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EverSource Wealth Advisors’s Atlas Energy Solutions AESI Stock Holding History

EverSource Wealth Advisors’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
Q2 		$7.21K Sell
434
-931
-68% -$15.2K ﹤0.01% 3096
2026
Q1 		$17.9K Buy
1,365
+34
+3% +$397 ﹤0.01% 2575
2025
Q4 		$12.5K Buy
1,331
+43
+3% +$435 ﹤0.01% 2691
2025
Q3 		$14.6K Sell
1,288
-556
-30% -$6.81K ﹤0.01% 2580
2025
Q2 		$24.7K Buy
+1,844
New +$25.2K ﹤0.01% 2136
2025
Q1 		– Sell
-24
Closed -$532 – 4014
2024
Q4 		$532 Buy
+24
New +$517 ﹤0.01% 3177

Other funds holding AESI

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

EverSource Wealth Advisors's AESI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Atlas Energy Solutions (AESI) stake by 68% in Q2 2026, selling an estimated $15.2K and leaving 434 shares worth $7.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3096.

EverSource Wealth Advisors first reported a position in AESI in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.7K in Q2 2025. 43 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • EverSource Wealth Advisors held 434 shares of Atlas Energy Solutions worth $7.21K as of Q2 2026.
  • EverSource Wealth Advisors sold 931 Atlas Energy Solutions shares in Q2 2026, an estimated $15.2K.
  • Atlas Energy Solutions made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3096 holding.
  • EverSource Wealth Advisors first reported a position in Atlas Energy Solutions in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Atlas Energy Solutions position peaked at $24.7K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.