Anchor Investment Management, LLC

Position in ATO — Atmos Energy Corp

CIK 1634149 COLUMBIA, SC

Position in ATO

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$1,509,531

+$139,659 QoQ

Shares Held

8,172

0.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Mar 31, 2026

Anchor Investment Management, LLC holds $4,840,658 across 4 Utilities - Regulated Gas names. ATO ranks #2 (31.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CPK	Chesapeake Utilities Corp	25,355	$3,204,111
2	ATO	Atmos Energy Corp This page	8,172	$1,509,531
3	MDU	Mdu Resources Group Inc	5,600	$116,032
4	NJR	New Jersey Resources Corp	200	$10,984

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,509,531	8,172	0.0%	Shares	Sole	2026-05-01
2025-12-31	$1,369,872	8,172	0.0%	Shares	Sole	2026-02-26
2025-09-30	$1,395,369	8,172	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,259,386	8,172	0.0%	Shares	Sole	2025-08-19
2025-03-31	$1,263,227	8,172	0.0%	Shares	Sole	2025-05-20
2024-12-31	$1,138,114	8,172	0.0%	Shares	Sole	2025-02-13
2024-09-30	$1,133,538	8,172	0.0%	Shares	Sole	2024-11-21
2024-06-30	$953,263	8,172	0.0%	Shares	Sole	2024-09-20
2024-03-31	$971,405	8,172	+0.1%	Shares	Sole	2024-05-15
2023-12-31	$946,439	8,166	-1.2%	Shares	Sole	2024-01-02
2023-09-30	$875,617	8,266	0.0%	Shares	Sole	2024-01-02
2023-06-30	$961,666	8,266	0.0%	Shares	Sole	2024-01-02
2023-03-31	$928,767	8,266	0.0%	Shares	Sole	2024-01-02
2022-12-31	$926,370	8,266	0.0%	Shares	Sole	2024-01-02
2022-09-30	$841,892	8,266	-0.9%	Shares	Sole	2024-01-02
2022-06-30	$935,026	8,341	0.0%	Shares	Sole	2024-01-02
2022-03-31	$996,666	8,341	0.0%	Shares	Sole	2024-01-02
2021-12-31	$873,886	8,341	+3.1%	Shares	Sole	2024-01-02
2021-09-30	$713,626	8,091	0.0%	Shares	Sole	2024-01-02
2021-06-30	$777,626	8,091	0.0%	Shares	Sole	2024-01-02
2021-03-31	$799,795	8,091	-10.5%	Shares	Sole	2024-01-02
2020-12-31	$862,782	9,041	-1.1%	Shares	Sole	2024-01-02
2020-09-30	$873,788	9,141	-2.1%	Shares	Sole	2024-01-02
2020-06-30	$930,176	9,341	-1.4%	Shares	Sole	2024-01-02
2020-03-31	$939,807	9,471	—	Shares	Sole	2024-01-02
No filing history on record for this holder in this stock.