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Moran Wealth Management’s Atmos Energy ATO Stock Holding History

Moran 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
2026
Q2 		$3.65M Sell
21,216
-493
-2% -$88.3K 0.1% 247
2026
Q1 		$4.01M Buy
21,709
+212
+1% +$37.5K 0.12% 227
2025
Q4 		$3.6M Buy
21,497
+117
+0.5% +$20.2K 0.11% 232
2025
Q3 		$3.65M Sell
21,380
-405
-2% -$65.4K 0.11% 219
2025
Q2 		$3.36M Buy
21,785
+533
+3% +$82.8K 0.1% 239
2025
Q1 		$3.29M Sell
21,252
-145,024
-87% -$21.2M 0.11% 231
2024
Q4 		$23.2M Buy
166,276
+18,025
+12% +$2.56M 0.74% 33
2024
Q3 		$20.6M Buy
148,251
+311
+0.2% +$40K 0.63% 46
2024
Q2 		$17.3M Buy
147,940
+2,083
+1% +$243K 0.57% 54
2024
Q1 		$17.3M Sell
145,857
-25,312
-15% -$2.9M 0.56% 54
2023
Q4 		$19.8M Sell
171,169
-28,585
-14% -$3.19M 0.71% 38
2023
Q3 		$21.2M Sell
199,754
-417
-0.2% -$48.7K 0.82% 28
2023
Q2 		$23.3M Sell
200,171
-3,826
-2% -$443K 0.87% 23
2023
Q1 		$22.9M Buy
203,997
+7,108
+4% +$808K 0.87% 25
2022
Q4 		$22.1M Buy
+196,889
New +$21.7M 0.84% 27

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Moran Wealth Management's ATO Position: Q2 2026 in Review

Moran Wealth Management reduced its Atmos Energy (ATO) stake by 2.3% in Q2 2026, selling an estimated $88.3K and leaving 21,216 shares worth $3.65M. The position accounts for 0.1% of the portfolio, ranked #247.

Moran Wealth Management first reported a position in ATO in Q4 2022 and has held it in 15 quarters since. The position peaked at $23.3M in Q2 2023. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Moran Wealth Management held 21,216 shares of Atmos Energy worth $3.65M as of Q2 2026.
  • Moran Wealth Management sold 493 Atmos Energy shares in Q2 2026, an estimated $88.3K.
  • Atmos Energy made up 0.1% of Moran Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Moran Wealth Management first reported a position in Atmos Energy in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Atmos Energy position peaked at $23.3M in Q2 2023.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.