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PSI Advisors’s Atmos Energy ATO Stock Holding History

PSI 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
2025
Q1 		– Sell
-191
Closed -$26.6K – 762
2024
Q4 		$26.6K Hold
191
– – 0.01% 369
2024
Q3 		$26.5K Hold
191
– – 0.01% 371
2024
Q2 		$22.3K Hold
191
– – 0.01% 385
2024
Q1 		$22.7K Hold
191
– – 0.01% 374
2023
Q4 		$22.1K Hold
191
– – 0.01% 393
2023
Q3 		$20.2K Hold
191
– – 0.01% 386
2023
Q2 		$22.2K Hold
191
– – 0.01% 376
2023
Q1 		$21.5K Sell
191
-400
-68% -$45.5K 0.01% 327
2022
Q4 		$66.2K Hold
591
– – 0.04% 189
2022
Q3 		$60K Sell
591
-135
-19% -$15.5K 0.03% 202
2022
Q2 		$81K Hold
726
– – 0.04% 191
2022
Q1 		$87K Hold
726
– – 0.04% 210
2021
Q4 		$76K Hold
726
– – 0.03% 232
2021
Q3 		$64K Buy
+726
New +$70.2K 0.03% 253
2020
Q1 		– Sell
-726
Closed -$81K – 143
2019
Q4 		$81K Buy
+726
New +$79.6K 0.05% 212

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return