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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's ATO Position: Q2 2026 in Review

Caldwell Trust reduced its Atmos Energy (ATO) stake by 50% in Q2 2026, selling an estimated $26.3K and leaving 148 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Caldwell Trust first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. The position peaked at $54.5K in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Caldwell Trust held 148 shares of Atmos Energy worth $25.5K as of Q2 2026.
  • Caldwell Trust sold 147 Atmos Energy shares in Q2 2026, an estimated $26.3K.
  • Atmos Energy made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #573 holding.
  • Caldwell Trust first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • Caldwell Trust's Atmos Energy position peaked at $54.5K in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.