KIM
AESI icon

Kestra Investment Management’s Atlas Energy Solutions AESI Stock Holding History

Kestra Investment 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
Q1 		– Sell
-44,998
Closed -$424K – 441
2025
Q4 		$424K Sell
44,998
-16,295
-27% -$165K 0.01% 303
2025
Q3 		$697K Buy
61,293
+33,126
+118% +$406K 0.02% 237
2025
Q2 		$377K Buy
28,167
+25,064
+808% +$342K 0.01% 325
2025
Q1 		$55.4K Buy
+3,103
New +$64.5K ﹤0.01% 464

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
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Kestra Investment Management's AESI Position: Q1 2026 in Review

Kestra Investment Management sold out of Atlas Energy Solutions (AESI) in Q1 2026, closing a stake of 44,998 shares — an estimated $424K sold.

Kestra Investment Management first reported a position in AESI in Q1 2025 and held it in 4 quarters. The position peaked at $697K in Q3 2025. 242 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • Kestra Investment Management reported no remaining Atlas Energy Solutions position as of Q1 2026 after selling out during the quarter.
  • Kestra Investment Management sold 44,998 Atlas Energy Solutions shares in Q1 2026, an estimated $424K.
  • Kestra Investment Management first reported a position in Atlas Energy Solutions in Q1 2025 and held it in 4 quarters.
  • Kestra Investment Management's Atlas Energy Solutions position peaked at $697K in Q3 2025.
  • 242 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.