Position in ATO
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$85,790
-$6,570 QoQ
Shares Held
498
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#844
of 1,035 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026KELLEHER FINANCIAL ADVISORS holds $102,582 across 2 Utilities - Regulated Gas names. ATO ranks #1 (83.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ATO |
Atmos Energy Corp
This page
|
498 | $85,790 | |
| 2 | SPH |
Suburban Propane Partners LP
|
982 | $16,792 |
All Filings in ATO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,790 | 498 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $92,360 | 500 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $83,815 | 500 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $85,375 | 500 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||