Cresset Asset Management’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 | $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 | 0.04% | 288 |
|
|
2023
Q2 | $6.49M | Buy |
+55,795
| New | +$6.46M | 0.05% | 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
VCM
VPM
