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CBIZ Investment Advisory Services’s Atlas Energy Solutions AESI Stock Holding History

CBIZ Investment Advisory Services’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
-1,174
Closed -$13.3K – 770
2025
Q3 		$13.3K Sell
1,174
-17
-1% -$208 ﹤0.01% 307
2025
Q2 		$15.9K Buy
1,191
+20
+2% +$273 ﹤0.01% 291
2025
Q1 		$20.9K Sell
1,171
-183
-14% -$3.81K ﹤0.01% 224
2024
Q4 		$30K Buy
1,354
+523
+63% +$11.3K ﹤0.01% 155
2024
Q3 		$18.1K Buy
831
+182
+28% +$3.76K ﹤0.01% 207
2024
Q2 		$12.9K Buy
649
+360
+125% +$8.03K ﹤0.01% 235
2024
Q1 		$6.54K Buy
+289
New +$5.39K ﹤0.01% 274

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
UBS Group
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
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CBIZ Investment Advisory Services's AESI Position: Q4 2025 in Review

CBIZ Investment Advisory Services sold out of Atlas Energy Solutions (AESI) in Q4 2025, closing a stake of 1,174 shares — an estimated $13.3K sold.

CBIZ Investment Advisory Services first reported a position in AESI in Q1 2024 and held it in 7 quarters. The position peaked at $30K in Q4 2024. 233 funds tracked by Wall St. Rank hold AESI as of Q4 2025.

  • CBIZ Investment Advisory Services reported no remaining Atlas Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 1,174 Atlas Energy Solutions shares in Q4 2025, an estimated $13.3K.
  • CBIZ Investment Advisory Services first reported a position in Atlas Energy Solutions in Q1 2024 and held it in 7 quarters.
  • CBIZ Investment Advisory Services's Atlas Energy Solutions position peaked at $30K in Q4 2024.
  • 233 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q4 2025, filed 9 Feb 2026.