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Bell Investment Advisors’s Atlas Energy Solutions AESI Stock Holding History

Bell Investment Advisors’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
-120
Closed -$2.14K – 1882
2025
Q1 		$2.14K Hold
120
– – ﹤0.01% 1288
2024
Q4 		$2.66K Hold
120
– – ﹤0.01% 1217
2024
Q3 		$2.62K Hold
120
– – ﹤0.01% 1239
2024
Q2 		$2.39K Hold
120
– – ﹤0.01% 1277
2024
Q1 		$2.71K Hold
120
– – ﹤0.01% 1216
2023
Q4 		$2.07K Hold
120
– – ﹤0.01% 1313
2023
Q3 		$2.67K Hold
120
– – ﹤0.01% 1146
2023
Q2 		$2.08K Hold
120
– – ﹤0.01% 1276
2023
Q1 		$2.04K Buy
+120
New +$1.97K ﹤0.01% 1256

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

Bell Investment Advisors's AESI Position: Q2 2025 in Review

Bell Investment Advisors sold out of Atlas Energy Solutions (AESI) in Q2 2025, closing a stake of 120 shares — an estimated $2.14K sold.

Bell Investment Advisors first reported a position in AESI in Q1 2023 and held it in 9 quarters. The position peaked at $2.71K in Q1 2024. 258 funds tracked by Wall St. Rank hold AESI as of Q2 2025.

  • Bell Investment Advisors reported no remaining Atlas Energy Solutions position as of Q2 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 120 Atlas Energy Solutions shares in Q2 2025, an estimated $2.14K.
  • Bell Investment Advisors first reported a position in Atlas Energy Solutions in Q1 2023 and held it in 9 quarters.
  • Bell Investment Advisors's Atlas Energy Solutions position peaked at $2.71K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2025.

Based on Bell Investment Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.