Shelton Capital Management’s Atmos Energy ATO Stock Holding History

Shelton Capital 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
2021 Q4	–	Sell	-21,921	Closed	-$1.93M	–	847
2021 Q3	$1.93M	Sell	21,921 -50,600	-70%	-$4.89M	0.08%	230
2021 Q2	$6.97M	Buy	72,521 +69,301	+2,152%	+$6.95M	0.26%	87
2021 Q1	$318K	Buy	+3,220	New	+$293K	0.01%	535
2019 Q2	–	Sell	-800	Closed	-$7.77K	–	845
2019 Q1	$7.77K	Sell	800 -6,968	-90%	-$679K	0.03%	467
2018 Q4	$720K	Hold	7,768	–	–	0.05%	250
2018 Q3	$729K	Hold	7,768	–	–	0.04%	277
2018 Q2	$700K	Hold	7,768	–	–	0.04%	280
2018 Q1	$654K	Hold	7,768	–	–	0.04%	297
2017 Q4	$667K	Hold	7,768	–	–	0.04%	302
2017 Q3	$651K	Hold	7,768	–	–	0.04%	292
2017 Q2	$644K	Hold	7,768	–	–	0.05%	298
2017 Q1	$614K	Buy	7,768 +1,827	+31%	+$140K	0.04%	311
2016 Q4	$441K	Buy	+5,941	New	+$429K	0.03%	418
2016 Q3	–	Sell	-9,617	Closed	-$782K	–	786
2016 Q2	$782K	Hold	9,617	–	–	0.07%	250
2016 Q1	$714K	Hold	9,617	–	–	0.06%	267
2015 Q4	$606K	Hold	9,617	–	–	0.06%	296
2015 Q3	$560K	Hold	9,617	–	–	0.06%	314
2015 Q2	$493K	Hold	9,617	–	–	0.05%	370
2015 Q1	$532K	Sell	9,617 -548	-5%	-$30.2K	0.06%	365
2014 Q4	$567K	Hold	10,165	–	–	0.07%	316
2014 Q3	$485K	Hold	10,165	–	–	0.07%	347
2014 Q2	$543K	Hold	10,165	–	–	0.08%	311
2014 Q1	$479K	Hold	10,165	–	–	0.07%	343
2013 Q4	$462K	Hold	10,165	–	–	0.07%	345
2013 Q3	$433K	Hold	10,165	–	–	0.07%	343
2013 Q2	$417K	Buy	+10,165	New	+$433K	0.08%	333

Other funds holding ATO

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Shelton Capital Management's ATO Position: Q4 2021 in Review

Shelton Capital Management sold out of Atmos Energy (ATO) in Q4 2021, closing a stake of 21,921 shares — an estimated $1.93M sold.

Shelton Capital Management first reported a position in ATO in Q2 2013 and held it in 26 quarters. The position peaked at $6.97M in Q2 2021. 573 funds tracked by Wall St. Rank hold ATO as of Q4 2021.

Shelton Capital Management reported no remaining Atmos Energy position as of Q4 2021 after selling out during the quarter.
Shelton Capital Management sold 21,921 Atmos Energy shares in Q4 2021, an estimated $1.93M.
Shelton Capital Management first reported a position in Atmos Energy in Q2 2013 and held it in 26 quarters.
Shelton Capital Management's Atmos Energy position peaked at $6.97M in Q2 2021.
573 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2021.

Based on Shelton Capital Management's 13F filing for Q4 2021, filed 11 Feb 2022.