NewEdge Advisors’s Atlas Energy Solutions AESI Stock Holding History

NewEdge 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
2025 Q4	–	Sell	-200	Closed	-$2.27K	–	4207
2025 Q3	$2.27K	Buy	+200	New	+$2.45K	﹤0.01%	3753

Other funds holding AESI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 New York $240B AUM 35.51% 1-Year Est. Return

NewEdge Advisors's AESI Position: Q4 2025 in Review

NewEdge Advisors sold out of Atlas Energy Solutions (AESI) in Q4 2025, closing a stake of 200 shares — an estimated $2.27K sold.

NewEdge Advisors first reported a position in AESI in Q3 2025 and held it in 1 quarter. The position peaked at $2.27K in Q3 2025. 233 funds tracked by Wall St. Rank hold AESI as of Q4 2025.

NewEdge Advisors reported no remaining Atlas Energy Solutions position as of Q4 2025 after selling out during the quarter.
NewEdge Advisors sold 200 Atlas Energy Solutions shares in Q4 2025, an estimated $2.27K.
NewEdge Advisors first reported a position in Atlas Energy Solutions in Q3 2025 and held it in 1 quarter.
NewEdge Advisors's Atlas Energy Solutions position peaked at $2.27K in Q3 2025.
233 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2025.

Based on NewEdge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.