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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
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 $3.37T AUM 44.26% 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 $484B AUM 34.9% 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 $1.88T AUM 44.46% 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 $717B AUM 35.42% 1-Year Est. Return

Coldstream Capital Management's ATO Position: Q1 2026 in Review

Coldstream Capital Management reduced its Atmos Energy (ATO) stake by 0.68% in Q1 2026, selling an estimated $5.3K and leaving 4,354 shares worth $804K. 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 23 quarters since. The position peaked at $1.11M in Q3 2019. 1,016 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Coldstream Capital Management held 4,354 shares of Atmos Energy worth $804K as of Q1 2026.
  • Coldstream Capital Management sold 30 Atmos Energy shares in Q1 2026, an estimated $5.3K.
  • Atmos Energy made up 0.01% of Coldstream Capital Management's portfolio in Q1 2026, its #525 holding.
  • Coldstream Capital Management first reported a position in Atmos Energy in Q1 2019 and has held it in 23 quarters since.
  • Coldstream Capital Management's Atmos Energy position peaked at $1.11M in Q3 2019.
  • 1,016 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.