Colonial Trust Advisors’s Atmos Energy ATO Stock Holding History

Colonial Trust Advisors’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 Q3	$88.9K	Hold	568	–	–	0.01%	297
2026 Q2	$97.8K	Hold	568	–	–	0.01%	281
2026 Q1	$105K	Hold	568	–	–	0.01%	268
2025 Q4	$95.2K	Hold	568	–	–	0.01%	272
2025 Q3	$97K	Hold	568	–	–	0.01%	265
2025 Q2	$87.5K	Hold	568	–	–	0.01%	272
2025 Q1	$87.8K	Hold	568	–	–	0.01%	273
2024 Q4	$79.1K	Hold	568	–	–	0.01%	268
2024 Q3	$78.8K	Hold	568	–	–	0.01%	286
2024 Q2	$66.3K	Buy	568 +319	+128%	+$37.2K	0.01%	291
2024 Q1	$29.6K	Hold	249	–	–	﹤0.01%	399
2023 Q4	$28.9K	Buy	249 +1	+0.4%	+$112	﹤0.01%	377
2023 Q3	$26.3K	Sell	248 -1	-0.4%	-$117	﹤0.01%	390
2023 Q2	$29K	Hold	249	–	–	﹤0.01%	393
2023 Q1	$28K	Sell	249 -44	-15%	-$5K	﹤0.01%	394
2022 Q4	$32.8K	Buy	+293	New	+$32.2K	﹤0.01%	379

Other funds holding ATO

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Colonial Trust Advisors's ATO Position: Q3 2026 in Review

Colonial Trust Advisors held its Atmos Energy (ATO) position steady in Q3 2026 at 568 shares worth $88.9K. The position accounts for 0.01% of the portfolio, ranked #297.

Colonial Trust Advisors first reported a position in ATO in Q4 2022 and has held it in 16 quarters since. The position peaked at $105K in Q1 2026. 891 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

Colonial Trust Advisors held 568 shares of Atmos Energy worth $88.9K as of Q3 2026.
Colonial Trust Advisors left its Atmos Energy share count unchanged in Q3 2026.
Atmos Energy made up 0.01% of Colonial Trust Advisors's portfolio in Q3 2026, its #297 holding.
Colonial Trust Advisors first reported a position in Atmos Energy in Q4 2022 and has held it in 16 quarters since.
Colonial Trust Advisors's Atmos Energy position peaked at $105K in Q1 2026.
891 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Colonial Trust Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.