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Institute for Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Institute for Wealth 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
2026
Q2 		$6.73K Buy
+405
New +$6.62K ﹤0.01% 1411

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Institute for Wealth Management's AESI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Atlas Energy Solutions (AESI) in Q2 2026: 405 shares worth $6.73K. The stake represents ﹤0.01% of the portfolio and ranks #1411 among its holdings.

108 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Institute for Wealth Management held 405 shares of Atlas Energy Solutions worth $6.73K as of Q2 2026.
  • Atlas Energy Solutions was a new Institute for Wealth Management position in Q2 2026.
  • Atlas Energy Solutions made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1411 holding.
  • 108 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.