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
Q2 		$4.73M Sell
284,847
-7,875
-3% -$129K 0.01% 1398
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 $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 $3.38T AUM 44.17% 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

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

Balyasny Asset Management reduced its Atlas Energy Solutions (AESI) stake by 2.7% in Q2 2026, selling an estimated $129K and leaving 284,847 shares worth $4.73M. The position accounts for 0.01% of the portfolio, ranked #1398.

Balyasny Asset Management first reported a position in AESI in Q1 2025 and has held it in 6 quarters since. The position peaked at $11.5M in Q4 2025. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Balyasny Asset Management held 284,847 shares of Atlas Energy Solutions worth $4.73M as of Q2 2026.
  • Balyasny Asset Management sold 7,875 Atlas Energy Solutions shares in Q2 2026, an estimated $129K.
  • Atlas Energy Solutions made up 0.01% of Balyasny Asset Management's portfolio in Q2 2026, its #1398 holding.
  • Balyasny Asset Management first reported a position in Atlas Energy Solutions in Q1 2025 and has held it in 6 quarters since.
  • Balyasny Asset Management's Atlas Energy Solutions position peaked at $11.5M in Q4 2025.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

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