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WR Wealth Planners’s Atmos Energy ATO Stock Holding History

WR Wealth Planners’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 		$26.7K Hold
192
– – 0.01% 415
2024
Q3 		$26.6K Hold
192
– – 0.01% 437
2024
Q2 		$22.4K Sell
192
-192
-50% -$22.4K 0.01% 428
2024
Q1 		$45.6K Buy
+384
New +$44K 0.01% 347
2023
Q4 		– Sell
-384
Closed -$40.7K – 227
2023
Q3 		$40.7K Hold
384
– – 0.02% 344
2023
Q2 		$44.7K Sell
384
-192
-33% -$22.2K 0.02% 333
2023
Q1 		$64.7K Buy
+576
New +$65.5K 0.03% 288

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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

WR Wealth Planners's ATO Position: Q4 2024 in Review

WR Wealth Planners held its Atmos Energy (ATO) position steady in Q4 2024 at 192 shares worth $26.7K. The position accounts for 0.01% of the portfolio, ranked #415.

WR Wealth Planners first reported a position in ATO in Q1 2023 and has held it in 7 quarters since. The position peaked at $64.7K in Q1 2023. 817 funds tracked by Wall St. Rank hold ATO as of Q4 2024.

  • WR Wealth Planners held 192 shares of Atmos Energy worth $26.7K as of Q4 2024.
  • WR Wealth Planners left its Atmos Energy share count unchanged in Q4 2024.
  • Atmos Energy made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #415 holding.
  • WR Wealth Planners first reported a position in Atmos Energy in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Atmos Energy position peaked at $64.7K in Q1 2023.
  • 817 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.