Coastal Bridge Advisors’s Atmos Energy ATO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.31M Sell
7,088
-21
-0.3% -$3.71K 0.09% 196
2025
Q4
$1.19M Sell
7,109
-165
-2% -$28.5K 0.09% 198
2025
Q3
$1.24M Buy
7,274
+230
+3% +$37.1K 0.09% 194
2025
Q2
$1.09M Buy
7,044
+85
+1% +$13.2K 0.09% 201
2025
Q1
$1.08M Buy
+6,959
New +$1.02M 0.27% 96

Other funds holding ATO

Coastal Bridge Advisors's ATO Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Atmos Energy (ATO) stake by 0.3% in Q1 2026, selling an estimated $3.71K and leaving 7,088 shares worth $1.31M. The position accounts for 0.09% of the portfolio, ranked #196.

Coastal Bridge Advisors first reported a position in ATO in Q1 2025 and has held it in 5 quarters since. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Coastal Bridge Advisors held 7,088 shares of Atmos Energy worth $1.31M as of Q1 2026.
  • Coastal Bridge Advisors sold 21 Atmos Energy shares in Q1 2026, an estimated $3.71K.
  • Atmos Energy made up 0.09% of Coastal Bridge Advisors's portfolio in Q1 2026, its #196 holding.
  • Coastal Bridge Advisors first reported a position in Atmos Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.