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RD Lewis Holdings’s Atmos Energy ATO Stock Holding History

RD Lewis Holdings’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 		$2.57M Sell
13,374
-465
-3% -$82.2K 2.23% 17
2025
Q4 		$2.34M Buy
13,839
+385
+3% +$66.6K 2% 19
2025
Q3 		$2.39M Buy
13,454
+914
+7% +$148K 2.24% 16
2025
Q2 		$2.04M Buy
12,540
+359
+3% +$55.8K 2.06% 16
2025
Q1 		$1.97M Buy
12,181
+654
+6% +$95.4K 2.23% 16
2024
Q4 		$1.64M Buy
+11,527
New +$1.64M 1.81% 21

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

RD Lewis Holdings's ATO Position: Q1 2026 in Review

RD Lewis Holdings reduced its Atmos Energy (ATO) stake by 3.4% in Q1 2026, selling an estimated $82.2K and leaving 13,374 shares worth $2.57M. The position accounts for 2.23% of the portfolio, ranked #17.

RD Lewis Holdings first reported a position in ATO in Q4 2024 and has held it in 6 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • RD Lewis Holdings held 13,374 shares of Atmos Energy worth $2.57M as of Q1 2026.
  • RD Lewis Holdings sold 465 Atmos Energy shares in Q1 2026, an estimated $82.2K.
  • Atmos Energy made up 2.23% of RD Lewis Holdings's portfolio in Q1 2026, its #17 holding.
  • RD Lewis Holdings first reported a position in Atmos Energy in Q4 2024 and has held it in 6 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.