Silver Lake Advisory’s Atmos Energy ATO Stock Holding History

Silver Lake Advisory’s Portfolio ATO Stock Details ATO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.21M	Buy	6,574 +36	+0.6%	+$6.36K	0.48%	56
2025 Q4	$1.1M	Hold	6,538	–	–	0.43%	60
2025 Q3	$1.12M	Sell	6,538 -1,300	-17%	-$210K	0.44%	58
2025 Q2	$1.21M	Hold	7,838	–	–	0.51%	58
2025 Q1	$1.21M	Buy	7,838 +44	+0.6%	+$6.42K	0.53%	57
2024 Q4	$1.09M	Buy	7,794 +47	+0.6%	+$6.69K	0.48%	59
2024 Q3	$1.07M	Buy	7,747 +47	+0.6%	+$6.04K	0.44%	60
2024 Q2	$898K	Buy	7,700 +52	+0.7%	+$6.06K	0.4%	59
2024 Q1	$909K	Buy	+7,648	New	+$877K	0.41%	58
2023 Q3	–	Sell	-7,648	Closed	-$890K	–	58
2023 Q2	$890K	Buy	7,648 +100	+1%	+$11.6K	0.48%	53
2023 Q1	$848K	Buy	+7,548	New	+$858K	0.47%	53
2022 Q4	–	Sell	-7,548	Closed	-$769K	–	61
2022 Q3	$769K	Hold	7,548	–	–	0.45%	58
2022 Q2	$846K	Hold	7,548	–	–	0.46%	58
2022 Q1	$902K	Hold	7,548	–	–	0.43%	59
2021 Q4	$791K	Hold	7,548	–	–	0.37%	63
2021 Q3	$666K	Hold	7,548	–	–	0.33%	65
2021 Q2	$752K	Hold	7,548	–	–	0.36%	63
2021 Q1	$746K	Hold	7,548	–	–	0.38%	62
2020 Q4	$720K	Hold	7,548	–	–	0.39%	63
2020 Q3	$721K	Buy	7,548 +45	+0.6%	+$4.49K	0.44%	58
2020 Q2	$747K	Buy	7,503 +41	+0.5%	+$4.13K	0.48%	57
2020 Q1	$740K	Buy	7,462 +40	+0.5%	+$4.4K	0.54%	52
2019 Q4	$830K	Buy	7,422 +40	+0.5%	+$4.39K	0.5%	50
2019 Q3	$841K	Buy	7,382 +36	+0.5%	+$3.94K	0.54%	53
2019 Q2	$775K	Buy	7,346 +37	+0.5%	+$3.79K	0.51%	54
2019 Q1	$752K	Buy	7,309 +38	+0.5%	+$3.7K	0.51%	53
2018 Q4	$674K	Hold	7,271	–	–	0.5%	54
2018 Q3	$683K	Sell	7,271 -244	-3%	-$22.5K	0.42%	63
2018 Q2	$623K	Buy	7,515 +321	+4%	+$27.8K	0.5%	51
2018 Q1	$606K	Buy	7,194 +42	+0.6%	+$3.42K	0.45%	56
2017 Q4	$614K	Sell	7,152 -262	-4%	-$23K	0.44%	56
2017 Q3	$622K	Sell	7,414 -101	-1%	-$8.71K	0.47%	55
2017 Q2	$623K	Buy	7,515 +40	+0.5%	+$3.28K	0.46%	53
2017 Q1	$590K	Sell	7,475 -3,075	-29%	-$236K	0.44%	56
2016 Q4	$782K	Buy	10,550 +44	+0.4%	+$3.18K	0.6%	51
2016 Q3	$782K	Buy	10,506 +41	+0.4%	+$3.15K	0.58%	50
2016 Q2	$851K	Buy	10,465 +42	+0.4%	+$3.11K	0.63%	48
2016 Q1	$774K	Sell	10,423 -6,850	-40%	-$470K	0.66%	44
2015 Q4	$1.09M	Buy	17,273 +91	+0.5%	+$5.59K	0.97%	37
2015 Q3	$1M	Buy	17,182 +96	+0.6%	+$5.27K	0.9%	42
2015 Q2	$876K	Sell	17,086 -140	-0.8%	-$7.5K	0.71%	47
2015 Q1	$953K	Buy	17,226 +99	+0.6%	+$5.45K	0.77%	44
2014 Q4	$955K	Buy	17,127 +95	+0.6%	+$5K	0.78%	45
2014 Q3	$812K	Buy	17,032 +96	+0.6%	+$4.79K	0.67%	48
2014 Q2	$867K	Sell	16,936 -35,902	-68%	-$1.81M	0.72%	46
2014 Q1	$2.49M	Sell	52,838 -17,789	-25%	-$819K	2.23%	15
2013 Q4	$3.21M	Buy	+70,627	New	+$3.12M	2.73%	7

Other funds holding ATO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Silver Lake Advisory's ATO Position: Q1 2026 in Review

Silver Lake Advisory increased its Atmos Energy (ATO) stake by 0.55% in Q1 2026, buying an estimated $6.36K and bringing the position to 6,574 shares worth $1.21M. The position accounts for 0.48% of the portfolio, ranked #56.

Silver Lake Advisory first reported a position in ATO in Q4 2013 and has held it in 47 quarters since. The position peaked at $3.21M in Q4 2013. 1,012 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

Silver Lake Advisory held 6,574 shares of Atmos Energy worth $1.21M as of Q1 2026.
Silver Lake Advisory bought 36 Atmos Energy shares in Q1 2026, an estimated $6.36K.
Atmos Energy made up 0.48% of Silver Lake Advisory's portfolio in Q1 2026, its #56 holding.
Silver Lake Advisory first reported a position in Atmos Energy in Q4 2013 and has held it in 47 quarters since.
Silver Lake Advisory's Atmos Energy position peaked at $3.21M in Q4 2013.
1,012 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Silver Lake Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.