Atmos Energy (ATO)Duff & Phelps Investment Management Co reduced its stake -44K shares

608K

Shares reported · -44K vs prior quarter

1.2%

Disclosed portfolio weight

$112M

Reported value

Holdings as of

Mar 31, 2026

Filed

Jul 24, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Dec 18, 2025Federal contract · $177K obligatedDepartment of Justice awarded Atmos Energy: $177K obligated to date
2. Jan 6, 2026Federal contract · $15K obligatedDepartment of Justice awarded Atmos Energy: $15K obligated to date
3. Jan 12, 2026Federal contract · $113K obligatedDepartment of Justice awarded Atmos Energy: $113K obligated to date
4. Jan 15, 2026Federal contract · $254K obligatedDepartment of Justice awarded Atmos Energy: $254K obligated to date
5. Mar 4, 2026Federal contract · $15K obligatedDepartment of Justice awarded Atmos Energy: $15K obligated to date
6. Jun 12, 2026CongressDisclosed sale of ATO — reported range $1,001 - $15,000
7. Jun 18, 2026Company filing · Form 8-K · Material agreementSigned an important agreement

What came next

1. Jul 27, 20265% stakeBlackRock, Inc. reported a passive stake (13G) of 8.7%
2. Aug 4, 2026Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On August 4, 2026, James H. Jeffries IV was elected to the Board of Directors of Atmos Energy Corporation (the “Company”), effective September 1, 2026, with his term expiring at the 2027 annual meeting of shareholders on February 3, 2027.”
3. Aug 5, 2026Company filing · Form 8-K · ResultsReported its results
4. Aug 11, 2026Insider · First insider buy since Nov 2024Director purchased ~$50K of ATO shares in the open market
5. Aug 13, 20265% stakeWellington Management Group LLP reported a passive stake (13G) of 5.5%
6. Oct 9, 2026Company filing · Form 8-K · Material agreementSigned an important agreement

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Atmos Energy

For Atmos Energy, OQRO holds 1 insider filing (SEC Form 4 or Form 144), 1 Congress trade report, 22 fund holdings reports (13F) and 4 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its ATO page.

How this filing works

• SEC Form 13F

Other disclosures at Atmos Energy

• USAspending.gov award recordSep 24, 2026
• USAspending.gov award recordAug 28, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026
• SEC Form 13F-HRAug 14, 2026

Everything OQRO holds on this company is on its ATO page.