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

Balyasny 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
Q1 		$3.84M Sell
292,722
-930,611
-76% -$10.9M 0.01% 1480
2025
Q4 		$11.5M Buy
1,223,333
+1,123,767
+1,129% +$11.4M 0.01% 961
2025
Q3 		$1.13M Sell
99,566
-87,134
-47% -$1.07M ﹤0.01% 2062
2025
Q2 		$2.5M Buy
186,700
+94,713
+103% +$1.29M ﹤0.01% 1621
2025
Q1 		$1.64M Buy
+91,987
New +$1.91M ﹤0.01% 1794

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balyasny Asset Management's AESI Position: Q1 2026 in Review

Balyasny Asset Management reduced its Atlas Energy Solutions (AESI) stake by 76% in Q1 2026, selling an estimated $10.9M and leaving 292,722 shares worth $3.84M. The position accounts for 0.01% of the portfolio, ranked #1480.

Balyasny Asset Management first reported a position in AESI in Q1 2025 and has held it in 5 quarters since. The position peaked at $11.5M in Q4 2025. 241 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • Balyasny Asset Management held 292,722 shares of Atlas Energy Solutions worth $3.84M as of Q1 2026.
  • Balyasny Asset Management sold 930,611 Atlas Energy Solutions shares in Q1 2026, an estimated $10.9M.
  • Atlas Energy Solutions made up 0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1480 holding.
  • Balyasny Asset Management first reported a position in Atlas Energy Solutions in Q1 2025 and has held it in 5 quarters since.
  • Balyasny Asset Management's Atlas Energy Solutions position peaked at $11.5M in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.