Morton Brown Family Wealth’s Atmos Energy ATO Stock Holding History

Morton Brown Family Wealth’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	$517	Buy	+3	New	+$537	﹤0.01%	371

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Morton Brown Family Wealth's ATO Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Atmos Energy (ATO) in Q2 2026: 3 shares worth $517. The stake represents ﹤0.01% of the portfolio and ranks #371 among its holdings.

1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Morton Brown Family Wealth held 3 shares of Atmos Energy worth $517 as of Q2 2026.
Atmos Energy was a new Morton Brown Family Wealth position in Q2 2026.
Atmos Energy made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #371 holding.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.