Position in ATO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$17,054
-$1,418 QoQ
Shares Held
99
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#909
of 1,035 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ATO Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $6,199,451 across 11 Utilities - Regulated Gas names. ATO ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKH |
Black Hills Corp /Sd/
|
44,158 | $3,285,355 | |
| 2 | NJR |
New Jersey Resources Corp
|
47,255 | $2,648,170 | |
| 3 | SWX |
Southwest Gas Holdings, Inc.
|
2,133 | $189,154 | |
| 4 | CPK |
Chesapeake Utilities Corp
|
228 | $27,925 | |
| 5 | ATO |
Atmos Energy Corp
This page
|
99 | $17,054 | |
| 6 | NI |
Nisource Inc.
|
295 | $14,027 | |
| 7 | UGI |
Ugi Corp /Pa/
|
195 | $6,735 | |
| 8 | OGS |
ONE Gas, Inc.
|
52 | $4,007 |
All Filings in ATO
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,054 | 99 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $18,472 | 100 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $16,763 | 100 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $17,075 | 100 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $15,411 | 100 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $14,839 | 96 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,369 | 96 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $13,316 | 96 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $11,198 | 96 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $34,234 | 288 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $11,126 | 96 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $10,169 | 96 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $11,168 | 96 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $10,224 | 91 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,198 | 91 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,268 | 91 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $8,519 | 76 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $8,125 | 68 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $7,124 | 68 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $5,997 | 68 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $6,535 | 68 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $6,721 | 68 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $6,489 | 68 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $6,500 | 68 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $27,185 | 273 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $26,494 | 267 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||