Raffa Wealth 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
Q2 | $3.27K | Buy |
19
+7
| +58% | +$1.25K | ﹤0.01% | 703 |
|
|
2026
Q1 | $2.22K | Buy |
12
+2
| +20% | +$353 | ﹤0.01% | 728 |
|
|
2025
Q4 | $1.68K | Hold |
10
| – | – | ﹤0.01% | 783 |
|
|
2025
Q3 | $1.71K | Hold |
10
| – | – | ﹤0.01% | 752 |
|
|
2025
Q2 | $1.54K | Hold |
10
| – | – | ﹤0.01% | 752 |
|
|
2025
Q1 | $1.55K | Hold |
10
| – | – | ﹤0.01% | 704 |
|
|
2024
Q4 | $1.39K | Hold |
10
| – | – | ﹤0.01% | 767 |
|
|
2024
Q3 | $1.39K | Hold |
10
| – | – | ﹤0.01% | 739 |
|
|
2024
Q2 | $1.17K | Hold |
10
| – | – | ﹤0.01% | 855 |
|
|
2024
Q1 | $1.19K | Hold |
10
| – | – | ﹤0.01% | 853 |
|
|
2023
Q4 | $1.16K | Hold |
10
| – | – | ﹤0.01% | 774 |
|
|
2023
Q3 | $1.06K | Hold |
10
| – | – | ﹤0.01% | 764 |
|
|
2023
Q2 | $1.16K | Hold |
10
| – | – | ﹤0.01% | 754 |
|
|
2023
Q1 | $1.12K | Hold |
10
| – | – | ﹤0.01% | 754 |
|
|
2022
Q4 | $1.12K | Sell |
10
-11
| -52% | -$1.21K | ﹤0.01% | 747 |
|
|
2022
Q3 | $2.14K | Sell |
21
-19
| -48% | -$2.18K | ﹤0.01% | 580 |
|
|
2022
Q2 | $4.48K | Buy |
40
+14
| +54% | +$1.6K | ﹤0.01% | 409 |
|
|
2022
Q1 | $3.11K | Buy |
26
+16
| +160% | +$1.75K | ﹤0.01% | 522 |
|
|
2021
Q4 | $1.05K | Hold |
10
| – | – | ﹤0.01% | 848 |
|
|
2021
Q3 | $882 | Sell |
10
-3
| -23% | -$290 | ﹤0.01% | 870 |
|
|
2021
Q2 | $1.25K | Buy |
13
+3
| +30% | +$301 | ﹤0.01% | 750 |
|
|
2021
Q1 | $989 | Hold |
10
| – | – | ﹤0.01% | 831 |
|
|
2020
Q4 | $954 | Sell |
10
-2
| -17% | -$193 | ﹤0.01% | 749 |
|
|
2020
Q3 | $1.15K | Buy |
12
+2
| +20% | +$200 | ﹤0.01% | 627 |
|
|
2020
Q2 | $996 | Sell |
10
-56
| -85% | -$5.65K | ﹤0.01% | 662 |
|
|
2020
Q1 | $6.55K | Buy |
66
+56
| +560% | +$6.16K | ﹤0.01% | 242 |
|
|
2019
Q4 | $1.12K | Hold |
10
| – | – | ﹤0.01% | 584 |
|
|
2019
Q3 | $1.14K | Buy |
+10
| New | +$1.09K | ﹤0.01% | 544 |
|
|
2019
Q2 | – | Sell |
-10
| Closed | -$1.03K | – | 786 |
|
|
2019
Q1 | $1.03K | Hold |
10
| – | – | ﹤0.01% | 554 |
|
|
2018
Q4 | $927 | Hold |
10
| – | – | ﹤0.01% | 568 |
|
|
2018
Q3 | $939 | Hold |
10
| – | – | ﹤0.01% | 640 |
|
|
2018
Q2 | $901 | Hold |
10
| – | – | ﹤0.01% | 648 |
|
|
2018
Q1 | $842 | Buy |
+10
| New | +$814 | ﹤0.01% | 667 |
|
Other funds holding ATO
Raffa Wealth Management's ATO Position: Q2 2026 in Review
Raffa Wealth Management increased its Atmos Energy (ATO) stake by 58% in Q2 2026, buying an estimated $1.25K and bringing the position to 19 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #703.
Raffa Wealth Management first reported a position in ATO in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.55K in Q1 2020. 993 funds tracked by Wall St. Rank hold ATO as of Q2 2026.
- Raffa Wealth Management held 19 shares of Atmos Energy worth $3.27K as of Q2 2026.
- Raffa Wealth Management bought 7 Atmos Energy shares in Q2 2026, an estimated $1.25K.
- Atmos Energy made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #703 holding.
- Raffa Wealth Management first reported a position in Atmos Energy in Q1 2018 and has held it in 33 quarters since.
- Raffa Wealth Management's Atmos Energy position peaked at $6.55K in Q1 2020.
- 993 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.
Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.