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Edge Capital Group’s Atlas Energy Solutions AESI Stock Holding History

Edge Capital Group’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
2024
Q4 		$581K Buy
26,178
+12,813
+96% +$276K 0.03% 199
2024
Q3 		$291K Buy
+13,365
New +$276K 0.01% 268
2024
Q2 		– Sell
-66,674
Closed -$1.51M – 318
2024
Q1 		$1.51M Hold
66,674
– – 0.08% 139
2023
Q4 		$1.15M Buy
66,674
+53,459
+405% +$984K 0.06% 152
2023
Q3 		$294K Buy
+13,215
New +$276K 0.02% 234

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Edge Capital Group's AESI Position: Q4 2024 in Review

Edge Capital Group increased its Atlas Energy Solutions (AESI) stake by 96% in Q4 2024, buying an estimated $276K and bringing the position to 26,178 shares worth $581K. The position accounts for 0.03% of the portfolio, ranked #199.

Edge Capital Group first reported a position in AESI in Q3 2023 and has held it in 5 quarters since. The position peaked at $1.51M in Q1 2024. 210 funds tracked by Wall St. Rank hold AESI as of Q4 2024.

  • Edge Capital Group held 26,178 shares of Atlas Energy Solutions worth $581K as of Q4 2024.
  • Edge Capital Group bought 12,813 Atlas Energy Solutions shares in Q4 2024, an estimated $276K.
  • Atlas Energy Solutions made up 0.03% of Edge Capital Group's portfolio in Q4 2024, its #199 holding.
  • Edge Capital Group first reported a position in Atlas Energy Solutions in Q3 2023 and has held it in 5 quarters since.
  • Edge Capital Group's Atlas Energy Solutions position peaked at $1.51M in Q1 2024.
  • 210 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.