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Morningstar Investment Management’s Atmos Energy ATO Stock Holding History

Morningstar Investment 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
Q1 		– Sell
-2,845
Closed -$396K – 87
2024
Q4 		$396K Hold
2,845
– – 0.03% 139
2024
Q3 		$399K Buy
+2,845
New +$366K 0.04% 149

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morningstar Investment Management's ATO Position: Q1 2025 in Review

Morningstar Investment Management sold out of Atmos Energy (ATO) in Q1 2025, closing a stake of 2,845 shares — an estimated $396K sold.

Morningstar Investment Management first reported a position in ATO in Q3 2024 and held it in 2 quarters. The position peaked at $399K in Q3 2024. 862 funds tracked by Wall St. Rank hold ATO as of Q1 2025.

  • Morningstar Investment Management reported no remaining Atmos Energy position as of Q1 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 2,845 Atmos Energy shares in Q1 2025, an estimated $396K.
  • Morningstar Investment Management first reported a position in Atmos Energy in Q3 2024 and held it in 2 quarters.
  • Morningstar Investment Management's Atmos Energy position peaked at $399K in Q3 2024.
  • 862 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2025.

Based on Morningstar Investment Management's 13F filing for Q1 2025, filed 7 May 2025.