Corient Private Wealth
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Corient Private Wealth’s Atlas Energy Solutions AESI Stock Holding History

Corient Private Wealth’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
-202,198
Closed -$2.3M – 2644
2025
Q3 		$2.3M Buy
202,198
+108,543
+116% +$1.33M ﹤0.01% 1004
2025
Q2 		$1.25M Buy
93,655
+70,748
+309% +$966K ﹤0.01% 1257
2025
Q1 		$409K Buy
22,907
+12,880
+128% +$268K ﹤0.01% 1695
2024
Q4 		$222K Buy
10,027
+121
+1% +$2.61K ﹤0.01% 2062
2024
Q3 		$216K Sell
9,906
-2,257
-19% -$46.6K ﹤0.01% 2195
2024
Q2 		$242K Sell
12,163
-1,529
-11% -$34.1K ﹤0.01% 2021
2024
Q1 		$310K Sell
13,692
-3,767
-22% -$70.3K ﹤0.01% 1874
2023
Q4 		$301K Buy
+17,459
New +$321K ﹤0.01% 1858

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 $3.37T AUM 44.26% 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

Corient Private Wealth's AESI Position: Q4 2025 in Review

Corient Private Wealth sold out of Atlas Energy Solutions (AESI) in Q4 2025, closing a stake of 202,198 shares — an estimated $2.3M sold.

Corient Private Wealth first reported a position in AESI in Q4 2023 and held it in 8 quarters. The position peaked at $2.3M in Q3 2025. 233 funds tracked by Wall St. Rank hold AESI as of Q4 2025.

  • Corient Private Wealth reported no remaining Atlas Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • Corient Private Wealth sold 202,198 Atlas Energy Solutions shares in Q4 2025, an estimated $2.3M.
  • Corient Private Wealth first reported a position in Atlas Energy Solutions in Q4 2023 and held it in 8 quarters.
  • Corient Private Wealth's Atlas Energy Solutions position peaked at $2.3M in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2025.

Based on Corient Private Wealth's 13F filing for Q4 2025, filed 19 Feb 2026.