Merit Financial Group, LLC

Position in ATO — Atmos Energy Corp

CIK 1621225 ALPHARETTA, GA

Position in ATO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$6,276,481

+$87,439 QoQ

Shares Held

36,434

+8.7% QoQ

Ownership

0.022%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#241

of 1,035 holders

Holding Since

Mar 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Merit Financial Group, LLC holds $11,306,322 across 10 Utilities - Regulated Gas names. ATO ranks #1 (55.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ATO	Atmos Energy Corp This page	36,434	$6,276,481
2	UGI	Ugi Corp /Pa/	39,361	$1,359,525
3	NI	Nisource Inc.	18,019	$856,801
4	BKH	Black Hills Corp /Sd/	9,330	$694,150
5	OGS	ONE Gas, Inc.	6,335	$488,236
6	MDU	Mdu Resources Group Inc	22,469	$476,563
7	NJR	New Jersey Resources Corp	6,159	$345,148
8	BIPC	Brookfield Infrastructure Corp	8,582	$330,407

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,276,481	36,434	+8.7%	Shares	Other	2026-07-20
2026-03-31	$6,189,042	33,505	+23.9%	Shares	Other	2026-04-15
2025-12-31	$4,533,549	27,045	-2.0%	Shares	Other	2026-01-26
2025-06-30	$4,252,819	27,596	+498.1%	Shares	Sole	2025-07-22
2025-03-31	$713,232	4,614	+11.0%	Shares	Sole	2025-04-09
2024-12-31	$578,666	4,155	+35.2%	Shares	Sole	2025-01-15
2024-09-30	$426,255	3,073	-20.3%	Shares	Sole	2024-10-17
2024-06-30	$449,802	3,856	+1.8%	Shares	Sole	2024-08-13
2024-03-31	$450,041	3,786	+39.2%	Shares	Sole	2024-05-06
2023-12-31	$315,132	2,719	+0.7%	Shares	Sole	2024-02-06
2023-09-30	$286,011	2,700	-6.5%	Shares	Sole	2023-11-07
2023-06-30	$335,873	2,887	+59.1%	Shares	Sole	2023-08-01
2023-03-31	$203,933	1,815	+0.6%	Shares	Sole	2023-04-24
2022-12-31	$202,174	1,804	+2.3%	Shares	Sole	2023-01-13
2022-03-31	$210,660	1,763	—	Shares	Sole	2022-05-13
No filing history on record for this holder in this stock.