Position in ATO
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$57,192
+$32,217 QoQ
Shares Held
332
+122.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#854
of 1,035 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Cape Investment Advisory, Inc. holds $64,310 across 4 Utilities - Regulated Gas names. ATO ranks #1 (88.9% of the industry book) .
All Filings in ATO
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,192 | 332 | Shares | Defined | 2026-07-23 | |
| 2025-12-31 | $24,975 | 149 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $3,756 | 22 | Shares | Sole | 2025-12-29 | |
| 2025-06-30 | $154 | 1 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $154 | 1 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $139 | 1 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||