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Coldstream Capital Management’s Atmos Energy ATO Stock Holding History

Coldstream Capital Management’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 		$874K Buy
5,071
+717
+16% +$128K 0.01% 525
2026
Q1 		$804K Sell
4,354
-30
-0.7% -$5.3K 0.01% 525
2025
Q4 		$735K Buy
4,384
+134
+3% +$23.2K 0.01% 554
2025
Q3 		$726K Buy
4,250
+246
+6% +$39.7K 0.01% 572
2025
Q2 		$617K Buy
4,004
+99
+3% +$15.4K 0.01% 570
2025
Q1 		$604K Buy
3,905
+43
+1% +$6.27K 0.01% 525
2024
Q4 		$538K Buy
3,862
+146
+4% +$20.8K 0.01% 582
2024
Q3 		$516K Buy
3,716
+104
+3% +$13.4K 0.01% 599
2024
Q2 		$421K Sell
3,612
-13
-0.4% -$1.51K 0.01% 617
2024
Q1 		$431K Sell
3,625
-41
-1% -$4.7K 0.01% 617
2023
Q4 		$425K Buy
3,666
+34
+0.9% +$3.8K 0.01% 570
2023
Q3 		$385K Buy
3,632
+30
+0.8% +$3.5K 0.01% 526
2023
Q2 		$419K Buy
3,602
+1,624
+82% +$188K 0.01% 507
2023
Q1 		$222K Buy
1,978
+144
+8% +$16.4K 0.01% 742
2022
Q4 		$206K Buy
+1,834
New +$202K 0.01% 758
2021
Q4 		– Sell
-8,812
Closed -$842K – 840
2021
Q3 		$842K Buy
+8,812
New +$852K 0.04% 196
2021
Q1 		– Sell
-10,949
Closed -$1.04M – 443
2020
Q4 		$1.04M Buy
10,949
+2,454
+29% +$237K 0.06% 160
2020
Q3 		$812K Sell
8,495
-211
-2% -$21.1K 0.07% 157
2020
Q2 		$867K Sell
8,706
-661
-7% -$66.7K 0.08% 148
2020
Q1 		$929K Sell
9,367
-186
-2% -$20.5K 0.1% 105
2019
Q4 		$1.07M Sell
9,553
-165
-2% -$18.1K 0.09% 127
2019
Q3 		$1.11M Sell
9,718
-192
-2% -$21K 0.09% 125
2019
Q2 		$1.05M Sell
9,910
-209
-2% -$21.4K 0.09% 130
2019
Q1 		$1.04M Buy
+10,119
New +$986K 0.09% 128

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Coldstream Capital Management's ATO Position: Q2 2026 in Review

Coldstream Capital Management increased its Atmos Energy (ATO) stake by 16% in Q2 2026, buying an estimated $128K and bringing the position to 5,071 shares worth $874K. The position accounts for 0.01% of the portfolio, ranked #525.

Coldstream Capital Management first reported a position in ATO in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.11M in Q3 2019. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Coldstream Capital Management held 5,071 shares of Atmos Energy worth $874K as of Q2 2026.
  • Coldstream Capital Management bought 717 Atmos Energy shares in Q2 2026, an estimated $128K.
  • Atmos Energy made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #525 holding.
  • Coldstream Capital Management first reported a position in Atmos Energy in Q1 2019 and has held it in 24 quarters since.
  • Coldstream Capital Management's Atmos Energy position peaked at $1.11M in Q3 2019.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.