Ray Dalio
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Ray Dalio’s Atmos Energy ATO Stock Holding History

Ray Dalio’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
-40,244
Closed -$4.66M – 692
2023
Q4 		$4.66M Buy
+40,244
New +$4.5M 0.03% 375
2023
Q3 		– Sell
-4,840
Closed -$563K – 745
2023
Q2 		$563K Sell
4,840
-1,992
-29% -$231K ﹤0.01% 639
2023
Q1 		$768K Sell
6,832
-16,034
-70% -$1.82M ﹤0.01% 592
2022
Q4 		$2.56M Buy
22,866
+8,146
+55% +$896K 0.01% 490
2022
Q3 		$1.5M Sell
14,720
-8,841
-38% -$1.01M 0.01% 621
2022
Q2 		$2.64M Buy
23,561
+7,669
+48% +$879K 0.01% 618
2022
Q1 		$1.9M Buy
15,892
+8,420
+113% +$920K 0.01% 694
2021
Q4 		$783K Sell
7,472
-3,200
-30% -$303K ﹤0.01% 612
2021
Q3 		$941K Buy
10,672
+355
+3% +$34.3K 0.01% 522
2021
Q2 		$992K Buy
+10,317
New +$1.03M 0.01% 588
2020
Q3 		– Sell
-2,098
Closed -$209K – 439
2020
Q2 		$209K Sell
2,098
-1,489
-42% -$150K ﹤0.01% 371
2020
Q1 		$356K Buy
+3,587
New +$394K 0.01% 326
2019
Q1 		– Sell
-8,869
Closed -$822K – 326
2018
Q4 		$822K Buy
+8,869
New +$848K 0.01% 357
2018
Q3 		– Sell
-3,900
Closed -$352K – 367
2018
Q2 		$352K Sell
3,900
-2,778
-42% -$240K ﹤0.01% 401
2018
Q1 		$563K Sell
6,678
-1,326
-17% -$108K 0.01% 378
2017
Q4 		$687K Buy
+8,004
New +$704K 0.01% 207

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 $3.37T AUM 44.26% 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
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's ATO Position: Q1 2024 in Review

Ray Dalio sold out of Atmos Energy (ATO) in Q1 2024, closing a stake of 40,244 shares — an estimated $4.66M sold.

Ray Dalio first reported a position in ATO in Q4 2017 and held it in 16 quarters. The position peaked at $4.66M in Q4 2023. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Ray Dalio reported no remaining Atmos Energy position as of Q1 2024 after selling out during the quarter.
  • Ray Dalio sold 40,244 Atmos Energy shares in Q1 2024, an estimated $4.66M.
  • Ray Dalio first reported a position in Atmos Energy in Q4 2017 and held it in 16 quarters.
  • Ray Dalio's Atmos Energy position peaked at $4.66M in Q4 2023.
  • 732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Bridgewater Associates's 13F filing for Q1 2024, filed 14 May 2024.