Colonial Trust’s Atmos Energy ATO Stock Holding History

Colonial Trust’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	$49.8K	Sell	289 -11	-4%	-$1.97K	0.01%	523
2026 Q1	$55.4K	Hold	300	–	–	0.01%	514
2025 Q4	$50.3K	Hold	300	–	–	0.01%	546
2025 Q3	$51.2K	Hold	300	–	–	0.01%	544
2025 Q2	$46.2K	Sell	300 -19	-6%	-$2.95K	0.01%	555
2025 Q1	$49.3K	Hold	319	–	–	0.01%	541
2024 Q4	$44.4K	Buy	319 +39	+14%	+$5.55K	0.01%	600
2024 Q3	$38.8K	Buy	280 +3	+1%	+$385	0.01%	591
2024 Q2	$32.3K	Sell	277 -16	-5%	-$1.86K	0.01%	585
2024 Q1	$34.8K	Hold	293	–	–	0.01%	566
2023 Q4	$34K	Hold	293	–	–	0.01%	560
2023 Q3	$31K	Buy	293 +93	+47%	+$10.9K	0.01%	550
2023 Q2	$23.3K	Hold	200	–	–	0.01%	577
2023 Q1	$22.5K	Hold	200	–	–	0.01%	563
2022 Q4	$22.9K	Buy	+200	New	+$22K	0.01%	547

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Colonial Trust's ATO Position: Q2 2026 in Review

Colonial Trust reduced its Atmos Energy (ATO) stake by 3.7% in Q2 2026, selling an estimated $1.97K and leaving 289 shares worth $49.8K. The position accounts for 0.01% of the portfolio, ranked #523.

Colonial Trust first reported a position in ATO in Q4 2022 and has held it in 15 quarters since. The position peaked at $55.4K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Colonial Trust held 289 shares of Atmos Energy worth $49.8K as of Q2 2026.
Colonial Trust sold 11 Atmos Energy shares in Q2 2026, an estimated $1.97K.
Atmos Energy made up 0.01% of Colonial Trust's portfolio in Q2 2026, its #523 holding.
Colonial Trust first reported a position in Atmos Energy in Q4 2022 and has held it in 15 quarters since.
Colonial Trust's Atmos Energy position peaked at $55.4K in Q1 2026.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.