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Western Pacific Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Western Pacific Wealth 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
Q3 		– Sell
-265
Closed -$3.54K – 191
2025
Q2 		$3.54K Buy
+265
New +$3.62K ﹤0.01% 178

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
MWA
Meridian Wealth Advisors Austin, Texas $880M AUM 30.15% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Western Pacific Wealth Management's AESI Position: Q3 2025 in Review

Western Pacific Wealth Management sold out of Atlas Energy Solutions (AESI) in Q3 2025, closing a stake of 265 shares — an estimated $3.54K sold.

Western Pacific Wealth Management first reported a position in AESI in Q2 2025 and held it in 1 quarter. The position peaked at $3.54K in Q2 2025. 244 funds tracked by Wall St. Rank hold AESI as of Q3 2025.

  • Western Pacific Wealth Management reported no remaining Atlas Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • Western Pacific Wealth Management sold 265 Atlas Energy Solutions shares in Q3 2025, an estimated $3.54K.
  • Western Pacific Wealth Management first reported a position in Atlas Energy Solutions in Q2 2025 and held it in 1 quarter.
  • Western Pacific Wealth Management's Atlas Energy Solutions position peaked at $3.54K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2025.

Based on Western Pacific Wealth Management's 13F filing for Q3 2025, filed 21 Oct 2025.