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Steward Partners Investment Advisory’s Atlas Energy Solutions AESI Stock Holding History

Steward Partners Investment Advisory’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
2026
Q1 		$73.3K Buy
+5,585
New +$65.3K ﹤0.01% 2569
2025
Q4 		– Sell
-99
Closed -$1.13K – 4307
2025
Q3 		$1.13K Hold
99
– – ﹤0.01% 4035
2025
Q2 		$1.32K Sell
99
-189
-66% -$2.58K ﹤0.01% 3817
2025
Q1 		$5.14K Buy
288
+2
+0.7% +$42 ﹤0.01% 3374
2024
Q4 		$6.34K Buy
286
+101
+55% +$2.18K ﹤0.01% 3280
2024
Q3 		$4.03K Buy
185
+2
+1% +$41 ﹤0.01% 3256
2024
Q2 		$3.64K Buy
183
+2
+1% +$45 ﹤0.01% 3139
2024
Q1 		$4.09K Hold
181
– – ﹤0.01% 3102
2023
Q4 		$3.12K Buy
181
+15
+9% +$276 ﹤0.01% 3118
2023
Q3 		$3.69K Buy
+166
New +$3.47K ﹤0.01% 2922

Other funds holding AESI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.45B AUM 167.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return