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IAP
Indie Asset Partners’s
Atlas Energy Solutions
AESI
Stock Holding History
Indie Asset Partners’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
$481K
Sell
36,634
-6,196
-14%
-$72.4K
0.55%
44
2025
Q4
$403K
Sell
42,830
-750
-2%
-$7.58K
0.45%
50
2025
Q3
$496K
Buy
43,580
+350
+0.8%
+$4.29K
0.66%
40
2025
Q2
$578K
Sell
43,230
-32,556
-43%
-$445K
1.05%
28
2025
Q1
$1.35M
Sell
75,786
-7,000
-8%
-$146K
1.17%
12
2024
Q4
$1.84M
Sell
82,786
-4,154
-5%
-$89.5K
1.44%
12
2024
Q3
$1.9M
Sell
86,940
-4,396
-5%
-$90.8K
1.42%
9
2024
Q2
$1.82M
Sell
91,336
-5,750
-6%
-$128K
1.45%
8
2024
Q1
$2.2M
Sell
97,086
-327,540
-77%
-$6.11M
1.95%
8
2023
Q4
$7.31M
Buy
424,626
+133,008
+46%
+$2.45M
6.6%
3
2023
Q3
$6.48M
Buy
+291,618
New
+$6.1M
6.53%
3
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30.48%
1-Year Est. Return
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167.64%
1-Year Est. Return
VPM
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$1.91T AUM
CLG
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$3.05B AUM
42.78%
1-Year Est. Return
VCM
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$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
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$30.5B AUM
29.95%
1-Year Est. Return
Janus Henderson Group
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$209B AUM
37.72%
1-Year Est. Return
CB
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Philadelphia, Pennsylvania
$8.84B AUM
6.92%
1-Year Est. Return
Millennium Management
New York
$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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