Ownership history in CreativeOne Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which CreativeOne Wealth, LLC reported a position in ATMOS ENERGY CORP (ATO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,284 | -38 | -2.9% | 0.01% | $219K | $168.84 |
| 2025 Q2 | REDUCED | 1,322 | -1,190 | -47.4% | 0.01% | $204K | $151.60 |
| 2023 Q2 | REDUCED | 2,512 | -59 | -2.3% | 0.02% | $292K | $108.75 |
| 2023 Q1 | ADDED | 2,571 | +6 | +0.2% | 0.01% | $289K | $104.36 |
| 2022 Q4 | ADDED | 2,565 | +720 | +39.0% | 0.02% | $287K | $103.43 |
| 2022 Q2 | REDUCED | 1,845 | -246 | -11.8% | 0.01% | $207K | $102.22 |
| 2022 Q1 | ADDED | 2,091 | +16 | +0.8% | 0.01% | $250K | $108.29 |
| 2021 Q4 | INITIATED | 2,075 | — | — | 0.01% | $217K | $94.34 |
As of 2025 Q4 — sorted by position size