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Unigestion Holding’s Atmos Energy ATO Stock Holding History

Unigestion Holding’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
2025
Q1 		$1.8M Buy
+11,664
New +$1.7M 0.11% 118
2024
Q2 		– Sell
-29,631
Closed -$3.52M – 143
2024
Q1 		$3.52M Buy
+29,631
New +$3.4M 0.17% 78
2023
Q4 		– Sell
-3,670
Closed -$389K – 150
2023
Q3 		$389K Hold
3,670
– – 0.02% 158
2023
Q2 		$425K Sell
3,670
-373
-9% -$43.2K 0.02% 192
2023
Q1 		$453K Buy
+4,043
New +$460K 0.02% 203
2022
Q2 		– Sell
-18,549
Closed -$2.23M – 179
2022
Q1 		$2.23M Buy
+18,549
New +$2.03M 0.1% 89
2021
Q4 		– Sell
-10,375
Closed -$915K – 182
2021
Q3 		$915K Buy
10,375
+786
+8% +$76K 0.04% 145
2021
Q2 		$924K Sell
9,589
-1,678
-15% -$168K 0.03% 170
2021
Q1 		$1.11M Buy
11,267
+2,415
+27% +$220K 0.04% 146
2020
Q4 		$844K Buy
+8,852
New +$854K 0.03% 153
2020
Q2 		– Sell
-2,060
Closed -$205K – 222
2020
Q1 		$205K Buy
+2,060
New +$227K 0.01% 241
2019
Q2 		– Sell
-181,615
Closed -$18.7M – 245
2019
Q1 		$18.7M Buy
181,615
+64,397
+55% +$6.28M 0.5% 69
2018
Q4 		$10.9M Sell
117,218
-15,598
-12% -$1.49M 0.27% 93
2018
Q3 		$12.5M Buy
132,816
+124,631
+1,523% +$11.5M 0.26% 107
2018
Q2 		$738K Buy
+8,185
New +$708K 0.01% 275

Other funds holding ATO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Unigestion Holding's ATO Position: Q1 2025 in Review

Unigestion Holding opened a new position in Atmos Energy (ATO) in Q1 2025: 11,664 shares worth $1.8M. The stake represents 0.11% of the portfolio and ranks #118 among its holdings. This is a return to the name: Unigestion Holding previously reported a position in ATO as recently as Q1 2024.

Unigestion Holding first reported a position in ATO in Q2 2018 and has held it in 15 quarters since. The position peaked at $18.7M in Q1 2019. 861 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Unigestion Holding held 11,664 shares of Atmos Energy worth $1.8M as of Q1 2025.
  • Atmos Energy was a new Unigestion Holding position in Q1 2025.
  • Atmos Energy made up 0.11% of Unigestion Holding's portfolio in Q1 2025, its #118 holding.
  • Unigestion Holding first reported a position in Atmos Energy in Q2 2018 and has held it in 15 quarters since.
  • Unigestion Holding's Atmos Energy position peaked at $18.7M in Q1 2019.
  • 861 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Unigestion Holding's 13F filing for Q1 2025, filed 10 Apr 2025.