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Creative Planning ATO Position History
Atmos Energy Corporation • Utilities
Quarters held
8
Latest value
$45.1M
Q3 2026
Peak value
$45.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $9.8M |
| Q3 2025 | $57K |
| Q4 2025 | $11.3M |
| Q1 2026 | $24.3M |
| Q2 2026 | $141K |
| Q2 2026 | $25.8M |
| Q3 2026 | $58K |
| Q3 2026 | $45.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $45.1M | 288.6K | — | — |
| Q3 2026 | $58K | 372 | — | — |
| Q2 2026 | $25.8M | 149.7K | — | — |
| Q2 2026 | $141K | 820 | — | — |
| Q1 2026 | $24.3M | 131.5K | — | — |
| Q4 2025 | $11.3M | 67.6K | — | — |
| Q3 2025 | $57K | 335 | — | — |
| Q3 2025 | $9.8M | 57.2K | — | — |
Other funds holding ATO
$3.3B
$3.2B
$3.1B
$3.1B
$2.1B
$1.8B