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Personal CFO Solutions’s Atlas Energy Solutions AESI Stock Holding History

Personal CFO Solutions’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
Q3 		– Sell
-10,043
Closed -$134K – 496
2025
Q2 		$134K Sell
10,043
-121
-1% -$1.65K 0.02% 477
2025
Q1 		$181K Sell
10,164
-2,586
-20% -$53.8K 0.04% 436
2024
Q4 		$283K Buy
12,750
+3,135
+33% +$67.6K 0.06% 343
2024
Q3 		$210K Buy
+9,615
New +$199K 0.03% 528

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $880M AUM 30.15% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Personal CFO Solutions's AESI Position: Q3 2025 in Review

Personal CFO Solutions sold out of Atlas Energy Solutions (AESI) in Q3 2025, closing a stake of 10,043 shares — an estimated $134K sold.

Personal CFO Solutions first reported a position in AESI in Q3 2024 and held it in 4 quarters. The position peaked at $283K in Q4 2024. 244 funds tracked by Wall St. Rank hold AESI as of Q3 2025.

  • Personal CFO Solutions reported no remaining Atlas Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • Personal CFO Solutions sold 10,043 Atlas Energy Solutions shares in Q3 2025, an estimated $134K.
  • Personal CFO Solutions first reported a position in Atlas Energy Solutions in Q3 2024 and held it in 4 quarters.
  • Personal CFO Solutions's Atlas Energy Solutions position peaked at $283K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2025.

Based on Personal CFO Solutions's 13F filing for Q3 2025, filed 10 Nov 2025.