CVA Family Office’s Atmos Energy ATO Stock Holding History

CVA Family Office’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	$37.2K	Sell	216 -62	-22%	-$11.1K	﹤0.01%	659
2026 Q1	$51.4K	Buy	278 +145	+109%	+$25.6K	0.01%	588
2025 Q4	$22.3K	Buy	133 +8	+6%	+$1.38K	﹤0.01%	678
2025 Q3	$21.3K	Sell	125 -3	-2%	-$484	﹤0.01%	678
2025 Q2	$19.7K	Sell	128 -31	-19%	-$4.82K	﹤0.01%	690
2025 Q1	$24.6K	Buy	159 +18	+13%	+$2.63K	﹤0.01%	644
2024 Q4	$19.6K	Buy	141 +61	+76%	+$8.68K	﹤0.01%	681
2024 Q3	$11.1K	Sell	80 -4	-5%	-$514	﹤0.01%	743
2024 Q2	$9.8K	Buy	84 +4	+5%	+$466	﹤0.01%	743
2024 Q1	$9.51K	Hold	80	–	–	﹤0.01%	748
2023 Q4	$9.27K	Buy	+80	New	+$8.94K	﹤0.01%	731
2023 Q3	–	Sell	-80	Closed	-$9.31K	–	281
2023 Q2	$9.31K	Hold	80	–	–	﹤0.01%	730
2023 Q1	$8.99K	Hold	80	–	–	﹤0.01%	701
2022 Q4	$8.97K	Hold	80	–	–	﹤0.01%	672
2022 Q3	$8K	Hold	80	–	–	﹤0.01%	652
2022 Q2	$9K	Hold	80	–	–	﹤0.01%	650
2022 Q1	$10K	Hold	80	–	–	﹤0.01%	674
2021 Q4	$8K	Buy	+80	New	+$7.58K	﹤0.01%	679
2021 Q3	–	Sell	-80	Closed	-$8K	–	401
2021 Q2	$8K	Hold	80	–	–	﹤0.01%	691
2021 Q1	$8K	Buy	+80	New	+$7.28K	﹤0.01%	545

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

CVA Family Office's ATO Position: Q2 2026 in Review

CVA Family Office reduced its Atmos Energy (ATO) stake by 22% in Q2 2026, selling an estimated $11.1K and leaving 216 shares worth $37.2K. The position accounts for ﹤0.01% of the portfolio, ranked #659.

CVA Family Office first reported a position in ATO in Q1 2021 and has held it in 20 quarters since. The position peaked at $51.4K in Q1 2026. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

CVA Family Office held 216 shares of Atmos Energy worth $37.2K as of Q2 2026.
CVA Family Office sold 62 Atmos Energy shares in Q2 2026, an estimated $11.1K.
Atmos Energy made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #659 holding.
CVA Family Office first reported a position in Atmos Energy in Q1 2021 and has held it in 20 quarters since.
CVA Family Office's Atmos Energy position peaked at $51.4K in Q1 2026.
1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.