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Cresset Asset Management’s Atmos Energy ATO Stock Holding History

Cresset Asset Management’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 		$11.1M Buy
64,452
+919
+1% +$165K 0.04% 266
2026
Q1 		$11.7M Buy
63,533
+1,814
+3% +$321K 0.05% 224
2025
Q4 		$10.3M Buy
61,719
+450
+0.7% +$77.8K 0.04% 249
2025
Q3 		$10.5M Buy
61,269
+1,142
+2% +$184K 0.05% 238
2025
Q2 		$9.27M Sell
60,127
-6,766
-10% -$1.05M 0.05% 234
2025
Q1 		$10.3M Sell
66,893
-9,531
-12% -$1.39M 0.05% 221
2024
Q4 		$10.6M Sell
76,424
-10,865
-12% -$1.55M 0.05% 218
2024
Q3 		$12.1M Buy
87,289
+2,145
+3% +$276K 0.05% 264
2024
Q2 		$9.93M Buy
85,144
+14,699
+21% +$1.71M 0.04% 284
2024
Q1 		$8.37M Buy
70,445
+6,599
+10% +$757K 0.04% 283
2023
Q4 		$7.4M Buy
63,846
+4,230
+7% +$473K 0.04% 263
2023
Q3 		$6.32M Buy
59,616
+3,821
+7% +$446K 0.02% 288
2023
Q2 		$6.49M Buy
+55,795
New +$6.46M 0.01% 355
2022
Q4 		– Sell
-2,430
Closed -$248K – 753
2022
Q3 		$248K Buy
+2,430
New +$278K ﹤0.01% 731
2022
Q2 		– Sell
-6,564
Closed -$785K – 948
2022
Q1 		$785K Sell
6,564
-14,498
-69% -$1.58M 0.01% 471
2021
Q4 		$2.21M Buy
21,062
+7,394
+54% +$701K 0.02% 278
2021
Q3 		$1.21M Buy
13,668
+2,259
+20% +$218K 0.02% 341
2021
Q2 		$1.1M Buy
11,409
+4,622
+68% +$463K 0.02% 329
2021
Q1 		$671K Buy
+6,787
New +$618K 0.01% 391
2019
Q2 		– Sell
-258
Closed -$27K – 569
2019
Q1 		$27K Buy
258
+175
+211% +$17.1K ﹤0.01% 945
2018
Q4 		$8K Buy
+83
New +$7.93K ﹤0.01% 898

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cresset Asset Management's ATO Position: Q2 2026 in Review

Cresset Asset Management increased its Atmos Energy (ATO) stake by 1.4% in Q2 2026, buying an estimated $165K and bringing the position to 64,452 shares worth $11.1M. The position accounts for 0.04% of the portfolio, ranked #266.

Cresset Asset Management first reported a position in ATO in Q4 2018 and has held it in 21 quarters since. The position peaked at $12.1M in Q3 2024. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Cresset Asset Management held 64,452 shares of Atmos Energy worth $11.1M as of Q2 2026.
  • Cresset Asset Management bought 919 Atmos Energy shares in Q2 2026, an estimated $165K.
  • Atmos Energy made up 0.04% of Cresset Asset Management's portfolio in Q2 2026, its #266 holding.
  • Cresset Asset Management first reported a position in Atmos Energy in Q4 2018 and has held it in 21 quarters since.
  • Cresset Asset Management's Atmos Energy position peaked at $12.1M in Q3 2024.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.