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Creative Financial Designs’s Atmos Energy ATO Stock Holding History

Creative Financial Designs’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 		$772K Sell
4,180
-1,279
-23% -$226K 0.05% 266
2025
Q4 		$915K Buy
5,459
+199
+4% +$34.4K 0.06% 241
2025
Q3 		$898K Buy
5,260
+3,973
+309% +$641K 0.06% 245
2025
Q2 		$198K Sell
1,287
-498
-28% -$77.4K 0.01% 480
2025
Q1 		$276K Buy
1,785
+128
+8% +$18.7K 0.02% 379
2024
Q4 		$231K Sell
1,657
-2
-0.1% -$284 0.02% 413
2024
Q3 		$230K Sell
1,659
-14
-0.8% -$1.8K 0.02% 415
2024
Q2 		$195K Buy
1,673
+802
+92% +$93.5K 0.02% 434
2024
Q1 		$104K Buy
871
+317
+57% +$36.4K 0.01% 564
2023
Q4 		$64.2K Buy
554
+1
+0.2% +$112 0.01% 615
2023
Q3 		$58.6K Buy
553
+64
+13% +$7.47K 0.01% 591
2023
Q2 		$56.9K Buy
489
+205
+72% +$23.7K 0.01% 605
2023
Q1 		$31.9K Buy
284
+72
+34% +$8.19K ﹤0.01% 691
2022
Q4 		$23.8K Sell
212
-110
-34% -$12.1K ﹤0.01% 726
2022
Q3 		$33K Buy
322
+111
+53% +$12.7K 0.01% 625
2022
Q2 		$24K Buy
211
+99
+88% +$11.3K ﹤0.01% 693
2022
Q1 		$13K Buy
+112
New +$12.2K ﹤0.01% 844
2021
Q4 		– Sell
-557
Closed -$49K – 1213
2021
Q3 		$49K Hold
557
– – 0.01% 616
2021
Q2 		$54K Hold
557
– – 0.01% 583
2021
Q1 		$55K Sell
557
-3,567
-86% -$325K 0.01% 536
2020
Q4 		$394K Buy
4,124
+192
+5% +$18.5K 0.08% 176
2020
Q3 		$376K Buy
3,932
+74
+2% +$7.39K 0.09% 164
2020
Q2 		$384K Buy
+3,858
New +$389K 0.12% 133

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
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

Creative Financial Designs's ATO Position: Q1 2026 in Review

Creative Financial Designs reduced its Atmos Energy (ATO) stake by 23% in Q1 2026, selling an estimated $226K and leaving 4,180 shares worth $772K. The position accounts for 0.05% of the portfolio, ranked #266.

Creative Financial Designs first reported a position in ATO in Q2 2020 and has held it in 23 quarters since. The position peaked at $915K in Q4 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Creative Financial Designs held 4,180 shares of Atmos Energy worth $772K as of Q1 2026.
  • Creative Financial Designs sold 1,279 Atmos Energy shares in Q1 2026, an estimated $226K.
  • Atmos Energy made up 0.05% of Creative Financial Designs's portfolio in Q1 2026, its #266 holding.
  • Creative Financial Designs first reported a position in Atmos Energy in Q2 2020 and has held it in 23 quarters since.
  • Creative Financial Designs's Atmos Energy position peaked at $915K in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.