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True Wealth Design’s Atlas Energy Solutions AESI Stock Holding History

True Wealth Design’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 		– Sell
-16
Closed -$151 – 2699
2025
Q4 		$151 Buy
16
+8
+100% +$81 ﹤0.01% 2273
2025
Q3 		$91 Sell
8
-20
-71% -$245 ﹤0.01% 2464
2025
Q2 		$375 Buy
28
+8
+40% +$109 ﹤0.01% 1855
2025
Q1 		$357 Buy
+20
New +$416 ﹤0.01% 1697

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

True Wealth Design's AESI Position: Q1 2026 in Review

True Wealth Design sold out of Atlas Energy Solutions (AESI) in Q1 2026, closing a stake of 16 shares — an estimated $151 sold.

True Wealth Design first reported a position in AESI in Q1 2025 and held it in 4 quarters. The position peaked at $375 in Q2 2025. 242 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • True Wealth Design reported no remaining Atlas Energy Solutions position as of Q1 2026 after selling out during the quarter.
  • True Wealth Design sold 16 Atlas Energy Solutions shares in Q1 2026, an estimated $151.
  • True Wealth Design first reported a position in Atlas Energy Solutions in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's Atlas Energy Solutions position peaked at $375 in Q2 2025.
  • 242 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on True Wealth Design's 13F filing for Q1 2026, filed 13 Apr 2026.