0.08% 147
2020
Q2 		$261K Hold
2,629
– – 0.1% 139
2020
Q1 		$261K Sell
2,629
-602
-19% -$66.2K 0.12% 127
2019
Q4 		$361K Hold
3,231
– – 0.14% 131
2019
Q3 		$368K Hold
3,231
– – 0.17% 115
2019
Q2 		$341K Hold
3,231
– – 0.2% 95
2019
Q1 		$333K Buy
+3,231
New +$315K 0.23% 80

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

Lake Street Private Wealth's ATO Position: Q4 2024 in Review

Lake Street Private Wealth sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 2,220 shares — an estimated $308K sold.

Lake Street Private Wealth first reported a position in ATO in Q1 2019 and held it in 23 quarters. The position peaked at $2.43M in Q1 2024. 817 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • Lake Street Private Wealth reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
  • Lake Street Private Wealth sold 2,220 Atmos Energy shares in Q4 2024, an estimated $308K.
  • Lake Street Private Wealth first reported a position in Atmos Energy in Q1 2019 and held it in 23 quarters.
  • Lake Street Private Wealth's Atmos Energy position peaked at $2.43M in Q1 2024.
  • 817 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Lake Street Private Wealth's 13F filing for Q4 2024, filed 15 Jan 2025.