Position in ATO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$234,287
-$16,932 QoQ
Shares Held
1,360
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#777
of 1,035 holders
Holding Since
Mar 2026
2 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, 2026Roehl & Yi Investment Advisors, LLC holds $1,163,766 across 2 Utilities - Regulated Gas names. ATO ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
12,493 | $929,479 | |
| 2 | ATO |
Atmos Energy Corp
This page
|
1,360 | $234,287 |
All Filings in ATO
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,287 | 1,360 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $251,219 | 1,360 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||