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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
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
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

Obermeyer Wealth Partners's ATO Position: Q1 2026 in Review

Obermeyer Wealth Partners reduced its Atmos Energy (ATO) stake by 0.57% in Q1 2026, selling an estimated $17.5K and leaving 17,332 shares worth $3.2M. The position accounts for 0.15% of the portfolio, ranked #56.

Obermeyer Wealth Partners first reported a position in ATO in Q2 2013 and has held it in 6 quarters since. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Obermeyer Wealth Partners held 17,332 shares of Atmos Energy worth $3.2M as of Q1 2026.
  • Obermeyer Wealth Partners sold 99 Atmos Energy shares in Q1 2026, an estimated $17.5K.
  • Atmos Energy made up 0.15% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Obermeyer Wealth Partners first reported a position in Atmos Energy in Q2 2013 and has held it in 6 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.