SILVERCREST ASSET MANAGEMENT GROUP LLC ATO — ATMOS ENERGY CORP COM COM

Ownership history in SILVERCREST ASSET MANAGEMENT GROUP LLC  ·  54 quarters on record

AI Ownership Summary

SILVERCREST ASSET MANAGEMENT GROUP LLC reported ATMOS ENERGY CORP COM COM (ATO) in 54 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.9% in 2025 Q1. The latest visible filing shows ATO at 0.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ATO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SILVERCREST ASSET MANAGEMENT GROUP LLC's position in ATMOS ENERGY CORP COM COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ATO was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.9% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ATO stock page SILVERCREST ASSET MANAGEMENT GROUP LLC fund profile SILVERCREST ASSET MANAGEMENT GROUP LLC full holdings
How SILVERCREST ASSET MANAGEMENT GROUP LLC held ATO — position size vs. price
% of Fund (quarterly)    ATO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 725,203 -35,453 -4.7% 0.84% $121.6M 2026-02-14 (Est.) $178.26
2025 Q3 REDUCED — — — 760,656 -30,053 -3.8% 0.86% $129.9M 2025-11-14 $173.16
2025 Q2 REDUCED — — — 790,709 -21,407 -2.6% 0.82% $121.9M 2025-08-14 $163.42
2025 Q1 REDUCED — — — 812,116 -13,591 -1.6% 0.90% $125.5M 2025-05-15 $152.58
2024 Q4 REDUCED — — — 825,707 -1,696 -0.2% 0.77% $115.0M 2025-02-14 $142.49
2024 Q3 REDUCED 52.1% +0.8% ❌ 827,403 -900,753 -52.1% 0.78% $114.8M 2024-11-14 $139.57
2024 Q2 ADDED — — — 1,728,156 +779,525 +82.2% 0.69% $201.6M 2024-08-14 $123.64
2024 Q1 REDUCED 5.4% -1.7% ✅ 948,631 -53,797 -5.4% 0.76% $112.8M 2024-05-15 $112.41
2023 Q4 REDUCED 7.8% +2.4% ❌ 1,002,428 -84,248 -7.8% 0.82% $116.2M 2024-02-14 $107.04
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ATO

As of 2026 Q1 — sorted by position size

Perpetual Ltd 3Y 7Y 3.51% RD Lewis Holdings, Inc. 2.23% Ausbil Investment Management Ltd 3Y 1.99% Kentucky Trust Co 1.59% Board of the Pension Protection Fund 1.58% ALBERT D MASON INC 3Y 7Y 1.5% Brendel Financial Advisors LLC 3Y 7Y 1.25% TrueMark Investments, LLC 1.2% HENNESSY ADVISORS INC 3Y 7Y 0.96% AMARILLO NATIONAL BANK 3Y 7Y 0.93%

FAQ About SILVERCREST ASSET MANAGEMENT GROUP LLC and ATO

These are the practical questions this page is built to answer before you even open the full history table.

How long has SILVERCREST ASSET MANAGEMENT GROUP LLC reported owning ATO?

SILVERCREST ASSET MANAGEMENT GROUP LLC reported ATO across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ATO position in SILVERCREST ASSET MANAGEMENT GROUP LLC's portfolio?

The largest reported portfolio weight for ATO was 0.90% in 2025 Q1.

What is the latest reported ATO position on this page?

The most recent filing on this page is 2025 Q4, when SILVERCREST ASSET MANAGEMENT GROUP LLC reported 725,203 shares, equal to 0.84% of portfolio, with an estimated market value of $121.6M.

What does the chart on this ATO ownership page compare?

The chart compares SILVERCREST ASSET MANAGEMENT GROUP LLC's quarterly ATO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SILVERCREST ASSET MANAGEMENT GROUP LLC time their ATO position?

Based on 13F filing dates vs. subsequent ATO price moves, SILVERCREST ASSET MANAGEMENT GROUP LLC correctly timed 26 out of 53 reported position changes (49%). The annualised alpha on ATO relative to SPY over the holding period was +1.2%.

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