ATO ATMOS ENERGY CORP COM

Ownership history in OPPENHEIMER & CO INC  ·  64 quarters on record

AI Ownership Summary

OPPENHEIMER & CO INC reported ATMOS ENERGY CORP COM (ATO) in 64 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.08% in 2024 Q3. The latest visible filing shows ATO at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OPPENHEIMER & CO INC's position in ATMOS ENERGY CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ATO was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How OPPENHEIMER & CO INC held ATO — position size vs. price
% of Fund (quarterly)    ATO price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 27,414 +400 +1.5% 0.06% $4.7M 2025-11-06 $173.51
2025 Q2 REDUCED 27,014 -5,390 -16.6% 0.06% $4.2M 2025-07-31 $153.38
2025 Q1 REDUCED 32,404 -2,625 -7.5% 0.08% $5.0M 2025-04-23 $156.12
2024 Q4 REDUCED 35,029 -889 -2.5% 0.07% $4.9M 2025-02-05 $141.08
2024 Q3 ADDED 35,918 +640 +1.8% 0.08% $5.0M 2024-11-05 $133.42
2024 Q2 ADDED 35,278 +8,337 +30.9% 0.07% $4.1M 2024-08-08 $121.99
2024 Q1 REDUCED 26,941 -4,454 -14.2% 0.05% $3.2M 2024-05-07 $114.82
2023 Q4 REDUCED 31,395 -960 -3.0% 0.07% $3.6M 2024-02-13 $105.88
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About OPPENHEIMER & CO INC and ATO

These are the practical questions this page is built to answer before you even open the full history table.

How long has OPPENHEIMER & CO INC reported owning ATO?

OPPENHEIMER & CO INC reported ATO across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported ATO position in OPPENHEIMER & CO INC's portfolio?

The largest reported portfolio weight for ATO was 0.08% in 2024 Q3.

What is the latest reported ATO position on this page?

The most recent filing on this page is 2025 Q3, when OPPENHEIMER & CO INC reported 27,414 shares, equal to 0.06% of portfolio, with an estimated market value of $4.7M.

What does the chart on this ATO ownership page compare?

The chart compares OPPENHEIMER & CO INC's quarterly ATO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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