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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
Q2 		$2.41M Buy
14,314
+940
+7% +$168K 1.78% 21
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 $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

RD Lewis Holdings's ATO Position: Q2 2026 in Review

RD Lewis Holdings increased its Atmos Energy (ATO) stake by 7% in Q2 2026, buying an estimated $168K and bringing the position to 14,314 shares worth $2.41M. The position accounts for 1.78% of the portfolio, ranked #21.

RD Lewis Holdings first reported a position in ATO in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.57M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • RD Lewis Holdings held 14,314 shares of Atmos Energy worth $2.41M as of Q2 2026.
  • RD Lewis Holdings bought 940 Atmos Energy shares in Q2 2026, an estimated $168K.
  • Atmos Energy made up 1.78% of RD Lewis Holdings's portfolio in Q2 2026, its #21 holding.
  • RD Lewis Holdings first reported a position in Atmos Energy in Q4 2024 and has held it in 7 quarters since.
  • RD Lewis Holdings's Atmos Energy position peaked at $2.57M in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.