Callan Family Office’s Atmos Energy ATO Stock Holding History

Callan Family Office’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	$1.24M	Sell	7,185 -1,782	-20%	-$319K	0.02%	540
2026 Q1	$1.66M	Sell	8,967 -742	-8%	-$131K	0.04%	405
2025 Q4	$1.63M	Buy	9,709 +5,158	+113%	+$892K	0.04%	403
2025 Q3	$777K	Sell	4,551 -182	-4%	-$29.4K	0.02%	423
2025 Q2	$729K	Buy	+4,733	New	+$735K	0.02%	472
2025 Q1	–	Sell	-2,824	Closed	-$393K	–	554
2024 Q4	$393K	Buy	+2,824	New	+$402K	0.03%	422

Other funds holding ATO

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Callan Family Office's ATO Position: Q2 2026 in Review

Callan Family Office reduced its Atmos Energy (ATO) stake by 20% in Q2 2026, selling an estimated $319K and leaving 7,185 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #540.

Callan Family Office first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.66M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Callan Family Office held 7,185 shares of Atmos Energy worth $1.24M as of Q2 2026.
Callan Family Office sold 1,782 Atmos Energy shares in Q2 2026, an estimated $319K.
Atmos Energy made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #540 holding.
Callan Family Office first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
Callan Family Office's Atmos Energy position peaked at $1.66M in Q1 2026.
1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.