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Tortoise Index Solutions’s Atmos Energy ATO Stock Holding History

Tortoise Index Solutions’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
Q1 		$19.4M Sell
162,817
-21,300
-12% -$2.44M 3.9% 10
2023
Q4 		$21.3M Buy
184,117
+8,739
+5% +$977K 3.97% 11
2023
Q3 		$18.6M Buy
175,378
+8,501
+5% +$992K 3.86% 11
2023
Q2 		$19.4M Sell
166,877
-20,793
-11% -$2.41M 3.96% 10
2023
Q1 		$21.1M Sell
187,670
-10,695
-5% -$1.22M 4.02% 8
2022
Q4 		$114K Buy
198,365
+6,677
+3% +$734K 0.02% 65
2022
Q3 		$19.5M Sell
191,688
-18,361
-9% -$2.1M 3.79% 10
2022
Q2 		$23.5M Buy
210,049
+23,364
+13% +$2.68M 4.44% 7
2022
Q1 		$22.3M Buy
186,685
+3,380
+2% +$369K 4.02% 10
2021
Q4 		$19.2M Buy
183,305
+16,874
+10% +$1.6M 4.23% 7
2021
Q3 		$14.7M Sell
166,431
-35,837
-18% -$3.47M 3.49% 12
2021
Q2 		$19.4M Buy
202,268
+12,845
+7% +$1.29M 4.07% 12
2021
Q1 		$18.7M Buy
189,423
+31,587
+20% +$2.88M 4.5% 7
2020
Q4 		$15.1M Buy
157,836
+36,995
+31% +$3.57M 4.25% 9
2020
Q3 		$11.6M Sell
120,841
-6,804
-5% -$679K 4.44% 7
2020
Q2 		$12.7M Buy
127,645
+11,972
+10% +$1.21M 4.43% 8
2020
Q1 		$11.5M Sell
115,673
-60,082
-34% -$6.61M 4.69% 6
2019
Q4 		$19.7M Buy
175,755
+39,590
+29% +$4.34M 4.25% 9
2019
Q3 		$15.5M Buy
136,165
+8,226
+6% +$899K 4.67% 9
2019
Q2 		$13.5M Sell
127,939
-1,640
-1% -$168K 3.99% 10
2019
Q1 		$13.3M Buy
129,579
+519
+0.4% +$50.6K 3.97% 10
2018
Q4 		$12M Buy
129,060
+66,935
+108% +$6.4M 4.55% 9
2018
Q3 		$5.83M Buy
62,125
+3,939
+7% +$364K 3.82% 10
2018
Q2 		$5.25M Buy
58,186
+6,081
+12% +$526K 3.75% 10
2018
Q1 		$4.39M Buy
52,105
+4,584
+10% +$373K 4.05% 10
2017
Q4 		$4.08M Buy
+47,521
New +$4.18M 3.64% 10
2015
Q3 		$475K Buy
8,158
+138
+2% +$7.58K 2.34% 12
2015
Q2 		$411K Buy
+8,020
New +$430K 1.86% 15

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tortoise Index Solutions's ATO Position: Q1 2024 in Review

Tortoise Index Solutions reduced its Atmos Energy (ATO) stake by 12% in Q1 2024, selling an estimated $2.44M and leaving 162,817 shares worth $19.4M. The position accounts for 3.9% of the portfolio, ranked #10.

Tortoise Index Solutions first reported a position in ATO in Q2 2015 and has held it in 28 quarters since. The position peaked at $23.5M in Q2 2022. 732 funds tracked by Wall St. Rank hold ATO as of Q1 2024.

  • Tortoise Index Solutions held 162,817 shares of Atmos Energy worth $19.4M as of Q1 2024.
  • Tortoise Index Solutions sold 21,300 Atmos Energy shares in Q1 2024, an estimated $2.44M.
  • Atmos Energy made up 3.9% of Tortoise Index Solutions's portfolio in Q1 2024, its #10 holding.
  • Tortoise Index Solutions first reported a position in Atmos Energy in Q2 2015 and has held it in 28 quarters since.
  • Tortoise Index Solutions's Atmos Energy position peaked at $23.5M in Q2 2022.
  • 732 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2024.

Based on Tortoise Index Solutions's 13F filing for Q1 2024, filed 10 May 2024.