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Sandia Investment Management’s Atlas Energy Solutions AESI Stock Holding History

Sandia Investment Management’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
Q2 		– Sell
-10,000
Closed -$178K – 106
2025
Q1 		$178K Buy
+10,000
New +$208K 0.52% 59
2023
Q4 		– Sell
-10,900
Closed -$242K – 169
2023
Q3 		$242K Sell
10,900
-9,100
-46% -$190K 0.07% 108
2023
Q2 		$347K Sell
20,000
-5,000
-20% -$87.1K 0.08% 104
2023
Q1 		$426K Buy
+25,000
New +$410K 0.08% 109

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $756M AUM 21.36% 1-Year Est. Return

Sandia Investment Management's AESI Position: Q2 2025 in Review

Sandia Investment Management sold out of Atlas Energy Solutions (AESI) in Q2 2025, closing a stake of 10,000 shares — an estimated $178K sold.

Sandia Investment Management first reported a position in AESI in Q1 2023 and held it in 4 quarters. The position peaked at $426K in Q1 2023. 258 funds tracked by Wall St. Rank hold AESI as of Q2 2025.

  • Sandia Investment Management reported no remaining Atlas Energy Solutions position as of Q2 2025 after selling out during the quarter.
  • Sandia Investment Management sold 10,000 Atlas Energy Solutions shares in Q2 2025, an estimated $178K.
  • Sandia Investment Management first reported a position in Atlas Energy Solutions in Q1 2023 and held it in 4 quarters.
  • Sandia Investment Management's Atlas Energy Solutions position peaked at $426K in Q1 2023.
  • 258 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2025.

Based on Sandia Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.