AWM
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Avondale Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Avondale Wealth Management’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
Q4 		– Sell
-19,000
Closed -$216K – 59
2025
Q3 		$216K Buy
19,000
+11,000
+138% +$135K 0.12% 57
2025
Q2 		$107K Hold
8,000
– – 0.06% 72
2025
Q1 		$143K Sell
8,000
-4,250
-35% -$88.4K 0.09% 54
2024
Q4 		$272K Sell
12,250
-3,500
-22% -$75.4K 0.17% 47
2024
Q3 		$343K Sell
15,750
-250
-2% -$5.16K 0.22% 37
2024
Q2 		$319K Buy
16,000
+6,500
+68% +$145K 0.22% 40
2024
Q1 		$215K Sell
9,500
-1,000
-10% -$18.7K 0.15% 46
2023
Q4 		$181K Buy
10,500
+4,500
+75% +$82.8K 0.15% 46
2023
Q3 		$133K Buy
6,000
+3,000
+100% +$62.7K 0.12% 53
2023
Q2 		$52.1K Buy
+3,000
New +$52.3K 0.04% 78

Other funds holding AESI

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BlackRock New York $5.7T 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return