Matthew Hamilton Rosenberg’s Atmos Energy ATO Stock Holding History

Matthew Hamilton Rosenberg’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
2026 Q2	$179K	Hold	1,039	–	–	0.03%	253
2026 Q1	$192K	Hold	1,039	–	–	0.04%	221
2025 Q4	$174K	Hold	1,039	–	–	0.04%	229
2025 Q3	$177K	Hold	1,039	–	–	0.04%	228
2025 Q2	$160K	Hold	1,039	–	–	0.04%	237
2025 Q1	$161K	Hold	1,039	–	–	0.04%	221
2024 Q4	$145K	Sell	1,039 -95	-8%	-$13.5K	0.04%	238
2024 Q3	$157K	Buy	1,134 +105	+10%	+$13.5K	0.04%	232
2024 Q2	$119K	Sell	1,029 -105	-9%	-$12.2K	0.04%	260
2024 Q1	$134K	Hold	1,134	–	–	0.04%	258
2023 Q4	$131K	Hold	1,134	–	–	0.04%	249
2023 Q3	$120K	Hold	1,134	–	–	0.04%	254
2023 Q2	$132K	Hold	1,134	–	–	0.04%	248
2023 Q1	$127K	Sell	1,134 -130	-10%	-$14.8K	0.04%	267
2022 Q4	$142K	Hold	1,264	–	–	0.05%	243
2022 Q3	$129K	Buy	1,264 +1	+0.1%	+$115	0.05%	234
2022 Q2	$145K	Buy	1,263 +1	+0.1%	+$115	0.05%	221
2022 Q1	$151K	Hold	1,262	–	–	0.05%	244
2021 Q4	$132K	Buy	1,262 +1	+0.1%	+$95	0.05%	255
2021 Q3	$111K	Buy	1,261 +26	+2%	+$2.51K	0.04%	267
2021 Q2	$119K	Hold	1,235	–	–	0.06%	232
2021 Q1	$122K	Buy	1,235 +276	+29%	+$25.1K	0.07%	219
2020 Q4	$92K	Hold	959	–	–	0.06%	234
2020 Q3	$92K	Hold	959	–	–	0.07%	221
2020 Q2	$95K	Hold	959	–	–	0.08%	200
2020 Q1	$96K	Buy	+959	New	+$105K	0.1%	131

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Matthew Hamilton Rosenberg's ATO Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Atmos Energy (ATO) position steady in Q2 2026 at 1,039 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #253.

Matthew Hamilton Rosenberg first reported a position in ATO in Q1 2020 and has held it in 26 quarters since. The position peaked at $192K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Matthew Hamilton Rosenberg held 1,039 shares of Atmos Energy worth $179K as of Q2 2026.
Matthew Hamilton Rosenberg left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #253 holding.
Matthew Hamilton Rosenberg first reported a position in Atmos Energy in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's Atmos Energy position peaked at $192K in Q1 2026.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.