PWAM
Pinnacle West Asset Management’s Atmos Energy ATO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Hold |
1,975
| – | – | 0.21% | 95 |
|
|
2025
Q1 | $305K | Hold |
1,975
| – | – | 0.22% | 95 |
|
|
2024
Q4 | $275K | Buy |
1,975
+20
| +1% | +$2.79K | 0.2% | 98 |
|
|
2024
Q3 | $271K | Hold |
1,955
| – | – | 0.19% | 98 |
|
|
2024
Q2 | $228K | Buy |
1,955
+70
| +4% | +$8.16K | 0.18% | 100 |
|
|
2024
Q1 | $224K | Buy |
+1,885
| New | +$224K | 0.18% | 100 |
|