Creative Planning Atmos Energy Corp Transaction History

Creative Planning

$103 Billion
Q4 2024

A detailed history of Creative Planning transactions in Atmos Energy Corp stock. As of the latest transaction made, Creative Planning holds 36,199 shares of ATO stock, worth $5.46 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

36,199

Previous 34,491 4.95%

Holding current value

$5.46 Million

Previous $4.79 Million 5.35%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$136.41 - $151.43 $232,988 - $258,642	1,708 Added 4.95%	36,199 $5.04 Million
Q3 2024 Oct 11, 2024	BUY	$114.08 - $138.75 $75,635 - $91,991	663 Added 1.96%	34,491 $4.79 Million
Q2 2024 Aug 15, 2024	BUY	$111.34 - $120.59 $98,647 - $106,842	886 Added 2.69%	33,828 $3.95 Million
Q1 2024 May 10, 2024	BUY	$110.89 - $118.87 $321,137 - $344,247	2,896 Added 9.64%	32,942 $3.92 Million
Q4 2023 Feb 14, 2024	SELL	$102.76 - $116.85 $100,807 - $114,629	-981 Reduced 3.16%	30,046 $3.48 Million
Q3 2023 Nov 16, 2023	BUY	$105.91 - $124.41 $118,513 - $139,214	1,119 Added 3.74%	31,027 $3.29 Million
Q2 2023 Jul 21, 2023	BUY	$111.11 - $119.31 $132,109 - $141,859	1,189 Added 4.14%	29,908 $3.48 Million
Q1 2023 May 15, 2023	BUY	$106.52 - $119.55 $95,654 - $107,355	898 Added 3.23%	28,719 $3.23 Million
Q4 2022 Feb 10, 2023	BUY	$98.11 - $120.16 $261,561 - $320,346	2,666 Added 10.6%	27,821 $3.12 Million
Q3 2022 Nov 03, 2022	BUY	$101.85 - $121.39 $132,608 - $158,049	1,302 Added 5.46%	25,155 $2.56 Million
Q2 2022 Aug 15, 2022	SELL	$103.51 - $122.69 $20,184 - $23,924	-195 Reduced 0.81%	23,853 $2.67 Million
Q1 2022 May 16, 2022	BUY	$102.32 - $120.37 $142,531 - $167,675	1,393 Added 6.15%	24,048 $2.87 Million
Q4 2021 Feb 11, 2022	SELL	$88.78 - $104.83 $230,739 - $272,453	-2,599 Reduced 10.29%	22,655 $2.37 Million
Q3 2021 Nov 10, 2021	BUY	$86.69 - $101.47 $95,619 - $111,921	1,103 Added 4.57%	25,254 $2.23 Million
Q2 2021 Aug 04, 2021	SELL	$96.11 - $104.59 $335,808 - $365,437	-3,494 Reduced 12.64%	24,151 $2.32 Million
Q1 2021 Apr 30, 2021	BUY	$84.61 - $98.89 $129,622 - $151,499	1,532 Added 5.87%	27,645 $2.73 Million
Q4 2020 Jan 29, 2021	SELL	$91.67 - $102.45 $57,752 - $64,543	-630 Reduced 2.36%	26,113 $2.49 Million
Q3 2020 Nov 05, 2020	BUY	$92.0 - $106.04 $16,836 - $19,405	183 Added 0.69%	26,743 $2.56 Million
Q2 2020 Jul 23, 2020	SELL	$94.16 - $110.7 $46,985 - $55,239	-499 Reduced 1.84%	26,560 $2.65 Million
Q1 2020 May 05, 2020	SELL	$80.5 - $120.57 $44,999 - $67,398	-559 Reduced 2.02%	27,059 $2.69 Million
Q4 2019 Jan 30, 2020	BUY	$105.47 - $113.42 $89,227 - $95,953	846 Added 3.16%	27,618 $3.09 Million
Q3 2019 Nov 01, 2019	BUY	$105.27 - $114.65 $211,697 - $230,561	2,011 Added 8.12%	26,772 $3.05 Million
Q2 2019 Jul 26, 2019	SELL	$99.07 - $107.93 $195,861 - $213,377	-1,977 Reduced 7.39%	24,761 $2.61 Million
Q1 2019 Apr 24, 2019	SELL	$89.85 - $103.72 $15,274 - $17,632	-170 Reduced 0.63%	26,738 $2.75 Million
Q4 2018 Feb 01, 2019	SELL	$89.33 - $99.5 $83,344 - $92,833	-933 Reduced 3.35%	26,908 $2.5 Million
Q3 2018 Oct 25, 2018	BUY	$89.81 - $94.77 $816,372 - $861,459	9,090 Added 48.48%	27,841 $2.62 Million
Q2 2018 Jul 20, 2018	SELL	$82.68 - $90.53 $15,378 - $16,838	-186 Reduced 0.98%	18,751 $1.69 Million
Q1 2018 Apr 18, 2018	BUY	$78.03 - $85.04 $161,444 - $175,947	2,069 Added 12.27%	18,937 $1.6 Million
Q4 2017 Jan 17, 2018	BUY	$84.41 - $92.29 $46,425 - $50,759	550 Added 3.37%	16,868 $1.45 Million
Q3 2017 Oct 17, 2017	BUY	$83.84 - $88.69 $1.37 Million - $1.45 Million	16,318	16,318 $1.37 Million

Others Institutions Holding ATO

# of Institutions

873

Shares Held

158M

Call Options Held

237K

Put Options Held

78.5K

View Full List

About ATMOS ENERGY CORP

Ticker ATO
Exchange NYSE
Sector Utilities
Industry Utilities—Regulated Gas
Shares Outstandng 139,892,000
Market Cap $21.1B
Description
Atmos Energy Corporation, together with its subsidiaries, engages in the regulated natural gas distribution, and pipeline and storage businesses in the United States. It operates through two segments, Distribution, and Pipeline and Storage. The Distribution segment is involved in the regulated natural gas distribution and related sales operation...

More about ATO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning Atmos Energy Corp Transaction History