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Wealthspire Advisors (New York)’s Atlas Energy Solutions AESI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-222
Closed -$2.52K – 1066
2025
Q3 		$2.52K Buy
+222
New +$2.72K ﹤0.01% 2546

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
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wealthspire Advisors (New York)'s AESI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Atlas Energy Solutions (AESI) in Q4 2025, closing a stake of 222 shares — an estimated $2.52K sold.

Wealthspire Advisors (New York) first reported a position in AESI in Q3 2025 and held it in 1 quarter. The position peaked at $2.52K in Q3 2025. 233 funds tracked by Wall St. Rank hold AESI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Atlas Energy Solutions position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 222 Atlas Energy Solutions shares in Q4 2025, an estimated $2.52K.
  • Wealthspire Advisors (New York) first reported a position in Atlas Energy Solutions in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Atlas Energy Solutions position peaked at $2.52K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.