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Oppenheimer & Co’s Atmos Energy ATO Stock Holding History

Oppenheimer & Co’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 		$5.17M Buy
+27,967
New +$4.94M 0.06% 326
2025
Q4 		– Sell
-27,414
Closed -$4.68M – 1566
2025
Q3 		$4.68M Buy
27,414
+400
+1% +$64.6K 0.06% 356
2025
Q2 		$4.16M Sell
27,014
-5,390
-17% -$837K 0.06% 365
2025
Q1 		$5.01M Sell
32,404
-2,625
-7% -$383K 0.08% 287
2024
Q4 		$4.88M Sell
35,029
-889
-2% -$126K 0.07% 294
2024
Q3 		$4.98M Buy
35,918
+640
+2% +$82.2K 0.08% 289
2024
Q2 		$4.12M Buy
35,278
+8,337
+31% +$972K 0.07% 312
2024
Q1 		$3.2M Sell
26,941
-4,454
-14% -$511K 0.05% 382
2023
Q4 		$3.64M Sell
31,395
-960
-3% -$107K 0.07% 333
2023
Q3 		$3.43M Buy
32,355
+2,879
+10% +$336K 0.07% 313
2023
Q2 		$3.43M Buy
29,476
+1,339
+5% +$155K 0.07% 310
2023
Q1 		$3.16M Buy
28,137
+2,976
+12% +$338K 0.07% 322
2022
Q4 		$2.82M Buy
25,161
+1,072
+4% +$118K 0.06% 344
2022
Q3 		$2.45M Sell
24,089
-513
-2% -$58.8K 0.06% 372
2022
Q2 		$2.76M Sell
24,602
-875
-3% -$100K 0.06% 367
2022
Q1 		$3.04M Sell
25,477
-869
-3% -$94.9K 0.05% 388
2021
Q4 		$2.76M Buy
26,346
+2,178
+9% +$206K 0.05% 418
2021
Q3 		$2.13M Buy
24,168
+2,724
+13% +$263K 0.04% 488
2021
Q2 		$2.06M Sell
21,444
-5,035
-19% -$505K 0.04% 504
2021
Q1 		$2.62M Buy
26,479
+1,142
+5% +$104K 0.05% 390
2020
Q4 		$2.42M Buy
25,337
+4,099
+19% +$395K 0.05% 395
2020
Q3 		$2.03M Sell
21,238
-7,139
-25% -$713K 0.05% 385
2020
Q2 		$2.83M Sell
28,377
-1,312
-4% -$132K 0.07% 299
2020
Q1 		$2.95M Buy
29,689
+2,351
+9% +$259K 0.09% 250
2019
Q4 		$3.06M Buy
27,338
+21,701
+385% +$2.38M 0.08% 293
2019
Q3 		$642K Buy
5,637
+19
+0.3% +$2.08K 0.02% 712
2019
Q2 		$593K Sell
5,618
-220
-4% -$22.5K 0.02% 749
2019
Q1 		$601K Sell
5,838
-18
-0.3% -$1.75K 0.02% 739
2018
Q4 		$543K Sell
5,856
-18
-0.3% -$1.72K 0.02% 701
2018
Q3 		$552K Buy
+5,874
New +$542K 0.01% 830
2016
Q2 		– Sell
-8,304
Closed -$616K – 1232
2016
Q1 		$616K Buy
8,304
+1,000
+14% +$68.6K 0.02% 683
2015
Q4 		$460K Hold
7,304
– – 0.01% 791
2015
Q3 		$425K Sell
7,304
-155
-2% -$8.52K 0.01% 871
2015
Q2 		$382K Sell
7,459
-114
-2% -$6.11K 0.01% 997
2015
Q1 		$419K Hold
7,573
– – 0.01% 957
2014
Q4 		$422K Buy
7,573
+127
+2% +$6.69K 0.01% 891
2014
Q3 		$355K Sell
7,446
-55
-0.7% -$2.74K 0.01% 998
2014
Q2 		$401K Sell
7,501
-1,869
-20% -$94.4K 0.01% 932
2014
Q1 		$442K Buy
9,370
+2,970
+46% +$137K 0.01% 873
2013
Q4 		$291K Sell
6,400
-20,000
-76% -$883K 0.01% 1017
2013
Q3 		$1.12M Hold
26,400
– – 0.04% 491
2013
Q2 		$1.08M Buy
+26,400
New +$1.13M 0.04% 494

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

Oppenheimer & Co's ATO Position: Q1 2026 in Review

Oppenheimer & Co opened a new position in Atmos Energy (ATO) in Q1 2026: 27,967 shares worth $5.17M. The stake represents 0.06% of the portfolio and ranks #326 among its holdings. This is a return to the name: Oppenheimer & Co previously reported a position in ATO as recently as Q3 2025.

Oppenheimer & Co first reported a position in ATO in Q2 2013 and has held it in 42 quarters since. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Oppenheimer & Co held 27,967 shares of Atmos Energy worth $5.17M as of Q1 2026.
  • Atmos Energy was a new Oppenheimer & Co position in Q1 2026.
  • Atmos Energy made up 0.06% of Oppenheimer & Co's portfolio in Q1 2026, its #326 holding.
  • Oppenheimer & Co first reported a position in Atmos Energy in Q2 2013 and has held it in 42 quarters since.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Oppenheimer & Co's 13F filing for Q1 2026, filed 24 Apr 2026.