CFO
ATO icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Callan Family Office's ATO Position: Q1 2026 in Review

Callan Family Office reduced its Atmos Energy (ATO) stake by 7.6% in Q1 2026, selling an estimated $131K and leaving 8,967 shares worth $1.66M. The position accounts for 0.04% of the portfolio, ranked #405.

Callan Family Office first reported a position in ATO in Q4 2024 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Callan Family Office held 8,967 shares of Atmos Energy worth $1.66M as of Q1 2026.
  • Callan Family Office sold 742 Atmos Energy shares in Q1 2026, an estimated $131K.
  • Atmos Energy made up 0.04% of Callan Family Office's portfolio in Q1 2026, its #405 holding.
  • Callan Family Office first reported a position in Atmos Energy in Q4 2024 and has held it in 5 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.