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Meritage Group’s Atmos Energy ATO Stock Holding History

Meritage Group’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
-2,740
Closed -$326K – 61
2024
Q1 		$326K Buy
2,740
+7
+0.3% +$803 0.01% 25
2023
Q4 		$317K Buy
+2,733
New +$305K 0.01% 24
2022
Q4 		– Sell
-4,056
Closed -$413K – 42
2022
Q3 		$413K Buy
+4,056
New +$465K 0.01% 19

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 $3.37T AUM 44.26% 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

Meritage Group's ATO Position: Q2 2024 in Review

Meritage Group sold out of Atmos Energy (ATO) in Q2 2024, closing a stake of 2,740 shares — an estimated $326K sold.

Meritage Group first reported a position in ATO in Q3 2022 and held it in 3 quarters. The position peaked at $413K in Q3 2022. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

  • Meritage Group reported no remaining Atmos Energy position as of Q2 2024 after selling out during the quarter.
  • Meritage Group sold 2,740 Atmos Energy shares in Q2 2024, an estimated $326K.
  • Meritage Group first reported a position in Atmos Energy in Q3 2022 and held it in 3 quarters.
  • Meritage Group's Atmos Energy position peaked at $413K in Q3 2022.
  • 734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on Meritage Group's 13F filing for Q2 2024, filed 13 Aug 2024.