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Medallion Wealth Advisors’s Atlas Energy Solutions AESI Stock Holding History

Medallion Wealth Advisors’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 		$1.46K Hold
111
– – ﹤0.01% 1033
2025
Q4 		$1.05K Hold
111
– – ﹤0.01% 1044
2025
Q3 		$1.26K Hold
111
– – ﹤0.01% 1014
2025
Q2 		$1.52K Hold
111
– – ﹤0.01% 990
2025
Q1 		$2.01K Buy
+111
New +$2.31K ﹤0.01% 919

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $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 $240B AUM 35.51% 1-Year Est. Return

Medallion Wealth Advisors's AESI Position: Q1 2026 in Review

Medallion Wealth Advisors held its Atlas Energy Solutions (AESI) position steady in Q1 2026 at 111 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1033.

Medallion Wealth Advisors first reported a position in AESI in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.01K in Q1 2025. 241 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • Medallion Wealth Advisors held 111 shares of Atlas Energy Solutions worth $1.46K as of Q1 2026.
  • Medallion Wealth Advisors left its Atlas Energy Solutions share count unchanged in Q1 2026.
  • Atlas Energy Solutions made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #1033 holding.
  • Medallion Wealth Advisors first reported a position in Atlas Energy Solutions in Q1 2025 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Atlas Energy Solutions position peaked at $2.01K in Q1 2025.
  • 241 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.