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Richardson Financial Services’s Atmos Energy ATO Stock Holding History

Richardson Financial Services’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 		$11.9K Sell
69
-2
-3% -$358 0.01% 460
2026
Q1 		$13.1K Buy
71
+6
+9% +$1.06K 0.01% 458
2025
Q4 		$12K Buy
65
+6
+10% +$1.04K ﹤0.01% 468
2025
Q3 		$10.1K Buy
59
+5
+9% +$807 0.01% 437
2025
Q2 		$8.3K Buy
54
+5
+10% +$777 0.01% 436
2025
Q1 		$7.58K Buy
+49
New +$7.15K 0.01% 423

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

Richardson Financial Services's ATO Position: Q2 2026 in Review

Richardson Financial Services reduced its Atmos Energy (ATO) stake by 2.8% in Q2 2026, selling an estimated $358 and leaving 69 shares worth $11.9K. The position accounts for 0.01% of the portfolio, ranked #460.

Richardson Financial Services first reported a position in ATO in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.1K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Richardson Financial Services held 69 shares of Atmos Energy worth $11.9K as of Q2 2026.
  • Richardson Financial Services sold 2 Atmos Energy shares in Q2 2026, an estimated $358.
  • Atmos Energy made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #460 holding.
  • Richardson Financial Services first reported a position in Atmos Energy in Q1 2025 and has held it in 6 quarters since.
  • Richardson Financial Services's Atmos Energy position peaked at $13.1K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.