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

Meridian 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 		$12.5M Sell
953,958
-37,000
-4% -$432K 1.65% 17
2025
Q4 		$9.33M Sell
990,958
-1,458,193
-60% -$14.7M 1.29% 19
2025
Q3 		$27.8M Sell
2,449,151
-28,285
-1% -$347K 3.95% 5
2025
Q2 		$33.1M Sell
2,477,436
-168,407
-6% -$2.3M 5.24% 4
2025
Q1 		$47.2M Sell
2,645,843
-32,957
-1% -$685K 8.01% 2
2024
Q4 		$59.4M Sell
2,678,800
-1,346
-0.1% -$29K 9.8% 2
2024
Q3 		$58.4M Buy
2,680,146
+2,656
+0.1% +$54.9K 9.77% 1
2024
Q2 		$53.4M Buy
2,677,490
+548,620
+26% +$12.2M 9.52% 1
2024
Q1 		$48.2M Buy
2,128,870
+863,195
+68% +$16.1M 9.04% 2
2023
Q4 		$21.8M Buy
+1,265,675
New +$23.3M 4.77% 3

Other funds holding AESI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.45B 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 $8.84B AUM 6.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return