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Oxford Financial Group’s Atmos Energy ATO Stock Holding History

Oxford Financial Group’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 		$348K Sell
1,882
-199
-10% -$35.2K 0.02% 201
2025
Q4 		$349K Buy
2,081
+19
+0.9% +$3.29K 0.02% 181
2025
Q3 		$352K Buy
2,062
+185
+10% +$29.9K 0.02% 173
2025
Q2 		$289K Sell
1,877
-9
-0.5% -$1.4K 0.02% 176
2025
Q1 		$292K Hold
1,886
– – 0.02% 179
2024
Q4 		$263K Sell
1,886
-30
-2% -$4.27K 0.02% 215
2024
Q3 		$266K Hold
1,916
– – 0.02% 210
2024
Q2 		$224K Hold
1,916
– – 0.01% 245
2024
Q1 		$228K Sell
1,916
-139
-7% -$15.9K 0.02% 211
2023
Q4 		$238K Buy
+2,055
New +$230K 0.02% 209
2023
Q3 		– Sell
-1,892
Closed -$220K – 266
2023
Q2 		$220K Buy
+1,892
New +$219K 0.02% 214
2023
Q1 		– Sell
-2,131
Closed -$239K – 261
2022
Q4 		$239K Buy
+2,131
New +$234K 0.03% 177
2022
Q3 		– Sell
-1,877
Closed -$210K – 242
2022
Q2 		$210K Hold
1,877
– – 0.03% 180
2022
Q1 		$224K Buy
+1,877
New +$205K 0.03% 178
2021
Q4 		– Sell
-2,984
Closed -$263K – 271
2021
Q3 		$263K Buy
2,984
+7
+0.2% +$677 0.03% 160
2021
Q2 		$286K Hold
2,977
– – 0.04% 155
2021
Q1 		$294K Hold
2,977
– – 0.04% 146
2020
Q4 		$284K Hold
2,977
– – 0.04% 150
2020
Q3 		$285K Hold
2,977
– – 0.05% 132
2020
Q2 		$296K Hold
2,977
– – 0.05% 127
2020
Q1 		$295K Buy
+2,977
New +$327K 0.06% 117

Other funds holding ATO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Oxford Financial Group's ATO Position: Q1 2026 in Review

Oxford Financial Group reduced its Atmos Energy (ATO) stake by 9.6% in Q1 2026, selling an estimated $35.2K and leaving 1,882 shares worth $348K. The position accounts for 0.02% of the portfolio, ranked #201.

Oxford Financial Group first reported a position in ATO in Q1 2020 and has held it in 21 quarters since. The position peaked at $352K in Q3 2025. 1,013 funds tracked by Wall St. Rank hold ATO as of Q1 2026.

  • Oxford Financial Group held 1,882 shares of Atmos Energy worth $348K as of Q1 2026.
  • Oxford Financial Group sold 199 Atmos Energy shares in Q1 2026, an estimated $35.2K.
  • Atmos Energy made up 0.02% of Oxford Financial Group's portfolio in Q1 2026, its #201 holding.
  • Oxford Financial Group first reported a position in Atmos Energy in Q1 2020 and has held it in 21 quarters since.
  • Oxford Financial Group's Atmos Energy position peaked at $352K in Q3 2025.
  • 1,013 funds tracked by Wall St. Rank held Atmos Energy as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.