MV Capital Management’s Atmos Energy ATO Stock Holding History

MV Capital 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 Q2	$23.4K	Sell	136 -5	-4%	-$895	﹤0.01%	433
2026 Q1	$26K	Buy	141 +3	+2%	+$530	﹤0.01%	408
2025 Q4	$23.1K	Hold	138	–	–	﹤0.01%	423
2025 Q3	$23.6K	Hold	138	–	–	﹤0.01%	422
2025 Q2	$21.3K	Sell	138 -13	-9%	-$2.02K	﹤0.01%	433
2025 Q1	$23.3K	Hold	151	–	–	﹤0.01%	415
2024 Q4	$21K	Hold	151	–	–	﹤0.01%	415
2024 Q3	$20.9K	Buy	151 +36	+31%	+$4.63K	﹤0.01%	425
2024 Q2	$13.4K	Buy	115 +5	+5%	+$583	﹤0.01%	488
2024 Q1	$13.1K	Buy	110 +1	+0.9%	+$115	﹤0.01%	489
2023 Q4	$12.6K	Buy	109 +14	+15%	+$1.56K	﹤0.01%	495
2023 Q3	$10.1K	Buy	95 +9	+10%	+$1.05K	﹤0.01%	496
2023 Q2	$10K	Buy	86 +3	+4%	+$347	﹤0.01%	514
2023 Q1	$9.33K	Sell	83 -15	-15%	-$1.71K	﹤0.01%	519
2022 Q4	$11K	Buy	98 +22	+29%	+$2.42K	﹤0.01%	447
2022 Q3	$8K	Buy	76 +4	+6%	+$458	﹤0.01%	486
2022 Q2	$8K	Sell	72 -4	-5%	-$458	﹤0.01%	472
2022 Q1	$9K	Hold	76	–	–	﹤0.01%	487
2021 Q4	$8K	Buy	76 +42	+124%	+$3.98K	﹤0.01%	493
2021 Q3	$3K	Sell	34 -15	-31%	-$1.45K	﹤0.01%	633
2021 Q2	$5K	Buy	49 +42	+600%	+$4.21K	﹤0.01%	485
2021 Q1	$1K	Buy	+7	New	+$637	﹤0.01%	331

Other funds holding ATO

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

MV Capital Management's ATO Position: Q2 2026 in Review

MV Capital Management reduced its Atmos Energy (ATO) stake by 3.5% in Q2 2026, selling an estimated $895 and leaving 136 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #433.

MV Capital Management first reported a position in ATO in Q1 2021 and has held it in 22 quarters since. The position peaked at $26K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

MV Capital Management held 136 shares of Atmos Energy worth $23.4K as of Q2 2026.
MV Capital Management sold 5 Atmos Energy shares in Q2 2026, an estimated $895.
Atmos Energy made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #433 holding.
MV Capital Management first reported a position in Atmos Energy in Q1 2021 and has held it in 22 quarters since.
MV Capital Management's Atmos Energy position peaked at $26K in Q1 2026.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.