Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Atlas Energy Solutions AESI Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$150K Buy
11,434
+259
+2% +$3.03K ﹤0.01% 2956
2025
Q4 		$105K Buy
11,175
+9,470
+555% +$95.7K ﹤0.01% 3017
2025
Q3 		$19K Sell
1,705
-530
-24% -$6.49K ﹤0.01% 4139
2025
Q2 		$30K Buy
2,235
+1,586
+244% +$21.7K ﹤0.01% 3637
2025
Q1 		$12K Sell
649
-1,648
-72% -$34.3K ﹤0.01% 3983
2024
Q4 		$51K Sell
2,297
-469
-17% -$10.1K ﹤0.01% 2775
2024
Q3 		$60K Buy
2,766
+886
+47% +$18.3K ﹤0.01% 2556
2024
Q2 		$37K Sell
1,880
-124
-6% -$2.77K ﹤0.01% 2665
2024
Q1 		$45K Buy
2,004
+1,686
+530% +$31.4K ﹤0.01% 2347
2023
Q4 		$5K Buy
318
+308
+3,080% +$5.67K ﹤0.01% 3475
2023
Q3 		$0 Buy
+10
New +$209 ﹤0.01% 4147

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AESI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Atlas Energy Solutions (AESI) stake by 2.3% in Q1 2026, buying an estimated $3.03K and bringing the position to 11,434 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #2956.

Carson Wealth (CWM LLC) first reported a position in AESI in Q3 2023 and has held it in 11 quarters since. 242 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 11,434 shares of Atlas Energy Solutions worth $150K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 259 Atlas Energy Solutions shares in Q1 2026, an estimated $3.03K.
  • Atlas Energy Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2956 holding.
  • Carson Wealth (CWM LLC) first reported a position in Atlas Energy Solutions in Q3 2023 and has held it in 11 quarters since.
  • 242 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.