Clearstead Trust’s Atlas Energy Solutions AESI Stock Holding History

Clearstead Trust’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	-68	Closed	-$774	–	1015
2025 Q3	$774	Hold	68	–	–	﹤0.01%	1288
2025 Q2	$910	Buy	+68	New	+$929	﹤0.01%	1195

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

Clearstead Trust's AESI Position: Q4 2025 in Review

Clearstead Trust sold out of Atlas Energy Solutions (AESI) in Q4 2025, closing a stake of 68 shares — an estimated $774 sold.

Clearstead Trust first reported a position in AESI in Q2 2025 and held it in 2 quarters. The position peaked at $910 in Q2 2025. 233 funds tracked by Wall St. Rank hold AESI as of Q4 2025.

Clearstead Trust reported no remaining Atlas Energy Solutions position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 68 Atlas Energy Solutions shares in Q4 2025, an estimated $774.
Clearstead Trust first reported a position in Atlas Energy Solutions in Q2 2025 and held it in 2 quarters.
Clearstead Trust's Atlas Energy Solutions position peaked at $910 in Q2 2025.
233 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.