LPL Financial
AESI icon

LPL Financial’s Atlas Energy Solutions AESI Stock Holding History

LPL Financial’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
-37,704
Closed -$429K – 5871
2025
Q3 		$429K Sell
37,704
-8,750
-19% -$107K ﹤0.01% 4745
2025
Q2 		$621K Buy
46,454
+6,900
+17% +$94.2K ﹤0.01% 4192
2025
Q1 		$706K Sell
39,554
-3,330
-8% -$69.2K ﹤0.01% 3841
2024
Q4 		$951K Buy
42,884
+226
+0.5% +$4.87K ﹤0.01% 3525
2024
Q3 		$930K Buy
42,658
+926
+2% +$19.1K ﹤0.01% 3468
2024
Q2 		$832K Buy
41,732
+4,672
+13% +$104K ﹤0.01% 3426
2024
Q1 		$838K Buy
37,060
+4,741
+15% +$88.4K ﹤0.01% 3336
2023
Q4 		$557K Buy
32,319
+3,989
+14% +$73.4K ﹤0.01% 3580
2023
Q3 		$630K Sell
28,330
-977
-3% -$20.4K ﹤0.01% 3288
2023
Q2 		$509K Sell
29,307
-83
-0.3% -$1.45K ﹤0.01% 3432
2023
Q1 		$501K Buy
+29,390
New +$482K ﹤0.01% 3331

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CLG
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CB
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return