Rafferty Asset Management
ATO icon

Rafferty Asset Management’s Atmos Energy ATO Stock Holding History

Rafferty Asset Management’s Portfolio ATO Stock Details ATO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.18M Buy
18,436
+5,048
+38% +$904K 0.01% 526
2026
Q1 		$2.47M Sell
13,388
-4,288
-24% -$758K 0.01% 564
2025
Q4 		$2.96M Buy
17,676
+771
+5% +$133K 0.01% 560
2025
Q3 		$2.89M Sell
16,905
-157
-0.9% -$25.3K 0.01% 556
2025
Q2 		$2.63M Buy
17,062
+2,779
+19% +$432K 0.01% 541
2025
Q1 		$2.21M Sell
14,283
-3,142
-18% -$458K 0.01% 552
2024
Q4 		$2.43M Sell
17,425
-462
-3% -$65.7K 0.01% 589
2024
Q3 		$2.48M Buy
17,887
+1,522
+9% +$196K 0.01% 580
2024
Q2 		$1.91M Sell
16,365
-985
-6% -$115K 0.01% 653
2024
Q1 		$2.06M Buy
17,350
+779
+5% +$89.3K 0.01% 674
2023
Q4 		$1.92M Buy
16,571
+1,442
+10% +$161K 0.01% 682
2023
Q3 		$1.6M Buy
15,129
+1,935
+15% +$226K 0.01% 676
2023
Q2 		$1.53M Buy
13,194
+2,684
+26% +$311K 0.01% 715
2023
Q1 		$1.18M Buy
10,510
+1,426
+16% +$162K 0.01% 763
2022
Q4 		$1.02M Buy
9,084
+3,871
+74% +$426K 0.01% 751
2022
Q3 		$531K Buy
+5,213
New +$597K 0.01% 833
2022
Q2 		– Sell
-1,680
Closed -$201K – 1137
2022
Q1 		$201K Sell
1,680
-1,532
-48% -$167K ﹤0.01% 1153
2021
Q4 		$337K Sell
3,212
-1,387
-30% -$131K ﹤0.01% 1131
2021
Q3 		$406K Buy
4,599
+1,682
+58% +$163K ﹤0.01% 1088
2021
Q2 		$280K Buy
2,917
+427
+17% +$42.8K ﹤0.01% 1187
2021
Q1 		$246K Sell
2,490
-333
-12% -$30.3K ﹤0.01% 1115
2020
Q4 		$269K Buy
+2,823
New +$272K ﹤0.01% 859
2020
Q3 		– Sell
-3,029
Closed -$302K – 953
2020
Q2 		$302K Buy
+3,029
New +$306K ﹤0.01% 827
2017
Q4 		– Sell
-8,728
Closed -$732K – 702
2017
Q3 		$732K Buy
+8,728
New +$753K 0.02% 468

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rafferty Asset Management's ATO Position: Q2 2026 in Review

Rafferty Asset Management increased its Atmos Energy (ATO) stake by 38% in Q2 2026, buying an estimated $904K and bringing the position to 18,436 shares worth $3.18M. The position accounts for 0.01% of the portfolio, ranked #526.

Rafferty Asset Management first reported a position in ATO in Q3 2017 and has held it in 24 quarters since. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Rafferty Asset Management held 18,436 shares of Atmos Energy worth $3.18M as of Q2 2026.
  • Rafferty Asset Management bought 5,048 Atmos Energy shares in Q2 2026, an estimated $904K.
  • Atmos Energy made up 0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #526 holding.
  • Rafferty Asset Management first reported a position in Atmos Energy in Q3 2017 and has held it in 24 quarters since.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.