Fermi Inc

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Fermi Inc
TickerFRMI
CIK #0002071778
CUSIP314911108
SectorReal Estate & Construction - Real Estate Investment Trusts
Address620 S Taylor Suite 301, Amarillo, TX 79101
Source [EDGAR]
CIK Filing 2011 - 2026
[0002071778] 10-K
[0002071778] 10-Q
[0002071778] 3
[0002071778] 4
[0002071778] 8-K
[0002071778] SC 13D
[0002071778] SC 13G
Form 13D/13G Filer Form 13D/13G Subject Filed % Owned
Caddis Holdings LP Fermi Inc [2026-07-20] 0.0
Caddis Holdings LP Fermi Inc [2026-05-15] 0.0
Neugebauer Robert R Fermi Inc [2025-11-14] 0.0
Neugebauer Toby R Fermi Inc [2025-11-14] 0.0
Perry Griffin Fermi Inc [2025-11-14] 0.0
Pencross Energy LLC Fermi Inc [2025-11-06] 0.0
Form 3/4/5 Filer 2011 - 2026
Fermi Inc.
Perry James Richard
Uzman Mesut
Stein Jeffrey Scott
Robbin-Coker Cordel
McIntire Lee A
Kellerman Lawrence M.
Everson Miles E.
Haas Marius
Ortiz Blanes Jacobo
Hamilton Charles Lynn
Caddis Holdings, LP
Perry Griffin
Caddis Holdings, LLC
Neugebauer Toby R
Melissa A. Neugebauer 2020 Trust
Form 13F Holdings
Firm Period DFND Voting Shares
Titleist Asset Management LLC [2026-06-30] SOLE 0 741,378
Y-Intercept (Hong Kong) Ltd [2026-06-30] SOLE 216,111 216,111
Sequoia Financial Advisors LLC [2026-06-30] SOLE 0 201,456
Harbour Capital Advisors LLC [2026-06-30] SOLE 89,420 89,420
Sanders Morris Harris LLC [2026-06-30] SOLE 0 63,000
Handelsbanken Fonder AB [2026-06-30] SOLE 0 55,800
Venturi Wealth Management LLC [2026-06-30] SOLE 46,979 46,979
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 526 35,612
TCP Asset Management LLC [2026-06-30] SOLE 0 33,940
Venturi Wealth Management LLC [2026-06-30] OTR 0 27,890
ME Allison & Co Inc [2026-06-30] SOLE 15,000 15,000
Magnus Financial Group LLC [2026-06-30] SOLE 0 12,885
Byrne Asset Management LLC [2026-06-30] SOLE 11,950 11,950
Financial Management Professionals Inc [2026-06-30] SOLE 0 11,400
Farther Finance Advisors LLC [2026-06-30] SOLE 0 4,373
Salem Investment Counselors Inc [2026-06-30] SOLE 75 3,000
Bank of New Hampshire [2026-06-30] SOLE 2,758 2,758
Gamma Investing LLC [2026-06-30] DFND 1,360 1,360
Adirondack Trust Co [2026-06-30] SOLE 745 745
Owl Creek Wealth Partners LLC [2026-06-30] SOLE 0 400
Security National Bank [2026-06-30] SOLE 337 337
Goalvest Advisory LLC [2026-06-30] SOLE 320 320
IFP Advisors, Inc [2026-06-30] SOLE 216 216
CX Institutional [2026-06-30] SOLE 0 200
Physician Wealth Advisors Inc [2026-06-30] SOLE 0 105
FNY Investment Advisers LLC [2026-06-30] DFND 8,069 76
Activest Wealth Management [2026-06-30] SOLE 0 13
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