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Roehl & Yi Investment Advisors’s Atmos Energy ATO Stock Holding History

Roehl & Yi Investment Advisors’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
Q2 		$234K Hold
1,360
– – 0.08% 170
2026
Q1 		$251K Buy
+1,360
New +$240K 0.09% 145

Other funds holding ATO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Roehl & Yi Investment Advisors's ATO Position: Q2 2026 in Review

Roehl & Yi Investment Advisors held its Atmos Energy (ATO) position steady in Q2 2026 at 1,360 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #170.

Roehl & Yi Investment Advisors first reported a position in ATO in Q1 2026 and has held it in 2 quarters since. The position peaked at $251K in Q1 2026. 1,038 funds tracked by Wall St. Rank hold ATO as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,360 shares of Atmos Energy worth $234K as of Q2 2026.
  • Roehl & Yi Investment Advisors left its Atmos Energy share count unchanged in Q2 2026.
  • Atmos Energy made up 0.08% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #170 holding.
  • Roehl & Yi Investment Advisors first reported a position in Atmos Energy in Q1 2026 and has held it in 2 quarters since.
  • Roehl & Yi Investment Advisors's Atmos Energy position peaked at $251K in Q1 2026.
  • 1,038 funds tracked by Wall St. Rank held Atmos Energy as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.