OIA
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OneDigital Investment Advisors’s Atlas Energy Solutions AESI Stock Holding History

OneDigital Investment 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 		$261K Buy
19,868
+698
+4% +$8.15K ﹤0.01% 1261
2025
Q4 		$181K Sell
19,170
-85
-0.4% -$859 ﹤0.01% 1454
2025
Q3 		$219K Buy
19,255
+12
+0.1% +$147 ﹤0.01% 1377
2025
Q2 		$257K Sell
19,243
-185
-1% -$2.53K ﹤0.01% 1247
2025
Q1 		$347K Buy
19,428
+134
+0.7% +$2.79K ﹤0.01% 1019
2024
Q4 		$428K Sell
19,294
-10,064
-34% -$217K 0.01% 950
2024
Q3 		$640K Buy
29,358
+17
+0.1% +$351 0.01% 838
2024
Q2 		$585K Buy
29,341
+10,056
+52% +$224K 0.01% 834
2024
Q1 		$436K Sell
19,285
-6,430
-25% -$120K 0.01% 786
2023
Q4 		$443K Buy
+25,715
New +$473K 0.01% 761

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