49 Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

49 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
2026 Q2	–	Sell	-95,844	Closed	-$1.26M	–	193
2026 Q1	$1.26M	Buy	95,844 +39,439	+70%	+$461K	0.09%	61
2025 Q4	$531K	Buy	56,405 +31,153	+123%	+$315K	0.04%	105
2025 Q3	$287K	Buy	25,252 +12,158	+93%	+$149K	0.03%	154
2025 Q2	$175K	Buy	13,094 +260	+2%	+$3.55K	0.02%	170
2025 Q1	$229K	Buy	+12,834	New	+$267K	0.03%	162

Other funds holding AESI

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 Malvern, Pennsylvania $2.22T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

49 Wealth Management's AESI Position: Q2 2026 in Review

49 Wealth Management sold out of Atlas Energy Solutions (AESI) in Q2 2026, closing a stake of 95,844 shares — an estimated $1.26M sold.

49 Wealth Management first reported a position in AESI in Q1 2025 and held it in 5 quarters. The position peaked at $1.26M in Q1 2026. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

49 Wealth Management reported no remaining Atlas Energy Solutions position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 95,844 Atlas Energy Solutions shares in Q2 2026, an estimated $1.26M.
49 Wealth Management first reported a position in Atlas Energy Solutions in Q1 2025 and held it in 5 quarters.
49 Wealth Management's Atlas Energy Solutions position peaked at $1.26M in Q1 2026.
285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.