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Next Financial Group’s Atmos Energy ATO Stock Holding History

Next Financial 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
2021
Q4 		$79K Buy
758
+53
+8% +$5.02K 0.01% 1281
2021
Q3 		$62K Buy
705
+2
+0.3% +$193 ﹤0.01% 1316
2021
Q2 		$68K Buy
703
+1
+0.1% +$100 0.01% 1265
2021
Q1 		$69K Buy
702
+53
+8% +$4.82K 0.01% 1155
2020
Q4 		$62K Sell
649
-99
-13% -$9.55K 0.01% 1130
2020
Q3 		$72K Buy
+748
New +$74.7K 0.01% 984
2020
Q2 		– Sell
-312
Closed -$31K – 677
2020
Q1 		$31K Sell
312
-1,874
-86% -$206K ﹤0.01% 1125
2019
Q4 		$245K Buy
2,186
+453
+26% +$49.7K 0.03% 625
2019
Q3 		$197K Sell
1,733
-316
-15% -$34.5K 0.02% 681
2019
Q2 		$216K Buy
2,049
+933
+84% +$95.5K 0.02% 633
2019
Q1 		$115K Sell
1,116
-1,693
-60% -$165K 0.03% 499
2018
Q4 		$260K Buy
2,809
+1,588
+130% +$152K 0.05% 327
2018
Q3 		$115K Buy
+1,221
New +$113K 0.05% 315
2017
Q4 		– Sell
-1,585
Closed -$137K – 336
2017
Q3 		$137K Buy
1,585
+975
+160% +$84.1K 0.04% 412
2017
Q2 		$51K Buy
610
+4
+0.7% +$328 0.01% 775
2017
Q1 		$49K Sell
606
-1,815
-75% -$139K 0.01% 732
2016
Q4 		$179K Sell
2,421
-89
-4% -$6.43K 0.03% 505
2016
Q3 		$187K Buy
2,510
+1,507
+150% +$116K 0.03% 484
2016
Q2 		$81K Buy
1,003
+6
+0.6% +$445 0.03% 519
2016
Q1 		$74K Buy
997
+5
+0.5% +$343 0.03% 509
2015
Q4 		$62K Sell
992
-144
-13% -$8.85K 0.02% 562
2015
Q3 		$66K Buy
1,136
+3
+0.3% +$165 0.02% 548
2015
Q2 		$58K Buy
1,133
+4
+0.4% +$214 0.02% 621
2015
Q1 		$62K Buy
1,129
+4
+0.4% +$220 0.02% 607
2014
Q4 		$63K Sell
1,125
-2,529
-69% -$133K 0.02% 579
2014
Q3 		$174K Buy
3,654
+59
+2% +$2.94K 0.03% 490
2014
Q2 		$174K Buy
+3,595
New +$182K 0.09% 170

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Next Financial Group's ATO Position: Q4 2021 in Review

Next Financial Group increased its Atmos Energy (ATO) stake by 7.5% in Q4 2021, buying an estimated $5.02K and bringing the position to 758 shares worth $79K. The position accounts for 0.01% of the portfolio, ranked #1281.

Next Financial Group first reported a position in ATO in Q2 2014 and has held it in 27 quarters since. The position peaked at $260K in Q4 2018. 573 funds tracked by Wall St. Rank hold ATO as of Q4 2021.

  • Next Financial Group held 758 shares of Atmos Energy worth $79K as of Q4 2021.
  • Next Financial Group bought 53 Atmos Energy shares in Q4 2021, an estimated $5.02K.
  • Atmos Energy made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1281 holding.
  • Next Financial Group first reported a position in Atmos Energy in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Atmos Energy position peaked at $260K in Q4 2018.
  • 573 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.