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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
Q2 		$814K Buy
4,725
+545
+13% +$97.6K 0.04% 310
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Financial Designs's ATO Position: Q2 2026 in Review

Creative Financial Designs increased its Atmos Energy (ATO) stake by 13% in Q2 2026, buying an estimated $97.6K and bringing the position to 4,725 shares worth $814K. The position accounts for 0.04% of the portfolio, ranked #310.

Creative Financial Designs first reported a position in ATO in Q2 2020 and has held it in 24 quarters since. The position peaked at $915K in Q4 2025. 1,044 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Creative Financial Designs held 4,725 shares of Atmos Energy worth $814K as of Q2 2026.
  • Creative Financial Designs bought 545 Atmos Energy shares in Q2 2026, an estimated $97.6K.
  • Atmos Energy made up 0.04% of Creative Financial Designs's portfolio in Q2 2026, its #310 holding.
  • Creative Financial Designs first reported a position in Atmos Energy in Q2 2020 and has held it in 24 quarters since.
  • Creative Financial Designs's Atmos Energy position peaked at $915K in Q4 2025.
  • 1,044 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.