IWC
AESI icon

Integrated Wealth Concepts’s Atlas Energy Solutions AESI Stock Holding History

Integrated Wealth Concepts’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 		$2.06M Sell
123,892
-7,315
-6% -$120K 0.01% 825
2026
Q1 		$1.72M Buy
131,207
+67,188
+105% +$785K 0.01% 825
2025
Q4 		$603K Buy
64,019
+52,842
+473% +$534K 0.01% 1004
2025
Q3 		$127K Buy
11,177
+68
+0.6% +$833 ﹤0.01% 1901
2025
Q2 		$149K Sell
11,109
-28
-0.3% -$382 ﹤0.01% 1801
2025
Q1 		$199K Sell
11,137
-472
-4% -$9.81K ﹤0.01% 1631
2024
Q4 		$257K Hold
11,609
– – ﹤0.01% 1456
2024
Q3 		$253K Buy
+11,609
New +$240K ﹤0.01% 1445

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Integrated Wealth Concepts's AESI Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Atlas Energy Solutions (AESI) stake by 5.6% in Q2 2026, selling an estimated $120K and leaving 123,892 shares worth $2.06M. The position accounts for 0.01% of the portfolio, ranked #825.

Integrated Wealth Concepts first reported a position in AESI in Q3 2024 and has held it in 8 quarters since. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Integrated Wealth Concepts held 123,892 shares of Atlas Energy Solutions worth $2.06M as of Q2 2026.
  • Integrated Wealth Concepts sold 7,315 Atlas Energy Solutions shares in Q2 2026, an estimated $120K.
  • Atlas Energy Solutions made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #825 holding.
  • Integrated Wealth Concepts first reported a position in Atlas Energy Solutions in Q3 2024 and has held it in 8 quarters since.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.