Regent Investment Management’s Atmos Energy ATO Stock Holding History

Regent Investment Management’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
2022 Q4	$448K	Hold	4,000	–	–	0.12%	142
2022 Q3	$407K	Sell	4,000 -400	-9%	-$45.8K	0.12%	140
2022 Q2	$493K	Sell	4,400 -400	-8%	-$45.8K	0.14%	128
2022 Q1	$574K	Sell	4,800 -200	-4%	-$21.8K	0.13%	131
2021 Q4	$524K	Hold	5,000	–	–	0.11%	140
2021 Q3	$441K	Hold	5,000	–	–	0.11%	151
2021 Q2	$481K	Hold	5,000	–	–	0.11%	144
2021 Q1	$494K	Hold	5,000	–	–	0.12%	133
2020 Q4	$477K	Hold	5,000	–	–	0.13%	127
2020 Q3	$478K	Hold	5,000	–	–	0.15%	119
2020 Q2	$498K	Buy	+5,000	New	+$504K	0.17%	115

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

Aristotle Capital Management

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

Wellington Management Group

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

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

American Century Companies

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

Geode Capital Management

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

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