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Private Wealth Management Group’s Atlas Energy Solutions AESI Stock Holding History

Private Wealth Management Group’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
-186
Closed -$2.49K – 1482
2025
Q2 		$2.49K Buy
186
+121
+186% +$1.65K ﹤0.01% 1015
2025
Q1 		$1.16K Sell
65
-70
-52% -$1.46K ﹤0.01% 1221
2024
Q4 		$3K Buy
+135
New +$2.91K ﹤0.01% 942

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 $3.38T AUM 44.17% 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

Private Wealth Management Group's AESI Position: Q3 2025 in Review

Private Wealth Management Group sold out of Atlas Energy Solutions (AESI) in Q3 2025, closing a stake of 186 shares — an estimated $2.49K sold.

Private Wealth Management Group first reported a position in AESI in Q4 2024 and held it in 3 quarters. The position peaked at $3K in Q4 2024. 244 funds tracked by Wall St. Rank hold AESI as of Q3 2025.

  • Private Wealth Management Group reported no remaining Atlas Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 186 Atlas Energy Solutions shares in Q3 2025, an estimated $2.49K.
  • Private Wealth Management Group first reported a position in Atlas Energy Solutions in Q4 2024 and held it in 3 quarters.
  • Private Wealth Management Group's Atlas Energy Solutions position peaked at $3K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2025.

Based on Private Wealth Management Group's 13F filing for Q3 2025, filed 17 Oct 2025.