Skip to main content
Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

ATO holding history

Atmos Energy Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ATO overviewAll 13F holders of ATOFull Q2 2026 holdings

Shares (Q2 2026)
150,531
Value
$25.9M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of ATO by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026150,531$25.9M<0.1%+19,044+14.5%AddedHolders
Q1 2026131,487$24.3M<0.1%+63,867+94.4%AddedHolders
Q4 202567,620$11.3M<0.1%+10,077+17.5%AddedHolders
Q3 202557,543$9.83M<0.1%+17,723+44.5%AddedHolders
Q2 202539,820$6.14M<0.1%+833+2.1%AddedHolders
Q1 202538,987$6.03M<0.1%+2,788+7.7%AddedHolders
Q4 202436,199$5.04M<0.1%+1,708+5.0%AddedHolders
Q3 202434,491$4.78M<0.1%+663+2.0%AddedHolders
Q2 202433,828$3.95M<0.1%+886+2.7%AddedHolders
Q1 202432,942$3.92M<0.1%+2,896+9.6%AddedHolders
Q4 202330,046$3.48M<0.1%−981−3.2%ReducedHolders
Q3 202331,027$3.29M<0.1%+1,119+3.7%AddedHolders
Q2 202329,908$3.48M<0.1%+1,189+4.1%AddedHolders
Q1 202328,719$3.23M<0.1%+898+3.2%AddedHolders
Q4 202227,821$3.12M<0.1%+2,666+10.6%AddedHolders
Q3 202225,155$2.56M<0.1%+1,302+5.5%AddedHolders
Q2 202223,853$2.67M<0.1%−195−0.8%ReducedHolders
Q1 202224,048$2.87M<0.1%+1,393+6.1%AddedHolders
Q4 202122,655$2.37M<0.1%−2,599−10.3%ReducedHolders
Q3 202125,254$2.23M<0.1%+1,103+4.6%AddedHolders
Q2 202124,151$2.32M<0.1%−3,494−12.6%ReducedHolders
Q1 202127,645$2.73M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.