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MGB Wealth Management’s Atmos Energy ATO Stock Holding History

MGB Wealth Management’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
Q4 		$342K Hold
2,031
– – 0.1% 165
2025
Q3 		$345K Sell
2,031
-666
-25% -$108K 0.1% 166
2025
Q2 		$412K Hold
2,697
– – 0.14% 142
2025
Q1 		$412K Hold
2,697
– – 0.15% 136
2024
Q4 		$375K Buy
2,697
+194
+8% +$27.6K 0.12% 141
2024
Q3 		$345K Hold
2,503
– – 0.13% 148
2024
Q2 		$301K Sell
2,503
-2
-0.1% -$233 0.11% 151
2024
Q1 		$298K Hold
2,505
– – 0.12% 153
2023
Q4 		$290K Buy
+2,505
New +$280K 0.15% 146

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MGB Wealth Management's ATO Position: Q4 2025 in Review

MGB Wealth Management held its Atmos Energy (ATO) position steady in Q4 2025 at 2,031 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #165.

MGB Wealth Management first reported a position in ATO in Q4 2023 and has held it in 9 quarters since. The position peaked at $412K in Q1 2025. 976 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • MGB Wealth Management held 2,031 shares of Atmos Energy worth $342K as of Q4 2025.
  • MGB Wealth Management left its Atmos Energy share count unchanged in Q4 2025.
  • Atmos Energy made up 0.1% of MGB Wealth Management's portfolio in Q4 2025, its #165 holding.
  • MGB Wealth Management first reported a position in Atmos Energy in Q4 2023 and has held it in 9 quarters since.
  • MGB Wealth Management's Atmos Energy position peaked at $412K in Q1 2025.
  • 976 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.