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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CLG

Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SDJVC

St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Avondale Wealth Management's AESI Position: Q4 2025 in Review

Avondale Wealth Management sold out of Atlas Energy Solutions (AESI) in Q4 2025, closing a stake of 19,000 shares — an estimated $216K sold.

Avondale Wealth Management first reported a position in AESI in Q2 2023 and held it in 10 quarters. The position peaked at $343K in Q3 2024. 233 funds tracked by Wall St. Rank hold AESI as of Q4 2025.

Avondale Wealth Management reported no remaining Atlas Energy Solutions position as of Q4 2025 after selling out during the quarter.
Avondale Wealth Management sold 19,000 Atlas Energy Solutions shares in Q4 2025, an estimated $216K.
Avondale Wealth Management first reported a position in Atlas Energy Solutions in Q2 2023 and held it in 10 quarters.
Avondale Wealth Management's Atlas Energy Solutions position peaked at $343K in Q3 2024.
233 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2025.

Based on Avondale Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.