Envestnet Asset Management
AESI icon

Envestnet Asset Management’s Atlas Energy Solutions AESI Stock Holding History

Envestnet Asset Management’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
-278,623
Closed -$3.17M – 4447
2025
Q3 		$3.17M Sell
278,623
-92,400
-25% -$1.13M ﹤0.01% 2564
2025
Q2 		$4.96M Sell
371,023
-10,071
-3% -$138K ﹤0.01% 2202
2025
Q1 		$6.8M Buy
381,094
+33,404
+10% +$694K ﹤0.01% 1913
2024
Q4 		$7.71M Buy
347,690
+68,886
+25% +$1.48M ﹤0.01% 1811
2024
Q3 		$6.08M Buy
278,804
+28,978
+12% +$599K ﹤0.01% 1975
2024
Q2 		$4.98M Buy
249,826
+140,110
+128% +$3.13M ﹤0.01% 2025
2024
Q1 		$2.48M Buy
+109,716
New +$2.05M ﹤0.01% 2445

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

Envestnet Asset Management's AESI Position: Q4 2025 in Review

Envestnet Asset Management sold out of Atlas Energy Solutions (AESI) in Q4 2025, closing a stake of 278,623 shares — an estimated $3.17M sold.

Envestnet Asset Management first reported a position in AESI in Q1 2024 and held it in 7 quarters. The position peaked at $7.71M in Q4 2024. 233 funds tracked by Wall St. Rank hold AESI as of Q4 2025.

  • Envestnet Asset Management reported no remaining Atlas Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • Envestnet Asset Management sold 278,623 Atlas Energy Solutions shares in Q4 2025, an estimated $3.17M.
  • Envestnet Asset Management first reported a position in Atlas Energy Solutions in Q1 2024 and held it in 7 quarters.
  • Envestnet Asset Management's Atlas Energy Solutions position peaked at $7.71M in Q4 2024.
  • 233 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2025.

Based on Envestnet Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.