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Avantax Advisory Services’s Atlas Energy Solutions AESI Stock Holding History

Avantax Advisory Services’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$341K Sell
25,473
-6,462
-20% -$88.3K ﹤0.01% 1821
2025
Q1 		$570K Buy
31,935
+3,426
+12% +$71.2K ﹤0.01% 1420
2024
Q4 		$632K Buy
28,509
+5,183
+22% +$112K ﹤0.01% 1309
2024
Q3 		$509K Buy
23,326
+1,713
+8% +$35.4K ﹤0.01% 1399
2024
Q2 		$431K Buy
+21,613
New +$482K ﹤0.01% 1462

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

Avantax Advisory Services's AESI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Atlas Energy Solutions (AESI) stake by 20% in Q2 2025, selling an estimated $88.3K and leaving 25,473 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Avantax Advisory Services first reported a position in AESI in Q2 2024 and has held it in 5 quarters since. The position peaked at $632K in Q4 2024. 258 funds tracked by Wall St. Rank hold AESI as of Q2 2025.

  • Avantax Advisory Services held 25,473 shares of Atlas Energy Solutions worth $341K as of Q2 2025.
  • Avantax Advisory Services sold 6,462 Atlas Energy Solutions shares in Q2 2025, an estimated $88.3K.
  • Atlas Energy Solutions made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1821 holding.
  • Avantax Advisory Services first reported a position in Atlas Energy Solutions in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Atlas Energy Solutions position peaked at $632K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.