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Lindbrook Capital’s Atmos Energy ATO Stock Holding History

Lindbrook Capital’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
2025
Q1 		$168K Buy
1,088
+641
+143% +$93.5K 0.02% 469
2024
Q4 		$62.3K Buy
447
+23
+5% +$3.27K 0.01% 722
2024
Q3 		$58.8K Buy
424
+104
+33% +$13.4K 0.01% 747
2024
Q2 		$37.3K Buy
320
+30
+10% +$3.5K ﹤0.01% 921
2024
Q1 		$34.5K Buy
290
+56
+24% +$6.42K ﹤0.01% 942
2023
Q4 		$27.1K Buy
234
+51
+28% +$5.7K ﹤0.01% 1025
2023
Q3 		$19.4K Sell
183
-17
-9% -$1.98K ﹤0.01% 1073
2023
Q2 		$23.3K Buy
200
+14
+8% +$1.62K ﹤0.01% 1007
2023
Q1 		$20.9K Buy
186
+2
+1% +$227 ﹤0.01% 1052
2022
Q4 		$20.6K Buy
184
+133
+261% +$14.6K ﹤0.01% 1045
2022
Q3 		$5K Buy
51
+1
+2% +$115 ﹤0.01% 1636
2022
Q2 		$6K Buy
50
+12
+32% +$1.38K ﹤0.01% 1448
2022
Q1 		$5K Sell
38
-4
-10% -$437 ﹤0.01% 1568
2021
Q4 		$4K Sell
42
-5
-11% -$474 ﹤0.01% 1556
2021
Q3 		$4K Buy
47
+2
+4% +$193 ﹤0.01% 1297
2021
Q2 		$4K Hold
45
– – ﹤0.01% 1337
2021
Q1 		$4K Buy
45
+29
+181% +$2.64K ﹤0.01% 1304
2020
Q4 		$2K Buy
16
+6
+60% +$579 ﹤0.01% 1422
2020
Q3 		$1K Sell
10
-250
-96% -$25K ﹤0.01% 1506
2020
Q2 		$26K Buy
260
+252
+3,150% +$25.4K 0.01% 526
2020
Q1 		$1K Hold
8
– – ﹤0.01% 1390
2019
Q4 		$1K Buy
+8
New +$877 ﹤0.01% 1357

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 $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 $344B AUM 42.99% 1-Year Est. Return

Lindbrook Capital's ATO Position: Q1 2025 in Review

Lindbrook Capital increased its Atmos Energy (ATO) stake by 143% in Q1 2025, buying an estimated $93.5K and bringing the position to 1,088 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #469.

Lindbrook Capital first reported a position in ATO in Q4 2019 and has held it in 22 quarters since. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Lindbrook Capital held 1,088 shares of Atmos Energy worth $168K as of Q1 2025.
  • Lindbrook Capital bought 641 Atmos Energy shares in Q1 2025, an estimated $93.5K.
  • Atmos Energy made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #469 holding.
  • Lindbrook Capital first reported a position in Atmos Energy in Q4 2019 and has held it in 22 quarters since.
  • 862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.