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RAFFA WEALTH MANAGEMENT, LLC’s Atmos Energy ATO Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$3.27K Buy
19
+7
+58% +$1.25K ﹤0.01% 703
2026
Q1 		$2.22K Buy
12
+2
+20% +$353 ﹤0.01% 728
2025
Q4 		$1.68K Hold
10
– – ﹤0.01% 783
2025
Q3 		$1.71K Hold
10
– – ﹤0.01% 752
2025
Q2 		$1.54K Hold
10
– – ﹤0.01% 752
2025
Q1 		$1.55K Hold
10
– – ﹤0.01% 704
2024
Q4 		$1.39K Hold
10
– – ﹤0.01% 767
2024
Q3 		$1.39K Hold
10
– – ﹤0.01% 739
2024
Q2 		$1.17K Hold
10
– – ﹤0.01% 855
2024
Q1 		$1.19K Hold
10
– – ﹤0.01% 853
2023
Q4 		$1.16K Hold
10
– – ﹤0.01% 774
2023
Q3 		$1.06K Hold
10
– – ﹤0.01% 764
2023
Q2 		$1.16K Hold
10
– – ﹤0.01% 754
2023
Q1 		$1.12K Hold
10
– – ﹤0.01% 754
2022
Q4 		$1.12K Sell
10
-11
-52% -$1.21K ﹤0.01% 747
2022
Q3 		$2.14K Sell
21
-19
-48% -$2.18K ﹤0.01% 580
2022
Q2 		$4.48K Buy
40
+14
+54% +$1.6K ﹤0.01% 409
2022
Q1 		$3.11K Buy
26
+16
+160% +$1.75K ﹤0.01% 522
2021
Q4 		$1.05K Hold
10
– – ﹤0.01% 848
2021
Q3 		$882 Sell
10
-3
-23% -$290 ﹤0.01% 870
2021
Q2 		$1.25K Buy
13
+3
+30% +$301 ﹤0.01% 750
2021
Q1 		$989 Hold
10
– – ﹤0.01% 831
2020
Q4 		$954 Sell
10
-2
-17% -$193 ﹤0.01% 749
2020
Q3 		$1.15K Buy
12
+2
+20% +$200 ﹤0.01% 627
2020
Q2 		$996 Sell
10
-56
-85% -$5.65K ﹤0.01% 662
2020
Q1 		$6.55K Buy
66
+56
+560% +$6.16K ﹤0.01% 242
2019
Q4 		$1.12K Hold
10
– – ﹤0.01% 584
2019
Q3 		$1.14K Buy
+10
New +$1.09K ﹤0.01% 544
2019
Q2 		– Sell
-10
Closed -$1.03K – 786
2019
Q1 		$1.03K Hold
10
– – ﹤0.01% 554
2018
Q4 		$927 Hold
10
– – ﹤0.01% 568
2018
Q3 		$939 Hold
10
– – ﹤0.01% 640
2018
Q2 		$901 Hold
10
– – ﹤0.01% 648
2018
Q1 		$842 Buy
+10
New +$814 ﹤0.01% 667

Other funds holding ATO

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

RAFFA WEALTH MANAGEMENT, LLC's ATO Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Atmos Energy (ATO) stake by 58% in Q2 2026, buying an estimated $1.25K and bringing the position to 19 shares worth $3.27K. The position accounts for ﹤0.01% of the portfolio, ranked #703.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in ATO in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.55K in Q1 2020. 307 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 19 shares of Atmos Energy worth $3.27K as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 7 Atmos Energy shares in Q2 2026, an estimated $1.25K.
  • Atmos Energy made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #703 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Atmos Energy in Q1 2018 and has held it in 33 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Atmos Energy position peaked at $6.55K in Q1 2020.
  • 307 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.