Caldwell Trust
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Caldwell Trust’s Atmos Energy ATO Stock Holding History

Caldwell Trust’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 		$22.8K Sell
146
-2
-1% -$339 ﹤0.01% 587
2026
Q2 		$25.5K Sell
148
-147
-50% -$26.3K ﹤0.01% 573
2026
Q1 		$54.5K Hold
295
– – ﹤0.01% 481
2025
Q4 		$49.5K Buy
+295
New +$51K ﹤0.01% 487

Other funds holding ATO

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Caldwell Trust's ATO Position: Q3 2026 in Review

Caldwell Trust reduced its Atmos Energy (ATO) stake by 1.4% in Q3 2026, selling an estimated $339 and leaving 146 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #587.

Caldwell Trust first reported a position in ATO in Q4 2025 and has held it in 4 quarters since. The position peaked at $54.5K in Q1 2026. 642 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

  • Caldwell Trust held 146 shares of Atmos Energy worth $22.8K as of Q3 2026.
  • Caldwell Trust sold 2 Atmos Energy shares in Q3 2026, an estimated $339.
  • Atmos Energy made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #587 holding.
  • Caldwell Trust first reported a position in Atmos Energy in Q4 2025 and has held it in 4 quarters since.
  • Caldwell Trust's Atmos Energy position peaked at $54.5K in Q1 2026.
  • 642 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.