Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Atmos Energy ATO Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-3,401
Closed -$581K – 516
2025
Q3 		$581K Buy
3,401
+494
+17% +$79.8K ﹤0.01% 989
2025
Q2 		$448K Buy
2,907
+57
+2% +$8.85K ﹤0.01% 1011
2025
Q1 		$441K Sell
2,850
-476
-14% -$69.4K ﹤0.01% 938
2024
Q4 		$463K Sell
3,326
-35
-1% -$4.98K ﹤0.01% 917
2024
Q3 		$311K Buy
3,361
+802
+31% +$103K ﹤0.01% 864
2024
Q2 		$299K Sell
2,559
-5,512
-68% -$642K ﹤0.01% 732
2024
Q1 		$959K Buy
+8,071
New +$926K 0.01% 414

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