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Principal Street Partners’s Atmos Energy ATO Stock Holding History

Principal Street Partners’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
2023
Q3 		– Sell
-2,026
Closed -$236K – 212
2023
Q2 		$236K Sell
2,026
-1,496
-42% -$173K 0.06% 194
2023
Q1 		$396K Sell
3,522
-92
-3% -$10.5K 0.1% 144
2022
Q4 		$405K Sell
3,614
-75
-2% -$8.25K 0.1% 138
2022
Q3 		$375K Buy
+3,689
New +$423K 0.1% 138

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Principal Street Partners's ATO Position: Q3 2023 in Review

Principal Street Partners sold out of Atmos Energy (ATO) in Q3 2023, closing a stake of 2,026 shares — an estimated $236K sold.

Principal Street Partners first reported a position in ATO in Q3 2022 and held it in 4 quarters. The position peaked at $405K in Q4 2022. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

  • Principal Street Partners reported no remaining Atmos Energy position as of Q3 2023 after selling out during the quarter.
  • Principal Street Partners sold 2,026 Atmos Energy shares in Q3 2023, an estimated $236K.
  • Principal Street Partners first reported a position in Atmos Energy in Q3 2022 and held it in 4 quarters.
  • Principal Street Partners's Atmos Energy position peaked at $405K in Q4 2022.
  • 666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Principal Street Partners's 13F filing for Q3 2023, filed 1 Nov 2023.