Rafferty Asset Management
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Rafferty Asset Management's ATO Position: Q1 2026 in Review

Rafferty Asset Management reduced its Atmos Energy (ATO) stake by 24% in Q1 2026, selling an estimated $758K and leaving 13,388 shares worth $2.47M. The position accounts for 0.01% of the portfolio, ranked #564.

Rafferty Asset Management first reported a position in ATO in Q3 2017 and has held it in 23 quarters since. The position peaked at $2.96M in Q4 2025. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Rafferty Asset Management held 13,388 shares of Atmos Energy worth $2.47M as of Q1 2026.
  • Rafferty Asset Management sold 4,288 Atmos Energy shares in Q1 2026, an estimated $758K.
  • Atmos Energy made up 0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #564 holding.
  • Rafferty Asset Management first reported a position in Atmos Energy in Q3 2017 and has held it in 23 quarters since.
  • Rafferty Asset Management's Atmos Energy position peaked at $2.96M in Q4 2025.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.