MAM
ATO icon

Morse Asset Management’s Atmos Energy ATO Stock Holding History

Morse Asset 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
Q1 		$5.54K Sell
30
-62
-67% -$11K ﹤0.01% 325
2025
Q4 		$15.4K Buy
92
+67
+268% +$11.6K ﹤0.01% 264
2025
Q3 		$4.27K Buy
+25
New +$4.04K ﹤0.01% 307

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Morse Asset Management's ATO Position: Q1 2026 in Review

Morse Asset Management reduced its Atmos Energy (ATO) stake by 67% in Q1 2026, selling an estimated $11K and leaving 30 shares worth $5.54K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Morse Asset Management first reported a position in ATO in Q3 2025 and has held it in 3 quarters since. The position peaked at $15.4K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Morse Asset Management held 30 shares of Atmos Energy worth $5.54K as of Q1 2026.
  • Morse Asset Management sold 62 Atmos Energy shares in Q1 2026, an estimated $11K.
  • Atmos Energy made up ﹤0.01% of Morse Asset Management's portfolio in Q1 2026, its #325 holding.
  • Morse Asset Management first reported a position in Atmos Energy in Q3 2025 and has held it in 3 quarters since.
  • Morse Asset Management's Atmos Energy position peaked at $15.4K in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Morse Asset Management's 13F filing for Q1 2026, filed 14 May 2026.