Obermeyer Wealth Partners’s Atmos Energy ATO Stock Holding History

Obermeyer Wealth Partners’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	$2.89M	Sell	16,803 -529	-3%	-$94.7K	0.12%	65
2026 Q1	$3.2M	Sell	17,332 -99	-0.6%	-$17.5K	0.15%	56
2025 Q4	$2.92M	Sell	17,431 -218	-1%	-$37.7K	0.13%	61
2025 Q3	$3.01M	Buy	17,649 +1,096	+7%	+$177K	0.14%	58
2025 Q2	$2.55M	Buy	16,553 +2,369	+17%	+$368K	0.13%	61
2025 Q1	$2.19M	Buy	+14,184	New	+$2.07M	0.12%	65
2013 Q3	–	Sell	-130	Closed	-$5K	–	73
2013 Q2	$5K	Buy	+130	New	+$5.54K	﹤0.01%	308

Other funds holding ATO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Obermeyer Wealth Partners's ATO Position: Q2 2026 in Review

Obermeyer Wealth Partners reduced its Atmos Energy (ATO) stake by 3.1% in Q2 2026, selling an estimated $94.7K and leaving 16,803 shares worth $2.89M. The position accounts for 0.12% of the portfolio, ranked #65.

Obermeyer Wealth Partners first reported a position in ATO in Q2 2013 and has held it in 7 quarters since. The position peaked at $3.2M in Q1 2026. 1,042 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

Obermeyer Wealth Partners held 16,803 shares of Atmos Energy worth $2.89M as of Q2 2026.
Obermeyer Wealth Partners sold 529 Atmos Energy shares in Q2 2026, an estimated $94.7K.
Atmos Energy made up 0.12% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #65 holding.
Obermeyer Wealth Partners first reported a position in Atmos Energy in Q2 2013 and has held it in 7 quarters since.
Obermeyer Wealth Partners's Atmos Energy position peaked at $3.2M in Q1 2026.
1,042 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.