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Avion Wealth’s Atlas Energy Solutions AESI Stock Holding History

Avion Wealth’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 		– Sell
-62
Closed -$1K – 1113
2025
Q1 		$1K Hold
62
– – ﹤0.01% 796
2024
Q4 		$1K Hold
62
– – ﹤0.01% 793
2024
Q3 		$1K Hold
62
– – ﹤0.01% 744
2024
Q2 		$1K Hold
62
– – ﹤0.01% 669
2024
Q1 		$2K Hold
62
– – ﹤0.01% 618
2023
Q4 		$1K Buy
+62
New +$1.14K ﹤0.01% 657
2023
Q3 		– Sell
-117
Closed -$1K – 777
2023
Q2 		$1K Buy
+117
New +$2.04K ﹤0.01% 519

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 $8.84B AUM 6.92% 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

Avion Wealth's AESI Position: Q2 2025 in Review

Avion Wealth sold out of Atlas Energy Solutions (AESI) in Q2 2025, closing a stake of 62 shares — an estimated $1K sold.

Avion Wealth first reported a position in AESI in Q2 2023 and held it in 7 quarters. The position peaked at $2K in Q1 2024. 258 funds tracked by Wall St. Rank hold AESI as of Q2 2025.

  • Avion Wealth reported no remaining Atlas Energy Solutions position as of Q2 2025 after selling out during the quarter.
  • Avion Wealth sold 62 Atlas Energy Solutions shares in Q2 2025, an estimated $1K.
  • Avion Wealth first reported a position in Atlas Energy Solutions in Q2 2023 and held it in 7 quarters.
  • Avion Wealth's Atlas Energy Solutions position peaked at $2K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.