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Advisors Asset Management’s Atlas Energy Solutions AESI Stock Holding History

Advisors Asset 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 		$5.25M Sell
316,304
-3,540
-1% -$57.9K 0.08% 335
2026
Q1 		$4.2M Sell
319,844
-2,292
-0.7% -$26.8K 0.07% 375
2025
Q4 		$3.03M Buy
322,136
+85,741
+36% +$867K 0.05% 465
2025
Q3 		$2.69M Buy
236,395
+148,709
+170% +$1.82M 0.05% 504
2025
Q2 		$1.17M Buy
+87,686
New +$1.2M 0.02% 724

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Advisors Asset Management's AESI Position: Q2 2026 in Review

Advisors Asset Management reduced its Atlas Energy Solutions (AESI) stake by 1.1% in Q2 2026, selling an estimated $57.9K and leaving 316,304 shares worth $5.25M. The position accounts for 0.08% of the portfolio, ranked #335.

Advisors Asset Management first reported a position in AESI in Q2 2025 and has held it in 5 quarters since. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Advisors Asset Management held 316,304 shares of Atlas Energy Solutions worth $5.25M as of Q2 2026.
  • Advisors Asset Management sold 3,540 Atlas Energy Solutions shares in Q2 2026, an estimated $57.9K.
  • Atlas Energy Solutions made up 0.08% of Advisors Asset Management's portfolio in Q2 2026, its #335 holding.
  • Advisors Asset Management first reported a position in Atlas Energy Solutions in Q2 2025 and has held it in 5 quarters since.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.