Ae Wealth Management LLC Atmos Energy Corp Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	BUY	$102.76 - $116.85 $12,639 - $14,372	123 Added 4.49%	2,865 $332,000
Q3 2023 Oct 11, 2023	BUY	$105.91 - $124.41 $51,789 - $60,836	489 Added 21.7%	2,742 $290,000
Q2 2023 Jul 10, 2023	BUY	$111.11 - $119.31 $33,110 - $35,554	298 Added 15.24%	2,253 $262,000
Q1 2023 Apr 14, 2023	SELL	$106.52 - $119.55 $25,671 - $28,811	-241 Reduced 10.97%	1,955 $219,000
Q4 2022 Jan 31, 2023	SELL	$98.11 - $120.16 $7,260 - $8,891	-74 Reduced 3.26%	2,196 $246,000
Q3 2022 Oct 25, 2022	SELL	$101.85 - $121.39 $169,478 - $201,992	-1,664 Reduced 42.3%	2,270 $231,000
Q2 2022 Aug 03, 2022	BUY	$103.51 - $122.69 $135,598 - $160,723	1,310 Added 49.92%	3,934 $441,000
Q1 2022 Apr 18, 2022	BUY	$102.32 - $120.37 $61,289 - $72,101	599 Added 29.58%	2,624 $314,000
Q4 2021 Jan 20, 2022	BUY	$88.78 - $104.83 $179,779 - $212,280	2,025 New	2,025 $212,000
Q3 2021 Nov 01, 2021	SELL	$86.69 - $101.47 $299,340 - $350,375	-3,453 Closed	0 $0
Q2 2021 Jul 21, 2021	SELL	$96.11 - $104.59 $18,260 - $19,872	-190 Reduced 5.22%	3,453 $332,000
Q1 2021 Apr 27, 2021	SELL	$84.61 - $98.89 $60,326 - $70,508	-713 Reduced 16.37%	3,643 $360,000
Q4 2020 Feb 01, 2021	BUY	$91.67 - $102.45 $144,288 - $161,256	1,574 Added 56.58%	4,356 $416,000
Q3 2020 Nov 06, 2020	BUY	$92.0 - $106.04 $1,840 - $2,120	20 Added 0.72%	2,782 $266,000
Q2 2020 Aug 05, 2020	SELL	$94.16 - $110.7 $62,145 - $73,062	-660 Reduced 19.29%	2,762 $275,000
Q1 2020 May 07, 2020	SELL	$80.5 - $120.57 $90,401 - $135,400	-1,123 Reduced 24.71%	3,422 $340,000
Q4 2019 Jan 15, 2020	BUY	$105.47 - $113.42 $25,629 - $27,561	243 Added 5.65%	4,545 $508,000
Q3 2019 Nov 05, 2019	SELL	$105.27 - $114.65 $34,633 - $37,719	-329 Reduced 7.1%	4,302 $490,000
Q2 2019 Jul 22, 2019	BUY	$99.07 - $107.93 $221,322 - $241,115	2,234 Added 93.2%	4,631 $489,000
Q1 2019 May 14, 2019	SELL	$89.85 - $103.72 $11,231 - $12,965	-125 Reduced 4.96%	2,397 $247,000
Q4 2018 Feb 15, 2019	BUY	$89.33 - $99.5 $225,290 - $250,939	2,522 New	2,522 $234,000

Others Institutions Holding ATO

# of Institutions

804

Shares Held

150M

Call Options Held

187K

Put Options Held

17.9K

Vanguard Group Inc Valley Forge, PA

20.1M
Shares

$2.81 Billion
0.05% of portfolio
Wellington Management Group LLP Boston, MA

13.7M
Shares

$1.92 Billion
0.34% of portfolio
Black Rock Inc. New York, NY

13.2M
Shares

$1.85 Billion
0.04% of portfolio
State Street Corp Boston, MA

10.8M
Shares

$1.51 Billion
0.06% of portfolio
Price T Rowe Associates Inc Baltimore, MD

8.74M
Shares

$1.22 Billion
0.14% of portfolio

View Full List

About ATMOS ENERGY CORP

Ticker ATO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 139,892,000
Market Cap $19.6B
Description
Atmos Energy Corporation, together with its subsidiaries, engages in the regulated natural gas distribution, and pipeline and storage businesses in the United States. It operates through two segments, Distribution, and Pipeline and Storage. The Distribution segment is involved in the regulated natural gas distribution and related sales operation...

More about ATO

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