MOTCO’s Atmos Energy ATO Stock Holding History

MOTCO’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	$238K	Hold	1,290	–	–	0.02%	194
2025 Q4	$216K	Hold	1,290	–	–	0.02%	200
2025 Q3	$220K	Hold	1,290	–	–	0.02%	203
2025 Q2	$201K	Hold	1,290	–	–	0.02%	195
2025 Q1	$199K	Sell	1,290 -100	-7%	-$14.6K	0.02%	185
2024 Q4	$194K	Hold	1,390	–	–	0.02%	189
2024 Q3	$193K	Hold	1,390	–	–	0.02%	205
2024 Q2	$162K	Hold	1,390	–	–	0.01%	294
2024 Q1	$165K	Hold	1,390	–	–	0.01%	292
2023 Q4	$161K	Hold	1,390	–	–	0.01%	264
2023 Q3	$147K	Hold	1,390	–	–	0.01%	259
2023 Q2	$162K	Hold	1,390	–	–	0.01%	247
2023 Q1	$156K	Hold	1,390	–	–	0.01%	244
2022 Q4	$156K	Hold	1,390	–	–	0.01%	246
2022 Q3	$142K	Sell	1,390 -90	-6%	-$10.3K	0.01%	250
2022 Q2	$166K	Sell	1,480 -90	-6%	-$10.3K	0.01%	247
2022 Q1	$188K	Buy	1,570 +510	+48%	+$55.7K	0.01%	244
2021 Q4	$111K	Sell	1,060 -165	-13%	-$15.6K	0.01%	284
2021 Q3	$108K	Hold	1,225	–	–	0.01%	279
2021 Q2	$118K	Hold	1,225	–	–	0.01%	284
2021 Q1	$121K	Hold	1,225	–	–	0.01%	274
2020 Q4	$117K	Hold	1,225	–	–	0.01%	284
2020 Q3	$117K	Hold	1,225	–	–	0.01%	262
2020 Q2	$122K	Buy	1,225 +500	+69%	+$50.4K	0.01%	243
2020 Q1	$72K	Sell	725 -90	-11%	-$9.9K	0.01%	277
2019 Q4	$91K	Hold	815	–	–	0.01%	276
2019 Q3	$93K	Hold	815	–	–	0.01%	276
2019 Q2	$86K	Hold	815	–	–	0.01%	297
2019 Q1	$84K	Hold	815	–	–	0.01%	276
2018 Q4	$76K	Hold	815	–	–	0.01%	280
2018 Q3	$77K	Hold	815	–	–	0.01%	289
2018 Q2	$73K	Hold	815	–	–	0.01%	283
2018 Q1	$69K	Hold	815	–	–	0.01%	297
2017 Q4	$70K	Sell	815 -490	-38%	-$43.1K	0.01%	281
2017 Q3	$109K	Hold	1,305	–	–	0.01%	235
2017 Q2	$108K	Hold	1,305	–	–	0.01%	242
2017 Q1	$103K	Sell	1,305 -755	-37%	-$57.9K	0.01%	228
2016 Q4	$153K	Hold	2,060	–	–	0.02%	198
2016 Q3	$153K	Sell	2,060 -270	-12%	-$20.8K	0.02%	201
2016 Q2	$189K	Sell	2,330 -169	-7%	-$12.5K	0.02%	186
2016 Q1	$186K	Buy	2,499 +2,000	+401%	+$137K	0.02%	184
2015 Q4	$31K	Buy	499 +355	+247%	+$21.8K	﹤0.01%	298
2015 Q3	$8K	Buy	+144	New	+$7.91K	﹤0.01%	470

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

MOTCO's ATO Position: Q1 2026 in Review

MOTCO held its Atmos Energy (ATO) position steady in Q1 2026 at 1,290 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #194.

MOTCO first reported a position in ATO in Q3 2015 and has held it in 43 quarters since. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

MOTCO held 1,290 shares of Atmos Energy worth $238K as of Q1 2026.
MOTCO left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up 0.02% of MOTCO's portfolio in Q1 2026, its #194 holding.
MOTCO first reported a position in Atmos Energy in Q3 2015 and has held it in 43 quarters since.
1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on MOTCO's 13F filing for Q1 2026, filed 22 Apr 2026.