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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
Q3 		– Sell
-30
Closed -$5.17K – 394
2026
Q2 		$5.17K Hold
30
– – ﹤0.01% 342
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Morse Asset Management's ATO Position: Q3 2026 in Review

Morse Asset Management sold out of Atmos Energy (ATO) in Q3 2026, closing a stake of 30 shares — an estimated $5.17K sold.

Morse Asset Management first reported a position in ATO in Q3 2025 and held it in 4 quarters. The position peaked at $15.4K in Q4 2025. 891 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Morse Asset Management reported no remaining Atmos Energy position as of Q3 2026 after selling out during the quarter.
  • Morse Asset Management sold 30 Atmos Energy shares in Q3 2026, an estimated $5.17K.
  • Morse Asset Management first reported a position in Atmos Energy in Q3 2025 and held it in 4 quarters.
  • Morse Asset Management's Atmos Energy position peaked at $15.4K in Q4 2025.
  • 891 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Morse Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.