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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Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovitz Investment Group Partners's ATO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Atmos Energy (ATO) in Q4 2025, closing a stake of 3,401 shares — an estimated $581K sold.

Kovitz Investment Group Partners first reported a position in ATO in Q1 2024 and held it in 7 quarters. The position peaked at $959K in Q1 2024. 978 funds tracked by Wall St. Rank hold ATO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Atmos Energy position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,401 Atmos Energy shares in Q4 2025, an estimated $581K.
  • Kovitz Investment Group Partners first reported a position in Atmos Energy in Q1 2024 and held it in 7 quarters.
  • Kovitz Investment Group Partners's Atmos Energy position peaked at $959K in Q1 2024.
  • 978 funds tracked by Wall St. Rank held Atmos Energy as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.