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Retirement Wealth Solutions’s Atlas Energy Solutions AESI Stock Holding History

Retirement Wealth 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
-683
Closed -$9.13K – 832
2025
Q2 		$9.13K Hold
683
– – 0.01% 246
2025
Q1 		$12.2K Sell
683
-61
-8% -$1.27K 0.01% 200
2024
Q4 		$16.2K Buy
+744
New +$16K 0.01% 168

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

Retirement Wealth Solutions's AESI Position: Q3 2025 in Review

Retirement Wealth Solutions sold out of Atlas Energy Solutions (AESI) in Q3 2025, closing a stake of 683 shares — an estimated $9.13K sold.

Retirement Wealth Solutions first reported a position in AESI in Q4 2024 and held it in 3 quarters. The position peaked at $16.2K in Q4 2024. 244 funds tracked by Wall St. Rank hold AESI as of Q3 2025.

  • Retirement Wealth Solutions reported no remaining Atlas Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • Retirement Wealth Solutions sold 683 Atlas Energy Solutions shares in Q3 2025, an estimated $9.13K.
  • Retirement Wealth Solutions first reported a position in Atlas Energy Solutions in Q4 2024 and held it in 3 quarters.
  • Retirement Wealth Solutions's Atlas Energy Solutions position peaked at $16.2K in Q4 2024.
  • 244 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2025.

Based on Retirement Wealth Solutions's 13F filing for Q3 2025, filed 8 Oct 2025.