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Concourse Financial Group Securities’s Atlas Energy Solutions AESI Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-1,365
Closed -$32.4K – 39
2024
Q4 		$32.4K Buy
1,365
+180
+15% +$3.88K ﹤0.01% 1381
2024
Q3 		$25.8K Buy
1,185
+271
+30% +$5.6K ﹤0.01% 1451
2024
Q2 		$18.2K Buy
914
+502
+122% +$11.2K ﹤0.01% 1533
2024
Q1 		$9.32K Buy
+412
New +$7.68K ﹤0.01% 1730

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

Concourse Financial Group Securities's AESI Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of Atlas Energy Solutions (AESI) in Q1 2025, closing a stake of 1,365 shares — an estimated $32.4K sold.

Concourse Financial Group Securities first reported a position in AESI in Q1 2024 and held it in 4 quarters. The position peaked at $32.4K in Q4 2024. 256 funds tracked by Wall St. Rank hold AESI as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining Atlas Energy Solutions position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 1,365 Atlas Energy Solutions shares in Q1 2025, an estimated $32.4K.
  • Concourse Financial Group Securities first reported a position in Atlas Energy Solutions in Q1 2024 and held it in 4 quarters.
  • Concourse Financial Group Securities's Atlas Energy Solutions position peaked at $32.4K in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.