Colony Family Offices’s Atmos Energy ATO Stock Holding History

Colony Family Offices’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	–	Sell	-1,135	Closed	-$210K	–	62
2026 Q1	$210K	Buy	+1,135	New	+$201K	0.05%	53

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

Colony Family Offices's ATO Position: Q2 2026 in Review

Colony Family Offices sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,135 shares — an estimated $210K sold.

Colony Family Offices first reported a position in ATO in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 1,035 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Colony Family Offices reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
Colony Family Offices sold 1,135 Atmos Energy shares in Q2 2026, an estimated $210K.
Colony Family Offices first reported a position in Atmos Energy in Q1 2026 and held it in 1 quarter.
Colony Family Offices's Atmos Energy position peaked at $210K in Q1 2026.
1,035 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Colony Family Offices's 13F filing for Q2 2026, filed 20 Jul 2026.