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Shelton Wealth Management’s Atmos Energy ATO Stock Holding History

Shelton Wealth 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
2024
Q2 		– Sell
-2,535
Closed -$301K – 137
2024
Q1 		$301K Buy
+2,535
New +$291K 0.19% 103

Other funds holding ATO

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Shelton Wealth Management's ATO Position: Q2 2024 in Review

Shelton Wealth Management sold out of Atmos Energy (ATO) in Q2 2024, closing a stake of 2,535 shares — an estimated $301K sold.

Shelton Wealth Management first reported a position in ATO in Q1 2024 and held it in 1 quarter. The position peaked at $301K in Q1 2024. 734 funds tracked by Wall St. Rank hold ATO as of Q2 2024.

  • Shelton Wealth Management reported no remaining Atmos Energy position as of Q2 2024 after selling out during the quarter.
  • Shelton Wealth Management sold 2,535 Atmos Energy shares in Q2 2024, an estimated $301K.
  • Shelton Wealth Management first reported a position in Atmos Energy in Q1 2024 and held it in 1 quarter.
  • Shelton Wealth Management's Atmos Energy position peaked at $301K in Q1 2024.
  • 734 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2024.

Based on Shelton Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.