Meag Munich Ergo’s Atmos Energy ATO Stock Holding History

Meag Munich Ergo’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 Q2	$42.4M	Sell	275,000 -75,318	-21%	-$11.7M	1.2%	39
2025 Q1	$54.2M	Sell	350,318 -61,877	-15%	-$9.03M	1.59%	22
2024 Q4	$57.3M	Sell	412,195 -40,863	-9%	-$5.81M	1.81%	17
2024 Q3	$62.8M	Buy	453,058 +31,714	+8%	+$4.07M	1.97%	13
2024 Q2	$49.1M	Hold	421,344	–	–	1.63%	23
2024 Q1	$50.1M	Buy	421,344 +38,151	+10%	+$4.38M	1.81%	19
2023 Q4	$44.4M	Buy	383,193 +116,716	+44%	+$13M	1.69%	19
2023 Q3	$28.2M	Buy	+266,477	New	+$31.1M	1.23%	39
2021 Q4	–	Sell	-3,538	Closed	-$312K	–	201
2021 Q3	$312K	Hold	3,538	–	–	0.05%	171
2021 Q2	$340K	Sell	3,538 -1	-0%	-$100	0.03%	293
2021 Q1	$350K	Buy	+3,539	New	+$322K	0.04%	286
2020 Q1	–	Sell	-1,792	Closed	-$198K	–	230
2019 Q4	$198K	Sell	1,792 -5,618	-76%	-$616K	0.02%	424
2019 Q3	$842K	Buy	7,410 +3,160	+74%	+$345K	0.04%	395
2019 Q2	$446K	Hold	4,250	–	–	0.03%	426
2019 Q1	$435K	Buy	+4,250	New	+$414K	0.04%	427

Other funds holding ATO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meag Munich Ergo's ATO Position: Q2 2025 in Review

Meag Munich Ergo reduced its Atmos Energy (ATO) stake by 21% in Q2 2025, selling an estimated $11.7M and leaving 275,000 shares worth $42.4M. The position accounts for 1.2% of the portfolio, ranked #39.

Meag Munich Ergo first reported a position in ATO in Q1 2019 and has held it in 15 quarters since. The position peaked at $62.8M in Q3 2024. 869 funds tracked by Wall St. Rank hold ATO as of Q2 2025.

Meag Munich Ergo held 275,000 shares of Atmos Energy worth $42.4M as of Q2 2025.
Meag Munich Ergo sold 75,318 Atmos Energy shares in Q2 2025, an estimated $11.7M.
Atmos Energy made up 1.2% of Meag Munich Ergo's portfolio in Q2 2025, its #39 holding.
Meag Munich Ergo first reported a position in Atmos Energy in Q1 2019 and has held it in 15 quarters since.
Meag Munich Ergo's Atmos Energy position peaked at $62.8M in Q3 2024.
869 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2025.

Based on Meag Munich Ergo's 13F filing for Q2 2025, filed 16 Jul 2025.