Providence Capital Advisors’s Atmos Energy ATO Stock Holding History

Providence Capital Advisors’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 Q1	–	Sell	-200	Closed	-$23.2K	–	345
2023 Q4	$23.2K	Buy	+200	New	+$22.4K	0.01%	210
2022 Q1	–	Sell	-24	Closed	-$3K	–	460
2021 Q4	$3K	Hold	24	–	–	﹤0.01%	287
2021 Q3	$2K	Hold	24	–	–	﹤0.01%	281
2021 Q2	$2K	Hold	24	–	–	﹤0.01%	286
2021 Q1	$2K	Hold	24	–	–	﹤0.01%	255
2020 Q4	$2K	Hold	24	–	–	﹤0.01%	293
2020 Q3	$2K	Buy	+24	New	+$2.4K	﹤0.01%	196

Other funds holding ATO

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group

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

Aristotle Capital Management

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

Geode Capital Management

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return