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PTC
Private Trust Company’s
Atlas Energy Solutions
AESI
Stock Holding History
Private Trust Company’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
-378
Closed
-$4.3K
–
2542
2025
Q3
$4.3K
Hold
378
–
–
﹤0.01%
2189
2025
Q2
$5.05K
Buy
378
+95
+34%
+$1.3K
﹤0.01%
2061
2025
Q1
$5.05K
Hold
283
–
–
﹤0.01%
2022
2024
Q4
$6.28K
Hold
283
–
–
﹤0.01%
1903
2024
Q3
$6.17K
Buy
283
+46
+19%
+$950
﹤0.01%
1875
2024
Q2
$4.72K
Sell
237
-28
-11%
-$625
﹤0.01%
1947
2024
Q1
$5.99K
Hold
265
–
–
﹤0.01%
1843
2023
Q4
$4.56K
Hold
265
–
–
﹤0.01%
1957
2023
Q3
$5.89K
Hold
265
–
–
﹤0.01%
1814
2023
Q2
$4.6K
Buy
+265
New
+$4.62K
﹤0.01%
1903
Other funds holding AESI
BlackRock
New York
$5.7T 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
CB
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
$564B 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
$134B AUM
35.51%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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