Position in ATO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,057,302
-$347,899 QoQ
Shares Held
23,552
-1.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#85
of 510 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $9,339,496 across 5 Utilities - Regulated Gas names. ATO ranks #1 (43.4% of the industry book) .
All Filings in ATO
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,057,302 | 23,552 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $4,405,201 | 23,848 | Shares | Other | 2026-04-24 | |
| 2025-09-30 | $3,991,792 | 23,378 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $3,419,546 | 22,189 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $3,487,478 | 22,561 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $3,053,354 | 21,924 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $3,118,477 | 22,482 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $2,651,920 | 22,734 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $1,953,152 | 16,431 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,438,187 | 21,037 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,177,072 | 20,552 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $2,138,561 | 18,382 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $2,067,760 | 18,403 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $1,973,328 | 17,608 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,821,485 | 17,884 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,943,365 | 17,336 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,102,306 | 17,594 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,810,425 | 17,280 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $1,151,010 | 13,050 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,234,917 | 12,849 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $1,141,124 | 11,544 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $1,139,624 | 11,942 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,234,543 | 12,915 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,294,937 | 13,004 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $1,359,549 | 13,701 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||