CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Atlas Energy Solutions AESI Stock Holding History

CAPTRUST Financial 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 		$259K Buy
15,583
+185
+1% +$3.02K ﹤0.01% 2698
2026
Q1 		$202K Buy
15,398
+472
+3% +$5.51K ﹤0.01% 2682
2025
Q4 		$141K Sell
14,926
-448
-3% -$4.53K ﹤0.01% 2573
2025
Q3 		$175K Buy
15,374
+2,085
+16% +$25.5K ﹤0.01% 2450
2025
Q2 		$178K Sell
13,289
-35,626
-73% -$487K ﹤0.01% 2325
2025
Q1 		$873K Buy
48,915
+29,763
+155% +$619K ﹤0.01% 1355
2024
Q4 		$425K Buy
19,152
+54
+0.3% +$1.16K ﹤0.01% 1692
2024
Q3 		$416K Sell
19,098
-15,368
-45% -$317K ﹤0.01% 1682
2024
Q2 		$687K Buy
34,466
+22,211
+181% +$495K ﹤0.01% 1355
2024
Q1 		$277K Sell
12,255
-35,113
-74% -$655K ﹤0.01% 1817
2023
Q4 		$816K Buy
47,368
+22,090
+87% +$407K ﹤0.01% 1397
2023
Q3 		$562K Buy
+25,278
New +$529K ﹤0.01% 1578

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

CAPTRUST Financial Advisors's AESI Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Atlas Energy Solutions (AESI) stake by 1.2% in Q2 2026, buying an estimated $3.02K and bringing the position to 15,583 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

CAPTRUST Financial Advisors first reported a position in AESI in Q3 2023 and has held it in 12 quarters since. The position peaked at $873K in Q1 2025. 284 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • CAPTRUST Financial Advisors held 15,583 shares of Atlas Energy Solutions worth $259K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 185 Atlas Energy Solutions shares in Q2 2026, an estimated $3.02K.
  • Atlas Energy Solutions made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2698 holding.
  • CAPTRUST Financial Advisors first reported a position in Atlas Energy Solutions in Q3 2023 and has held it in 12 quarters since.
  • CAPTRUST Financial Advisors's Atlas Energy Solutions position peaked at $873K in Q1 2025.
  • 284 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.