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 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%	-$6.13K	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 $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CreativeOne Wealth's ATO Position: Q1 2026 in Review

CreativeOne Wealth opened a new position in Atmos Energy (ATO) in Q1 2026: 1,301 shares worth $240K. The stake represents 0.01% of the portfolio and ranks #1062 among its holdings. This is a return to the name: CreativeOne Wealth previously reported a position in ATO as recently as Q3 2025.

CreativeOne Wealth first reported a position in ATO in Q4 2021 and has held it in 9 quarters since. The position peaked at $292K in Q2 2023. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

CreativeOne Wealth held 1,301 shares of Atmos Energy worth $240K as of Q1 2026.
Atmos Energy was a new CreativeOne Wealth position in Q1 2026.
Atmos Energy made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1062 holding.
CreativeOne Wealth first reported a position in Atmos Energy in Q4 2021 and has held it in 9 quarters since.
CreativeOne Wealth's Atmos Energy position peaked at $292K in Q2 2023.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.