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Harbor Investment Advisory’s Atlas Energy Solutions AESI Stock Holding History

Harbor Investment Advisory’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
-850
Closed -$9.66K – 1230
2025
Q3 		$9.66K Buy
850
+350
+70% +$4.29K ﹤0.01% 912
2025
Q2 		$6.68K Buy
500
+300
+150% +$4.1K ﹤0.01% 957
2025
Q1 		$3.57K Hold
200
– – ﹤0.01% 1018
2024
Q4 		$4.44K Hold
200
– – ﹤0.01% 982
2024
Q3 		$4.36K Hold
200
– – ﹤0.01% 994
2024
Q2 		$3.99K Sell
200
-23
-10% -$513 ﹤0.01% 998
2024
Q1 		$5.04K Buy
223
+23
+12% +$429 ﹤0.01% 970
2023
Q4 		$3.44K Buy
+200
New +$3.68K ﹤0.01% 991

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 $3.38T AUM 44.17% 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

Harbor Investment Advisory's AESI Position: Q4 2025 in Review

Harbor Investment Advisory sold out of Atlas Energy Solutions (AESI) in Q4 2025, closing a stake of 850 shares — an estimated $9.66K sold.

Harbor Investment Advisory first reported a position in AESI in Q4 2023 and held it in 8 quarters. The position peaked at $9.66K in Q3 2025. 233 funds tracked by Wall St. Rank hold AESI as of Q4 2025.

  • Harbor Investment Advisory reported no remaining Atlas Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • Harbor Investment Advisory sold 850 Atlas Energy Solutions shares in Q4 2025, an estimated $9.66K.
  • Harbor Investment Advisory first reported a position in Atlas Energy Solutions in Q4 2023 and held it in 8 quarters.
  • Harbor Investment Advisory's Atlas Energy Solutions position peaked at $9.66K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2025.

Based on Harbor Investment Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.