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Silver Oak Securities’s Atmos Energy ATO Stock Holding History

Silver Oak Securities’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
Q2 		$498K Buy
2,890
+280
+11% +$50.1K 0.03% 473
2026
Q1 		$482K Buy
2,610
+166
+7% +$29.3K 0.04% 449
2025
Q4 		$412K Buy
+2,444
New +$423K 0.03% 518

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Silver Oak Securities's ATO Position: Q2 2026 in Review

Silver Oak Securities increased its Atmos Energy (ATO) stake by 11% in Q2 2026, buying an estimated $50.1K and bringing the position to 2,890 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #473.

Silver Oak Securities first reported a position in ATO in Q4 2025 and has held it in 3 quarters since. 1,037 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Silver Oak Securities held 2,890 shares of Atmos Energy worth $498K as of Q2 2026.
  • Silver Oak Securities bought 280 Atmos Energy shares in Q2 2026, an estimated $50.1K.
  • Atmos Energy made up 0.03% of Silver Oak Securities's portfolio in Q2 2026, its #473 holding.
  • Silver Oak Securities first reported a position in Atmos Energy in Q4 2025 and has held it in 3 quarters since.
  • 1,037 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.