Coston McIsaac & Partners’s Atmos Energy ATO Stock Holding History

Coston McIsaac & Partners’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	$12K	Hold	73	–	–	﹤0.01%	565
2026 Q1	$13K	Hold	73	–	–	﹤0.01%	532
2025 Q4	$12K	Hold	73	–	–	﹤0.01%	542
2025 Q3	$12K	Hold	73	–	–	﹤0.01%	516
2025 Q2	$11K	Hold	73	–	–	﹤0.01%	506
2025 Q1	$11K	Hold	73	–	–	﹤0.01%	477
2024 Q4	$10K	Hold	73	–	–	﹤0.01%	476
2024 Q3	$10K	Hold	73	–	–	﹤0.01%	488
2024 Q2	$8K	Hold	73	–	–	﹤0.01%	496
2024 Q1	$8K	Sell	73 -23	-24%	-$2.64K	﹤0.01%	505
2023 Q4	$11K	Hold	96	–	–	﹤0.01%	461
2023 Q3	$10K	Buy	96 +1	+1%	+$117	﹤0.01%	465
2023 Q2	$11K	Hold	95	–	–	﹤0.01%	483
2023 Q1	$10K	Buy	95 +1	+1%	+$114	﹤0.01%	488
2022 Q4	$10K	Buy	94 +1	+1%	+$110	﹤0.01%	493
2022 Q3	$9K	Hold	93	–	–	﹤0.01%	430
2022 Q2	$10K	Buy	+93	New	+$10.7K	0.01%	270

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

Coston McIsaac & Partners's ATO Position: Q2 2026 in Review

Coston McIsaac & Partners held its Atmos Energy (ATO) position steady in Q2 2026 at 73 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #565.

Coston McIsaac & Partners first reported a position in ATO in Q2 2022 and has held it in 17 quarters since. The position peaked at $13K in Q1 2026. 1,040 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Coston McIsaac & Partners held 73 shares of Atmos Energy worth $12K as of Q2 2026.
Coston McIsaac & Partners left its Atmos Energy share count unchanged in Q2 2026.
Atmos Energy made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #565 holding.
Coston McIsaac & Partners first reported a position in Atmos Energy in Q2 2022 and has held it in 17 quarters since.
Coston McIsaac & Partners's Atmos Energy position peaked at $13K in Q1 2026.
1,040 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.