Covestor’s Atlas Energy Solutions AESI Stock Holding History

Covestor’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	$1K	Buy	40 +28	+233%	+$327	﹤0.01%	1961
2025 Q4	$0	Buy	12 +2	+20%	+$20	﹤0.01%	2218
2025 Q3	$0	Hold	10	–	–	﹤0.01%	2228
2025 Q2	$0	Sell	10 -80	-89%	-$1.09K	﹤0.01%	2150
2025 Q1	$2K	Sell	90 -46	-34%	-$956	﹤0.01%	1810
2024 Q4	$3K	Buy	136 +62	+84%	+$1.34K	﹤0.01%	1778
2024 Q3	$2K	Sell	74 -5	-6%	-$103	﹤0.01%	1786
2024 Q2	$2K	Sell	79 -14	-15%	-$312	﹤0.01%	1824
2024 Q1	$2K	Buy	93 +69	+288%	+$1.29K	﹤0.01%	1828
2023 Q4	$0	Sell	24 -5	-17%	-$92	﹤0.01%	2084
2023 Q3	$1K	Buy	+29	New	+$607	﹤0.01%	1873

Other funds holding AESI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return