Carson Wealth (CWM LLC)’s Atmos Energy ATO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.6M | Buy |
19,502
+6,850
| +54% | +$1.21M | 0.01% | 946 |
|
|
2025
Q4 | $2.12M | Buy |
12,652
+579
| +5% | +$100K | 0.01% | 1123 |
|
|
2025
Q3 | $2.06M | Buy |
12,073
+1,586
| +15% | +$256K | 0.01% | 1084 |
|
|
2025
Q2 | $1.62M | Buy |
10,487
+877
| +9% | +$136K | 0.01% | 1026 |
|
|
2025
Q1 | $1.49M | Buy |
9,610
+182
| +2% | +$26.6K | 0.01% | 943 |
|
|
2024
Q4 | $1.31M | Buy |
9,428
+1,062
| +13% | +$151K | 0.01% | 947 |
|
|
2024
Q3 | $1.16M | Buy |
8,366
+409
| +5% | +$52.5K | 0.01% | 941 |
|
|
2024
Q2 | $928K | Buy |
7,957
+2,193
| +38% | +$256K | ﹤0.01% | 935 |
|
|
2024
Q1 | $685K | Buy |
5,764
+1,273
| +28% | +$146K | ﹤0.01% | 1008 |
|
|
2023
Q4 | $521K | Buy |
4,491
+228
| +5% | +$25.5K | ﹤0.01% | 1047 |
|
|
2023
Q3 | $452K | Buy |
4,263
+32
| +0.8% | +$3.73K | ﹤0.01% | 1010 |
|
|
2023
Q2 | $492K | Sell |
4,231
-1,217
| -22% | -$141K | ﹤0.01% | 944 |
|
|
2023
Q1 | $612K | Buy |
5,448
+654
| +14% | +$74.4K | ﹤0.01% | 825 |
|
|
2022
Q4 | $537K | Buy |
4,794
+1,335
| +39% | +$147K | ﹤0.01% | 785 |
|
|
2022
Q3 | $352K | Buy |
3,459
+2,080
| +151% | +$238K | ﹤0.01% | 853 |
|
|
2022
Q2 | $155K | Buy |
1,379
+276
| +25% | +$31.6K | ﹤0.01% | 1144 |
|
|
2022
Q1 | $132K | Buy |
1,103
+102
| +10% | +$11.1K | ﹤0.01% | 1216 |
|
|
2021
Q4 | $105K | Buy |
+1,001
| New | +$94.9K | ﹤0.01% | 1276 |
|
|
2021
Q2 | $58K | Hold |
602
| – | – | ﹤0.01% | 1330 |
|
|
2021
Q1 | $58K | Hold |
602
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q4 | $58K | Hold |
602
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q3 | $58K | Hold |
602
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q2 | $58K | Hold |
602
| – | – | ﹤0.01% | 1330 |
|
|
2020
Q1 | $58K | Hold |
602
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q4 | $58K | Hold |
602
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q3 | $58K | Hold |
602
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q2 | $58K | Hold |
602
| – | – | ﹤0.01% | 1330 |
|
|
2019
Q1 | $58K | Buy |
602
+582
| +2,910% | +$56.7K | ﹤0.01% | 1330 |
|
|
2018
Q4 | $2K | Buy |
20
+2
| +11% | +$191 | ﹤0.01% | 1714 |
|
|
2018
Q3 | $2K | Buy |
+18
| New | +$1.66K | ﹤0.01% | 1498 |
|
|
2018
Q1 | – | Sell |
-226
| Closed | -$19K | – | 1405 |
|
|
2017
Q4 | $19K | Sell |
226
-32
| -12% | -$2.81K | ﹤0.01% | 703 |
|
|
2017
Q3 | $22K | Buy |
+258
| New | +$22.3K | ﹤0.01% | 683 |
|
Other funds holding ATO
VCM
VPM
Carson Wealth (CWM LLC)'s ATO Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Atmos Energy (ATO) stake by 54% in Q1 2026, buying an estimated $1.21M and bringing the position to 19,502 shares worth $3.6M. The position accounts for 0.01% of the portfolio, ranked #946.
Carson Wealth (CWM LLC) first reported a position in ATO in Q3 2017 and has held it in 32 quarters since. 1,017 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Carson Wealth (CWM LLC) held 19,502 shares of Atmos Energy worth $3.6M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 6,850 Atmos Energy shares in Q1 2026, an estimated $1.21M.
- Atmos Energy made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #946 holding.
- Carson Wealth (CWM LLC) first reported a position in Atmos Energy in Q3 2017 and has held it in 32 quarters since.
- 1,017 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.