Capstone Investment Advisors’s Atlas Energy Solutions AESI Stock Holding History

Capstone Investment 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
2026 Q2	$243K	Buy	+14,623	New	+$239K	﹤0.01%	1548
2024 Q2	–	Sell	-545,859	Closed	-$12.3M	–	2042
2024 Q1	$12.3M	Buy	545,859 +45,859	+9%	+$855K	0.04%	240
2023 Q4	$8.61M	Buy	500,000 +275,000	+122%	+$5.06M	0.03%	381
2023 Q3	$5M	Sell	225,000 -26,901	-11%	-$563K	0.02%	428
2023 Q2	$4.37M	Sell	251,901 -112,148	-31%	-$1.95M	0.02%	413
2023 Q1	$6.2M	Buy	+364,049	New	+$5.98M	0.03%	322

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

Capstone Investment Advisors's AESI Position: Q2 2026 in Review

Capstone Investment Advisors opened a new position in Atlas Energy Solutions (AESI) in Q2 2026: 14,623 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #1548 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in AESI as recently as Q1 2024.

Capstone Investment Advisors first reported a position in AESI in Q1 2023 and has held it in 6 quarters since. The position peaked at $12.3M in Q1 2024. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

Capstone Investment Advisors held 14,623 shares of Atlas Energy Solutions worth $243K as of Q2 2026.
Atlas Energy Solutions was a new Capstone Investment Advisors position in Q2 2026.
Atlas Energy Solutions made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1548 holding.
Capstone Investment Advisors first reported a position in Atlas Energy Solutions in Q1 2023 and has held it in 6 quarters since.
Capstone Investment Advisors's Atlas Energy Solutions position peaked at $12.3M in Q1 2024.
285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.