Position in ATO
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$4,773,084
-$392,980 QoQ
Shares Held
27,707
-0.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#270
of 1,035 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026OPPENHEIMER & CO INC holds $13,842,274 across 5 Utilities - Regulated Gas names. ATO ranks #1 (34.5% 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 | $4,773,084 | 27,707 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $5,166,064 | 27,967 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $4,680,940 | 27,414 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,163,127 | 27,014 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $5,009,010 | 32,404 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $4,878,488 | 35,029 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $4,982,185 | 35,918 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $4,115,178 | 35,278 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,202,476 | 26,941 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,638,680 | 31,395 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $3,427,365 | 32,355 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,429,237 | 29,476 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $3,161,473 | 28,137 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,819,793 | 25,161 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $2,453,464 | 24,089 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,757,884 | 24,602 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,044,246 | 25,477 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,760,270 | 26,346 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,131,617 | 24,168 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,060,982 | 21,444 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $2,617,449 | 26,479 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,417,909 | 25,337 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,030,140 | 21,238 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,825,781 | 28,377 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $2,946,039 | 29,689 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||