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TFC Financial Management’s Atlas Energy Solutions AESI Stock Holding History

TFC Financial 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
-1
Closed -$18 – 975
2025
Q1 		$18 Hold
1
– – ﹤0.01% 942
2024
Q4 		$23 Hold
1
– – ﹤0.01% 945
2024
Q3 		$22 Buy
+1
New +$21 ﹤0.01% 974

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

TFC Financial Management's AESI Position: Q2 2025 in Review

TFC Financial Management sold out of Atlas Energy Solutions (AESI) in Q2 2025, closing a stake of 1 share — an estimated $18 sold.

TFC Financial Management first reported a position in AESI in Q3 2024 and held it in 3 quarters. The position peaked at $23 in Q4 2024. 258 funds tracked by Wall St. Rank hold AESI as of Q2 2025.

  • TFC Financial Management reported no remaining Atlas Energy Solutions position as of Q2 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Atlas Energy Solutions share in Q2 2025, an estimated $18.
  • TFC Financial Management first reported a position in Atlas Energy Solutions in Q3 2024 and held it in 3 quarters.
  • TFC Financial Management's Atlas Energy Solutions position peaked at $23 in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2025.

Based on TFC Financial Management's 13F filing for Q2 2025, filed 29 Jul 2025.