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RFG Holdings’s Atmos Energy ATO Stock Holding History

RFG 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 		$334K Buy
1,940
+16
+0.8% +$2.87K 0.07% 61
2026
Q1 		$355K Buy
1,924
+8
+0.4% +$1.41K 0.09% 52
2025
Q4 		$321K Hold
1,916
– – 0.08% 49
2025
Q3 		$327K Buy
1,916
+3
+0.2% +$484 0.08% 47
2025
Q2 		$295K Buy
1,913
+28
+1% +$4.35K 0.09% 49
2025
Q1 		$291K Buy
1,885
+14
+0.7% +$2.04K 0.09% 50
2024
Q4 		$261K Buy
1,871
+7
+0.4% +$996 0.09% 48
2024
Q3 		$259K Buy
+1,864
New +$239K 0.09% 45

Other funds holding ATO

Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
NP
Nilsine Partners Greenwood Village, Colorado $1.45B AUM 47.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
MR
Munich Reinsurance Munich $4.57B AUM 28.39% 1-Year Est. Return

RFG Holdings's ATO Position: Q2 2026 in Review

RFG Holdings increased its Atmos Energy (ATO) stake by 0.83% in Q2 2026, buying an estimated $2.87K and bringing the position to 1,940 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #61.

RFG Holdings first reported a position in ATO in Q3 2024 and has held it in 8 quarters since. The position peaked at $355K in Q1 2026. 360 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • RFG Holdings held 1,940 shares of Atmos Energy worth $334K as of Q2 2026.
  • RFG Holdings bought 16 Atmos Energy shares in Q2 2026, an estimated $2.87K.
  • Atmos Energy made up 0.07% of RFG Holdings's portfolio in Q2 2026, its #61 holding.
  • RFG Holdings first reported a position in Atmos Energy in Q3 2024 and has held it in 8 quarters since.
  • RFG Holdings's Atmos Energy position peaked at $355K in Q1 2026.
  • 360 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on RFG Holdings's 13F filing for Q2 2026, filed 29 Jul 2026.