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
Q2
$1.07M Sell
6,210
-878
-12% -$157K 0.07% 222
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 0.1% 190

Other funds holding ATO

Coastal Bridge Advisors's ATO Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Atmos Energy (ATO) stake by 12% in Q2 2026, selling an estimated $157K and leaving 6,210 shares worth $1.07M. The position accounts for 0.07% of the portfolio, ranked #222.

Coastal Bridge Advisors first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.31M in Q1 2026. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Coastal Bridge Advisors held 6,210 shares of Atmos Energy worth $1.07M as of Q2 2026.
  • Coastal Bridge Advisors sold 878 Atmos Energy shares in Q2 2026, an estimated $157K.
  • Atmos Energy made up 0.07% of Coastal Bridge Advisors's portfolio in Q2 2026, its #222 holding.
  • Coastal Bridge Advisors first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Coastal Bridge Advisors's Atmos Energy position peaked at $1.31M in Q1 2026.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.