Creative Planning’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 | $24.3M | Buy |
131,487
+63,867
| +94% | +$11.3M | 0.02% | 368 |
|
|
2025
Q4 | $11.3M | Buy |
67,620
+10,077
| +18% | +$1.74M | 0.01% | 568 |
|
|
2025
Q3 | $9.83M | Buy |
57,543
+17,723
| +45% | +$2.86M | 0.01% | 569 |
|
|
2025
Q2 | $6.14M | Buy |
39,820
+833
| +2% | +$129K | 0.01% | 695 |
|
|
2025
Q1 | $6.03M | Buy |
38,987
+2,788
| +8% | +$407K | 0.01% | 650 |
|
|
2024
Q4 | $5.04M | Buy |
36,199
+1,708
| +5% | +$243K | ﹤0.01% | 657 |
|
|
2024
Q3 | $4.78M | Buy |
34,491
+663
| +2% | +$85.2K | ﹤0.01% | 654 |
|
|
2024
Q2 | $3.95M | Buy |
33,828
+886
| +3% | +$103K | ﹤0.01% | 708 |
|
|
2024
Q1 | $3.92M | Buy |
32,942
+2,896
| +10% | +$332K | ﹤0.01% | 694 |
|
|
2023
Q4 | $3.48M | Sell |
30,046
-981
| -3% | -$110K | 0.01% | 683 |
|
|
2023
Q3 | $3.29M | Buy |
31,027
+1,119
| +4% | +$131K | ﹤0.01% | 663 |
|
|
2023
Q2 | $3.48M | Buy |
29,908
+1,189
| +4% | +$138K | ﹤0.01% | 623 |
|
|
2023
Q1 | $3.23M | Buy |
28,719
+898
| +3% | +$102K | ﹤0.01% | 621 |
|
|
2022
Q4 | $3.12M | Buy |
27,821
+2,666
| +11% | +$293K | ﹤0.01% | 603 |
|
|
2022
Q3 | $2.56M | Buy |
25,155
+1,302
| +5% | +$149K | ﹤0.01% | 612 |
|
|
2022
Q2 | $2.67M | Sell |
23,853
-195
| -0.8% | -$22.3K | ﹤0.01% | 616 |
|
|
2022
Q1 | $2.87M | Buy |
24,048
+1,393
| +6% | +$152K | ﹤0.01% | 611 |
|
|
2021
Q4 | $2.37M | Sell |
22,655
-2,599
| -10% | -$246K | ﹤0.01% | 639 |
|
|
2021
Q3 | $2.23M | Buy |
25,254
+1,103
| +5% | +$107K | ﹤0.01% | 653 |
|
|
2021
Q2 | $2.32M | Sell |
24,151
-3,494
| -13% | -$350K | ﹤0.01% | 617 |
|
|
2021
Q1 | $2.73M | Buy |
27,645
+1,532
| +6% | +$139K | 0.01% | 601 |
|
|
2020
Q4 | $2.49M | Sell |
26,113
-630
| -2% | -$60.8K | 0.01% | 584 |
|
|
2020
Q3 | $2.56M | Buy |
26,743
+183
| +0.7% | +$18.3K | 0.01% | 480 |
|
|
2020
Q2 | $2.65M | Sell |
26,560
-499
| -2% | -$50.3K | 0.01% | 412 |
|
|
2020
Q1 | $2.69M | Sell |
27,059
-559
| -2% | -$61.5K | 0.01% | 353 |
|
|
2019
Q4 | $3.09M | Buy |
27,618
+846
| +3% | +$92.8K | 0.01% | 393 |
|
|
2019
Q3 | $3.05M | Buy |
26,772
+2,011
| +8% | +$220K | 0.01% | 392 |
|
|
2019
Q2 | $2.61M | Sell |
24,761
-1,977
| -7% | -$202K | 0.01% | 424 |
|
|
2019
Q1 | $2.75M | Sell |
26,738
-170
| -0.6% | -$16.6K | 0.01% | 384 |
|
|
2018
Q4 | $2.5M | Sell |
26,908
-933
| -3% | -$89.2K | 0.01% | 377 |
|
|
2018
Q3 | $2.62M | Buy |
27,841
+9,090
| +48% | +$839K | 0.01% | 413 |
|
|
2018
Q2 | $1.69M | Sell |
18,751
-186
| -1% | -$16.1K | 0.01% | 517 |
|
|
2018
Q1 | $1.59M | Buy |
18,937
+2,069
| +12% | +$168K | 0.01% | 526 |
|
|
2017
Q4 | $1.45M | Buy |
16,868
+550
| +3% | +$48.4K | 0.01% | 556 |
|
|
2017
Q3 | $1.37M | Buy |
16,318
+2,498
| +18% | +$215K | 0.01% | 579 |
|
|
2017
Q2 | $1.15M | Buy |
13,820
+198
| +1% | +$16.2K | 0.01% | 621 |
|
|
2017
Q1 | $1.08M | Sell |
13,622
-11
| -0.1% | -$844 | 0.01% | 639 |
|
|
2016
Q4 | $1.01M | Buy |
13,633
+1,490
| +12% | +$108K | 0.01% | 618 |
|
|
2016
Q3 | $904K | Buy |
12,143
+686
| +6% | +$52.8K | 0.01% | 638 |
|
|
2016
Q2 | $932K | Buy |
11,457
+2,529
| +28% | +$188K | 0.01% | 543 |
|
|
2016
Q1 | $663K | Sell |
8,928
-319
| -3% | -$21.9K | 0.01% | 642 |
|
|
2015
Q4 | $583K | Buy |
9,247
+687
| +8% | +$42.2K | ﹤0.01% | 691 |
|
|
2015
Q3 | $498K | Buy |
+8,560
| New | +$470K | ﹤0.01% | 748 |
|
|
2015
Q2 | – | Sell |
-6,737
| Closed | -$373K | – | 1231 |
|
|
2015
Q1 | $373K | Sell |
6,737
-1,915
| -22% | -$105K | ﹤0.01% | 876 |
|
|
2014
Q4 | $482K | Buy |
8,652
+535
| +7% | +$28.2K | 0.01% | 709 |
|
|
2014
Q3 | $387K | Buy |
8,117
+2,083
| +35% | +$104K | ﹤0.01% | 755 |
|
|
2014
Q2 | $322K | Buy |
6,034
+53
| +0.9% | +$2.68K | ﹤0.01% | 806 |
|
|
2014
Q1 | $282K | Sell |
5,981
-563
| -9% | -$25.9K | ﹤0.01% | 846 |
|
|
2013
Q4 | $297K | Sell |
6,544
-471
| -7% | -$20.8K | 0.01% | 682 |
|
|
2013
Q3 | $299K | Buy |
7,015
+161
| +2% | +$6.8K | 0.01% | 598 |
|
|
2013
Q2 | $281K | Buy |
+6,854
| New | +$292K | 0.01% | 570 |
|
Other funds holding ATO
VCM
VPM
Creative Planning's ATO Position: Q1 2026 in Review
Creative Planning increased its Atmos Energy (ATO) stake by 94% in Q1 2026, buying an estimated $11.3M and bringing the position to 131,487 shares worth $24.3M. The position accounts for 0.02% of the portfolio, ranked #368.
Creative Planning first reported a position in ATO in Q2 2013 and has held it in 51 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.
- Creative Planning held 131,487 shares of Atmos Energy worth $24.3M as of Q1 2026.
- Creative Planning bought 63,867 Atmos Energy shares in Q1 2026, an estimated $11.3M.
- Atmos Energy made up 0.02% of Creative Planning's portfolio in Q1 2026, its #368 holding.
- Creative Planning first reported a position in Atmos Energy in Q2 2013 and has held it in 51 quarters since.
- 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.