Edgemoor Investment Advisors’s Atmos Energy ATO Stock Holding History

Edgemoor Investment Advisors’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.29M	Sell	27,859 -1,100	-4%	-$170K	0.37%	52
2025 Q1	$4.48M	Sell	28,959 -100	-0.3%	-$15.5K	0.41%	52
2024 Q4	$4.05M	Sell	29,059 -775	-3%	-$108K	0.36%	54
2024 Q3	$4.14M	Sell	29,834 -48	-0.2%	-$6.66K	0.36%	53
2024 Q2	$3.49M	Sell	29,882 -412	-1%	-$48.1K	0.32%	58
2024 Q1	$3.6M	Sell	30,294 -150	-0.5%	-$17.8K	0.34%	55
2023 Q4	$3.53M	Sell	30,444 -64	-0.2%	-$7.42K	0.37%	53
2023 Q3	$3.23M	Sell	30,508 -693	-2%	-$73.4K	0.38%	53
2023 Q2	$3.63M	Sell	31,201 -1,669	-5%	-$194K	0.41%	53
2023 Q1	$3.69M	Sell	32,870 -400	-1%	-$44.9K	0.45%	49
2022 Q4	$3.73M	Sell	33,270 -147	-0.4%	-$16.5K	0.47%	50
2022 Q3	$3.4M	Sell	33,417 -260	-0.8%	-$26.5K	0.45%	52
2022 Q2	$3.78M	Sell	33,677 -395	-1%	-$44.3K	0.48%	55
2022 Q1	$4.07M	Hold	34,072	–	–	0.43%	58
2021 Q4	$3.57M	Sell	34,072 -67	-0.2%	-$7.02K	0.37%	56
2021 Q3	$3.01M	Sell	34,139 -1,376	-4%	-$121K	0.34%	57
2021 Q2	$3.41M	Buy	35,515 +17	+0%	+$1.63K	0.32%	55
2021 Q1	$3.51M	Sell	35,498 -313	-0.9%	-$30.9K	0.35%	55
2020 Q4	$3.42M	Sell	35,811 -500	-1%	-$47.7K	0.38%	52
2020 Q3	$3.47M	Hold	36,311	–	–	0.43%	51
2020 Q2	$3.62M	Sell	36,311 -95	-0.3%	-$9.46K	0.49%	50
2020 Q1	$3.61M	Sell	36,406 -285	-0.8%	-$28.3K	0.59%	47
2019 Q4	$4.1M	Sell	36,691 -230	-0.6%	-$25.7K	0.47%	59
2019 Q3	$4.21M	Sell	36,921 -117	-0.3%	-$13.3K	0.52%	59
2019 Q2	$3.91M	Hold	37,038	–	–	0.49%	58
2019 Q1	$3.81M	Hold	37,038	–	–	0.5%	56
2018 Q4	$3.43M	Sell	37,038 -1,513	-4%	-$140K	0.51%	55
2018 Q3	$3.62M	Sell	38,551 -134	-0.3%	-$12.6K	0.45%	59
2018 Q2	$3.49M	Sell	38,685 -377	-1%	-$34K	0.47%	61
2018 Q1	$3.29M	Sell	39,062 -3,122	-7%	-$263K	0.44%	61
2017 Q4	$3.38M	Sell	42,184 -93	-0.2%	-$7.45K	0.43%	60
2017 Q3	$3.55M	Sell	42,277 -60	-0.1%	-$5.03K	0.48%	62
2017 Q2	$3.51M	Buy	42,337 +279	+0.7%	+$23.1K	0.48%	65
2017 Q1	$3.32M	Sell	42,058 -806	-2%	-$63.7K	0.47%	62
2016 Q4	$3.18M	Sell	42,864 -1,520	-3%	-$113K	0.48%	62
2016 Q3	$3.31M	Sell	44,384 -940	-2%	-$70K	0.51%	61
2016 Q2	$3.69M	Hold	45,324	–	–	0.58%	59
2016 Q1	$3.37M	Sell	45,324 -928	-2%	-$68.9K	0.52%	65
2015 Q4	$2.92M	Sell	46,252 -723	-2%	-$45.6K	0.44%	69
2015 Q3	$2.73M	Hold	46,975	–	–	0.42%	69
2015 Q2	$2.41M	Hold	46,975	–	–	0.35%	67
2015 Q1	$2.6M	Hold	46,975	–	–	0.37%	63
2014 Q4	$2.62M	Hold	46,975	–	–	0.38%	62
2014 Q3	$2.24M	Sell	46,975 -1,415	-3%	-$67.5K	0.33%	69
2014 Q2	$2.58M	Sell	48,390 -11	-0%	-$587	0.38%	69
2014 Q1	$2.28M	Sell	48,401 -576	-1%	-$27.1K	0.36%	66
2013 Q4	$2.23M	Sell	48,977 -692	-1%	-$31.4K	0.35%	67
2013 Q3	$2.12M	Sell	49,669 -1,073	-2%	-$45.7K	0.37%	64
2013 Q2	$2.08M	Buy	+50,742	New	+$2.08M	0.37%	63