MSWM
ATO icon

Mowery & Schoenfeld Wealth Management’s Atmos Energy ATO Stock Holding History

Mowery & Schoenfeld Wealth 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 		$4.62K Hold
25
– – 0.01% 288
2025
Q4 		$4.19K Hold
25
– – 0.01% 340
2025
Q3 		$4.27K Hold
25
– – 0.01% 299
2025
Q2 		$3.85K Hold
25
– – 0.01% 294
2025
Q1 		$3.87K Sell
25
-3
-11% -$438 0.01% 344
2024
Q4 		$3.9K Buy
+28
New +$3.98K 0.01% 329

Other funds holding ATO

BlackRock
BlackRock New York $5.7T 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