LNC
ATO icon

Lincoln National Corp’s Atmos Energy ATO Stock Holding History

Lincoln National Corp’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
Q2 		– Sell
-2,245
Closed -$267K – 87
2024
Q1 		$267K Sell
2,245
-160
-7% -$18.4K ﹤0.01% 1020
2023
Q4 		$279K Sell
2,405
-109
-4% -$12.2K ﹤0.01% 903
2023
Q3 		$266K Buy
2,514
+225
+10% +$26.3K 0.01% 847
2023
Q2 		$266K Buy
2,289
+382
+20% +$44.2K 0.01% 848
2023
Q1 		$214K Buy
+1,907
New +$217K ﹤0.01% 903
2022
Q4 		– Sell
-2,095
Closed -$213K – 932
2022
Q3 		$213K Buy
+2,095
New +$240K 0.01% 793
2021
Q1 		– Sell
-2,369
Closed -$226K – 805
2020
Q4 		$226K Hold
2,369
– – 0.01% 668
2020
Q3 		$226K Hold
2,369
– – 0.01% 591
2020
Q2 		$236K Hold
2,369
– – 0.01% 555
2020
Q1 		$235K Sell
2,369
-32
-1% -$3.52K 0.01% 499
2019
Q4 		$269K Buy
2,401
+32
+1% +$3.51K 0.01% 520
2019
Q3 		$270K Hold
2,369
– – 0.01% 467
2019
Q2 		$250K Hold
2,369
– – 0.01% 466
2019
Q1 		$244K Buy
+2,369
New +$231K 0.01% 436
2018
Q1 		– Sell
-3,200
Closed -$275K – 491
2017
Q4 		$275K Buy
+3,200
New +$281K 0.01% 520

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 $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Lincoln National Corp's ATO Position: Q2 2024 in Review

Lincoln National Corp sold out of Atmos Energy (ATO) in Q2 2024, closing a stake of 2,245 shares — an estimated $267K sold.

Lincoln National Corp first reported a position in ATO in Q4 2017 and held it in 15 quarters. The position peaked at $279K in Q4 2023. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

  • Lincoln National Corp reported no remaining Atmos Energy position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 2,245 Atmos Energy shares in Q2 2024, an estimated $267K.
  • Lincoln National Corp first reported a position in Atmos Energy in Q4 2017 and held it in 15 quarters.
  • Lincoln National Corp's Atmos Energy position peaked at $279K in Q4 2023.
  • 734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.