Steward Financial Group’s Atmos Energy ATO Stock Holding History

Steward Financial Group’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
2023 Q3	$4K	Buy	+40	New	+$4.67K	﹤0.01%	681
2023 Q2	–	Sell	-42	Closed	-$4K	–	469
2023 Q1	$4K	Buy	42 +24	+133%	+$2.73K	﹤0.01%	343
2022 Q4	$2K	Buy	+18	New	+$1.98K	﹤0.01%	305
2022 Q3	–	Sell	-9	Closed	-$1K	–	151
2022 Q2	$1K	Buy	+9	New	+$1.03K	﹤0.01%	655
2022 Q1	–	Sell	-2	Closed	–	–	316
2021 Q4	$0	Buy	+2	New	+$190	﹤0.01%	260

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

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Financial Group's ATO Position: Q3 2023 in Review

Steward Financial Group opened a new position in Atmos Energy (ATO) in Q3 2023: 40 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #681 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in ATO as recently as Q1 2023.

Steward Financial Group first reported a position in ATO in Q4 2021 and has held it in 5 quarters since. 666 funds tracked by Wall St. Rank hold ATO as of Q3 2023.

Steward Financial Group held 40 shares of Atmos Energy worth $4K as of Q3 2023.
Atmos Energy was a new Steward Financial Group position in Q3 2023.
Atmos Energy made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #681 holding.
Steward Financial Group first reported a position in Atmos Energy in Q4 2021 and has held it in 5 quarters since.
666 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.