MV Capital Management
ATO icon

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
Q3 		$21.6K Buy
138
+2
+1% +$339 ﹤0.01% 444
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% +$4.62K ﹤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
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

MV Capital Management's ATO Position: Q3 2026 in Review

MV Capital Management increased its Atmos Energy (ATO) stake by 1.5% in Q3 2026, buying an estimated $339 and bringing the position to 138 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

MV Capital Management first reported a position in ATO in Q1 2021 and has held it in 23 quarters since. The position peaked at $26K in Q1 2026. 891 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • MV Capital Management held 138 shares of Atmos Energy worth $21.6K as of Q3 2026.
  • MV Capital Management bought 2 Atmos Energy shares in Q3 2026, an estimated $339.
  • Atmos Energy made up ﹤0.01% of MV Capital Management's portfolio in Q3 2026, its #444 holding.
  • MV Capital Management first reported a position in Atmos Energy in Q1 2021 and has held it in 23 quarters since.
  • MV Capital Management's Atmos Energy position peaked at $26K in Q1 2026.
  • 891 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on MV Capital Management's 13F filing for Q3 2026, filed 29 Oct 2026.