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Principal Securities’s Atlas Energy Solutions AESI Stock Holding History

Principal Securities’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
-462
Closed -$5.25K – 1383
2025
Q3 		$5.25K Sell
462
-176
-28% -$2.16K ﹤0.01% 2948
2025
Q2 		$8.53K Buy
638
+68
+12% +$929 ﹤0.01% 2679
2025
Q1 		$12.6K Hold
570
– – ﹤0.01% 2425
2024
Q4 		$12.6K Buy
570
+210
+58% +$4.53K ﹤0.01% 2421
2024
Q3 		$7.85K Buy
360
+76
+27% +$1.57K ﹤0.01% 2532
2024
Q2 		$5.66K Buy
284
+193
+212% +$4.3K ﹤0.01% 2595
2024
Q1 		$2.06K Buy
+91
New +$1.7K ﹤0.01% 2868

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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Principal Securities's AESI Position: Q4 2025 in Review

Principal Securities sold out of Atlas Energy Solutions (AESI) in Q4 2025, closing a stake of 462 shares — an estimated $5.25K sold.

Principal Securities first reported a position in AESI in Q1 2024 and held it in 7 quarters. The position peaked at $12.6K in Q1 2025. 233 funds tracked by Wall St. Rank hold AESI as of Q4 2025.

  • Principal Securities reported no remaining Atlas Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 462 Atlas Energy Solutions shares in Q4 2025, an estimated $5.25K.
  • Principal Securities first reported a position in Atlas Energy Solutions in Q1 2024 and held it in 7 quarters.
  • Principal Securities's Atlas Energy Solutions position peaked at $12.6K in Q1 2025.
  • 233 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.