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Calton & Associates’s Atmos Energy ATO Stock Holding History

Calton & Associates’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 		$865K Buy
+5,022
New +$899K 0.13% 149
2026
Q1 		– Sell
-5,262
Closed -$882K – 443
2025
Q4 		$882K Sell
5,262
-13
-0.2% -$2.25K 0.13% 155
2025
Q3 		$901K Buy
+5,275
New +$852K 0.14% 142
2023
Q3 		– Sell
-1,991
Closed -$232K – 112
2023
Q2 		$232K Sell
1,991
-609
-23% -$70.5K 0.11% 178
2023
Q1 		$292K Sell
2,600
-64
-2% -$7.28K 0.14% 153
2022
Q4 		$299K Sell
2,664
-8
-0.3% -$880 0.12% 196
2022
Q3 		$272K Buy
2,672
+47
+2% +$5.38K 0.16% 151
2022
Q2 		$294K Sell
2,625
-88
-3% -$10.1K 0.16% 157
2022
Q1 		$324K Buy
2,713
+5
+0.2% +$546 0.1% 232
2021
Q4 		$283K Buy
2,708
+24
+0.9% +$2.27K 0.08% 272
2021
Q3 		$236K Sell
2,684
-70
-3% -$6.77K 0.05% 341
2021
Q2 		$265K Sell
2,754
-31
-1% -$3.11K 0.05% 314
2021
Q1 		$275K Buy
+2,785
New +$253K 0.05% 302
2018
Q1 		– Sell
-64
Closed -$5K – 401
2017
Q4 		$5K Buy
+64
New +$5.63K ﹤0.01% 1232

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

Calton & Associates's ATO Position: Q2 2026 in Review

Calton & Associates opened a new position in Atmos Energy (ATO) in Q2 2026: 5,022 shares worth $865K. The stake represents 0.13% of the portfolio and ranks #149 among its holdings. This is a return to the name: Calton & Associates previously reported a position in ATO as recently as Q4 2025.

Calton & Associates first reported a position in ATO in Q4 2017 and has held it in 14 quarters since. The position peaked at $901K in Q3 2025. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Calton & Associates held 5,022 shares of Atmos Energy worth $865K as of Q2 2026.
  • Atmos Energy was a new Calton & Associates position in Q2 2026.
  • Atmos Energy made up 0.13% of Calton & Associates's portfolio in Q2 2026, its #149 holding.
  • Calton & Associates first reported a position in Atmos Energy in Q4 2017 and has held it in 14 quarters since.
  • Calton & Associates's Atmos Energy position peaked at $901K in Q3 2025.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.