MAI Capital Management’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $764K | Buy |
4,137
+2,623
| +173% | +$464K | ﹤0.01% | 867 |
|
|
2025
Q4 | $254K | Buy |
1,514
+388
| +34% | +$67.1K | ﹤0.01% | 1215 |
|
|
2025
Q3 | $192K | Sell |
1,126
-437
| -28% | -$70.6K | ﹤0.01% | 1279 |
|
|
2025
Q2 | $241K | Buy |
1,563
+504
| +48% | +$78.3K | ﹤0.01% | 1102 |
|
|
2025
Q1 | $164K | Sell |
1,059
-47
| -4% | -$6.86K | ﹤0.01% | 1195 |
|
|
2024
Q4 | $154K | Buy |
+1,106
| New | +$157K | ﹤0.01% | 1244 |
|
|
2024
Q2 | – | Sell |
-2,394
| Closed | -$285K | – | 1262 |
|
|
2024
Q1 | $285K | Buy |
2,394
+303
| +14% | +$34.8K | ﹤0.01% | 1002 |
|
|
2023
Q4 | $242K | Sell |
2,091
-300
| -13% | -$33.5K | ﹤0.01% | 952 |
|
|
2023
Q3 | $253K | Sell |
2,391
-38
| -2% | -$4.43K | ﹤0.01% | 890 |
|
|
2023
Q2 | $283K | Sell |
2,429
-438
| -15% | -$50.7K | ﹤0.01% | 837 |
|
|
2023
Q1 | $322K | Sell |
2,867
-89
| -3% | -$10.1K | 0.01% | 773 |
|
|
2022
Q4 | $331K | Buy |
2,956
+225
| +8% | +$24.7K | 0.01% | 736 |
|
|
2022
Q3 | $278K | Sell |
2,731
-55
| -2% | -$6.3K | 0.01% | 721 |
|
|
2022
Q2 | $312K | Sell |
2,786
-86
| -3% | -$9.85K | 0.01% | 673 |
|
|
2022
Q1 | $343K | Buy |
2,872
+494
| +21% | +$54K | 0.01% | 661 |
|
|
2021
Q4 | $249K | Sell |
2,378
-65
| -3% | -$6.16K | ﹤0.01% | 759 |
|
|
2021
Q3 | $215K | Buy |
+2,443
| New | +$236K | ﹤0.01% | 707 |
|
|
2020
Q4 | – | Sell |
-2,185
| Closed | -$209K | – | 679 |
|
|
2020
Q3 | $209K | Buy |
+2,185
| New | +$218K | 0.01% | 539 |
|
|
2019
Q2 | – | Sell |
-1,961
| Closed | -$202K | – | 547 |
|
|
2019
Q1 | $202K | Buy |
+1,961
| New | +$191K | 0.01% | 437 |
|
Other funds holding ATO
VCM
VPM
