CMP
ATO icon

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
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 		$10 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 		$10 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

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VPM
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Aristotle Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $645B AUM 30.41% 1-Year Est. Return