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Stonegate Investment Group’s Atmos Energy ATO Stock Holding History

Stonegate Investment 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
2024
Q4 		– Sell
-1,605
Closed -$223K – 398
2024
Q3 		$223K Sell
1,605
-173
-10% -$22.2K 0.01% 327
2024
Q2 		$207K Buy
+1,778
New +$207K 0.01% 334
2022
Q4 		– Sell
-2,000
Closed -$204K – 342
2022
Q3 		$204K Hold
2,000
– – 0.01% 266
2022
Q2 		$224K Buy
+2,000
New +$229K 0.01% 261

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 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

Stonegate Investment Group's ATO Position: Q4 2024 in Review

Stonegate Investment Group sold out of Atmos Energy (ATO) in Q4 2024, closing a stake of 1,605 shares — an estimated $223K sold.

Stonegate Investment Group first reported a position in ATO in Q2 2022 and held it in 4 quarters. The position peaked at $224K in Q2 2022. 818 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • Stonegate Investment Group reported no remaining Atmos Energy position as of Q4 2024 after selling out during the quarter.
  • Stonegate Investment Group sold 1,605 Atmos Energy shares in Q4 2024, an estimated $223K.
  • Stonegate Investment Group first reported a position in Atmos Energy in Q2 2022 and held it in 4 quarters.
  • Stonegate Investment Group's Atmos Energy position peaked at $224K in Q2 2022.
  • 818 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on Stonegate Investment Group's 13F filing for Q4 2024, filed 22 Jan 2025.