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 Q1	$54.5K	Hold	295	–	–	﹤0.01%	481
2025 Q4	$49.5K	Buy	+295	New	+$51K	﹤0.01%	487

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Caldwell Trust's ATO Position: Q1 2026 in Review

Caldwell Trust held its Atmos Energy (ATO) position steady in Q1 2026 at 295 shares worth $54.5K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Caldwell Trust first reported a position in ATO in Q4 2025 and has held it in 2 quarters since. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Caldwell Trust held 295 shares of Atmos Energy worth $54.5K as of Q1 2026.
Caldwell Trust left its Atmos Energy share count unchanged in Q1 2026.
Atmos Energy made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #481 holding.
Caldwell Trust first reported a position in Atmos Energy in Q4 2025 and has held it in 2 quarters since.
1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.