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M&G Investment Management’s Atmos Energy ATO Stock Holding History

M&G Investment Management’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
Q4 		$35M Sell
302,084
-25,206
-8% -$2.82M 0.12% 97
2023
Q3 		$34.7M Sell
327,290
-145,170
-31% -$16.9M 0.16% 89
2023
Q2 		$54.8M Buy
472,460
+62,580
+15% +$7.24M 0.22% 75
2023
Q1 		$45.9M Buy
409,880
+39,733
+11% +$4.52M 0.22% 83
2022
Q4 		$41.5M Buy
370,147
+18,126
+5% +$1.99M 0.21% 90
2022
Q3 		$35.9K Buy
352,021
+1,625
+0.5% +$186K 0.21% 88
2022
Q2 		$39.2K Sell
350,396
-46,925
-12% -$5.38M 0.23% 97
2022
Q1 		$47.3K Sell
397,321
-61,246
-13% -$6.69M 0.09% 96
2021
Q4 		$48.1K Buy
458,567
+151,617
+49% +$14.4M 0.12% 89
2021
Q3 		$27K Buy
306,950
+66,681
+28% +$6.45M 0.06% 172
2021
Q2 		$23.1K Buy
240,269
+72,649
+43% +$7.28M 0.06% 176
2021
Q1 		$16.6K Buy
167,620
+36,051
+27% +$3.28M 0.05% 143
2020
Q4 		$12.5K Buy
131,569
+57,321
+77% +$5.53M 0.08% 165
2020
Q3 		$7.13M Buy
74,248
+12,369
+20% +$1.23M 0.07% 191
2020
Q2 		$6.19M Sell
61,879
-14,898
-19% -$1.5M 0.07% 203
2020
Q1 		$7.6M Buy
76,777
+23,845
+45% +$2.62M 0.09% 166
2019
Q4 		$5.93M Buy
+52,932
New +$5.81M 0.05% 218

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

M&G Investment Management's ATO Position: Q4 2023 in Review

M&G Investment Management reduced its Atmos Energy (ATO) stake by 7.7% in Q4 2023, selling an estimated $2.82M and leaving 302,084 shares worth $35M. The position accounts for 0.12% of the portfolio, ranked #97.

M&G Investment Management first reported a position in ATO in Q4 2019 and has held it in 17 quarters since. The position peaked at $54.8M in Q2 2023. 721 funds tracked by Wall St. Rank hold ATO as of Q4 2023.

  • M&G Investment Management held 302,084 shares of Atmos Energy worth $35M as of Q4 2023.
  • M&G Investment Management sold 25,206 Atmos Energy shares in Q4 2023, an estimated $2.82M.
  • Atmos Energy made up 0.12% of M&G Investment Management's portfolio in Q4 2023, its #97 holding.
  • M&G Investment Management first reported a position in Atmos Energy in Q4 2019 and has held it in 17 quarters since.
  • M&G Investment Management's Atmos Energy position peaked at $54.8M in Q2 2023.
  • 721 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.