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 Q3	$2.7M	Buy	17,273 +470	+3%	+$79.7K	0.11%	65
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

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

Obermeyer Wealth Partners's ATO Position: Q3 2026 in Review

Obermeyer Wealth Partners increased its Atmos Energy (ATO) stake by 2.8% in Q3 2026, buying an estimated $79.7K and bringing the position to 17,273 shares worth $2.7M. The position accounts for 0.11% of the portfolio, ranked #65.

Obermeyer Wealth Partners first reported a position in ATO in Q2 2013 and has held it in 8 quarters since. The position peaked at $3.2M in Q1 2026. 238 funds tracked by Wall St. Rank hold ATO as of Q3 2026.

Obermeyer Wealth Partners held 17,273 shares of Atmos Energy worth $2.7M as of Q3 2026.
Obermeyer Wealth Partners bought 470 Atmos Energy shares in Q3 2026, an estimated $79.7K.
Atmos Energy made up 0.11% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #65 holding.
Obermeyer Wealth Partners first reported a position in Atmos Energy in Q2 2013 and has held it in 8 quarters since.
Obermeyer Wealth Partners's Atmos Energy position peaked at $3.2M in Q1 2026.
238 funds tracked by Wall St. Rank held Atmos Energy as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.