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Whipplewood Advisors’s Atlas Energy Solutions AESI Stock Holding History

Whipplewood Advisors’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
-54
Closed -$1.89K – 1204
2025
Q1 		$1.89K Sell
54
-52
-49% -$1.08K ﹤0.01% 899
2024
Q4 		$2.35K Buy
+106
New +$2.28K ﹤0.01% 845

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

Whipplewood Advisors's AESI Position: Q2 2025 in Review

Whipplewood Advisors sold out of Atlas Energy Solutions (AESI) in Q2 2025, closing a stake of 54 shares — an estimated $1.89K sold.

Whipplewood Advisors first reported a position in AESI in Q4 2024 and held it in 2 quarters. The position peaked at $2.35K in Q4 2024. 258 funds tracked by Wall St. Rank hold AESI as of Q2 2025.

  • Whipplewood Advisors reported no remaining Atlas Energy Solutions position as of Q2 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 54 Atlas Energy Solutions shares in Q2 2025, an estimated $1.89K.
  • Whipplewood Advisors first reported a position in Atlas Energy Solutions in Q4 2024 and held it in 2 quarters.
  • Whipplewood Advisors's Atlas Energy Solutions position peaked at $2.35K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2025.

Based on Whipplewood Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.