CreativeOne Wealth’s Atmos Energy ATO Stock Holding History

CreativeOne Wealth’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	–	Sell	-1,301	Closed	-$240K	–	1197
2026 Q1	$240K	Buy	+1,301	New	+$230K	0.01%	1062
2025 Q4	–	Sell	-1,284	Closed	-$219K	–	1186
2025 Q3	$219K	Sell	1,284 -38	-3%	-$6.14K	0.01%	1069
2025 Q2	$204K	Buy	+1,322	New	+$205K	0.01%	1054
2023 Q3	–	Sell	-2,512	Closed	-$292K	–	582
2023 Q2	$292K	Sell	2,512 -59	-2%	-$6.83K	0.01%	659
2023 Q1	$289K	Buy	2,571 +6	+0.2%	+$682	0.01%	648
2022 Q4	$287K	Buy	+2,565	New	+$282K	0.02%	577
2022 Q3	–	Sell	-1,845	Closed	-$207K	–	695
2022 Q2	$207K	Sell	1,845 -246	-12%	-$28.2K	0.01%	672
2022 Q1	$250K	Buy	2,091 +16	+0.8%	+$1.75K	0.01%	631
2021 Q4	$217K	Buy	+2,075	New	+$197K	0.01%	695

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

CreativeOne Wealth's ATO Position: Q2 2026 in Review

CreativeOne Wealth sold out of Atmos Energy (ATO) in Q2 2026, closing a stake of 1,301 shares — an estimated $240K sold.

CreativeOne Wealth first reported a position in ATO in Q4 2021 and held it in 9 quarters. The position peaked at $292K in Q2 2023. 1,045 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

CreativeOne Wealth reported no remaining Atmos Energy position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 1,301 Atmos Energy shares in Q2 2026, an estimated $240K.
CreativeOne Wealth first reported a position in Atmos Energy in Q4 2021 and held it in 9 quarters.
CreativeOne Wealth's Atmos Energy position peaked at $292K in Q2 2023.
1,045 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.