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Modera Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Modera Wealth 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
2025
Q2 		– Sell
-10,609
Closed -$189K – 647
2025
Q1 		$189K Buy
+10,609
New +$221K ﹤0.01% 592
2024
Q4 		– Sell
-14,767
Closed -$322K – 613
2024
Q3 		$322K Buy
+14,767
New +$305K ﹤0.01% 480

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 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
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

Modera Wealth Management's AESI Position: Q2 2025 in Review

Modera Wealth Management sold out of Atlas Energy Solutions (AESI) in Q2 2025, closing a stake of 10,609 shares — an estimated $189K sold.

Modera Wealth Management first reported a position in AESI in Q3 2024 and held it in 2 quarters. The position peaked at $322K in Q3 2024. 258 funds tracked by Wall St. Rank hold AESI as of Q2 2025.

  • Modera Wealth Management reported no remaining Atlas Energy Solutions position as of Q2 2025 after selling out during the quarter.
  • Modera Wealth Management sold 10,609 Atlas Energy Solutions shares in Q2 2025, an estimated $189K.
  • Modera Wealth Management first reported a position in Atlas Energy Solutions in Q3 2024 and held it in 2 quarters.
  • Modera Wealth Management's Atlas Energy Solutions position peaked at $322K in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2025.

Based on Modera Wealth Management's 13F filing for Q2 2025, filed 6 Aug 2025.