MHR
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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
Q3 		$163K Hold
1,039
– – 0.03% 267
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BST
Bath Savings Trust Bath, Maine $966M AUM 9.35% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM

Matthew Hamilton Rosenberg's ATO Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Atmos Energy (ATO) position steady in Q3 2026 at 1,039 shares worth $163K. The position accounts for 0.03% of the portfolio, ranked #267.

Matthew Hamilton Rosenberg first reported a position in ATO in Q1 2020 and has held it in 27 quarters since. The position peaked at $192K in Q1 2026. 27 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Matthew Hamilton Rosenberg held 1,039 shares of Atmos Energy worth $163K as of Q3 2026.
  • Matthew Hamilton Rosenberg left its Atmos Energy share count unchanged in Q3 2026.
  • Atmos Energy made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #267 holding.
  • Matthew Hamilton Rosenberg first reported a position in Atmos Energy in Q1 2020 and has held it in 27 quarters since.
  • Matthew Hamilton Rosenberg's Atmos Energy position peaked at $192K in Q1 2026.
  • 27 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.