Bank of Montreal
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Bank of Montreal’s Atlas Energy Solutions AESI Stock Holding History

Bank of Montreal’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
Q3 		– Sell
-10,776
Closed -$144K – 3507
2025
Q2 		$144K Buy
10,776
+107
+1% +$1.46K ﹤0.01% 2899
2025
Q1 		$190K Buy
+10,669
New +$222K ﹤0.01% 2743

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return

Bank of Montreal's AESI Position: Q3 2025 in Review

Bank of Montreal sold out of Atlas Energy Solutions (AESI) in Q3 2025, closing a stake of 10,776 shares — an estimated $144K sold.

Bank of Montreal first reported a position in AESI in Q1 2025 and held it in 2 quarters. The position peaked at $190K in Q1 2025. 244 funds tracked by Wall St. Rank hold AESI as of Q3 2025.

  • Bank of Montreal reported no remaining Atlas Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 10,776 Atlas Energy Solutions shares in Q3 2025, an estimated $144K.
  • Bank of Montreal first reported a position in Atlas Energy Solutions in Q1 2025 and held it in 2 quarters.
  • Bank of Montreal's Atlas Energy Solutions position peaked at $190K in Q1 2025.
  • 244 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.