RFS
ATO icon

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
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 $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

Richardson Financial Services's ATO Position: Q1 2026 in Review

Richardson Financial Services increased its Atmos Energy (ATO) stake by 9.2% in Q1 2026, buying an estimated $1.06K and bringing the position to 71 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #458.

Richardson Financial Services first reported a position in ATO in Q1 2025 and has held it in 5 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Richardson Financial Services held 71 shares of Atmos Energy worth $13.1K as of Q1 2026.
  • Richardson Financial Services bought 6 Atmos Energy shares in Q1 2026, an estimated $1.06K.
  • Atmos Energy made up 0.01% of Richardson Financial Services's portfolio in Q1 2026, its #458 holding.
  • Richardson Financial Services first reported a position in Atmos Energy in Q1 2025 and has held it in 5 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.