Charles Schwab
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Charles Schwab’s Atlas Energy Solutions AESI Stock Holding History

Charles Schwab’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 		$12.7M Buy
763,558
+41,805
+6% +$684K ﹤0.01% 2042
2026
Q1 		$9.47M Buy
721,753
+32,742
+5% +$383K ﹤0.01% 2126
2025
Q4 		$6.49M Sell
689,011
-32,412
-4% -$328K ﹤0.01% 2333
2025
Q3 		$8.2M Buy
721,423
+51,144
+8% +$627K ﹤0.01% 2193
2025
Q2 		$8.96M Buy
670,279
+35,791
+6% +$489K ﹤0.01% 2072
2025
Q1 		$11.3M Buy
634,488
+81,573
+15% +$1.7M ﹤0.01% 1896
2024
Q4 		$12.3M Buy
552,915
+34,346
+7% +$740K ﹤0.01% 1924
2024
Q3 		$11.3M Buy
518,569
+25,999
+5% +$537K ﹤0.01% 1975
2024
Q2 		$9.82M Buy
492,570
+149,073
+43% +$3.33M ﹤0.01% 2053
2024
Q1 		$7.77M Buy
343,497
+7,173
+2% +$134K ﹤0.01% 2112
2023
Q4 		$5.79M Buy
336,324
+204,176
+155% +$3.76M ﹤0.01% 2246
2023
Q3 		$2.94M Buy
132,148
+5,152
+4% +$108K ﹤0.01% 2474
2023
Q2 		$2.2M Buy
+126,996
New +$2.21M ﹤0.01% 2514

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

Charles Schwab's AESI Position: Q2 2026 in Review

Charles Schwab increased its Atlas Energy Solutions (AESI) stake by 5.8% in Q2 2026, buying an estimated $684K and bringing the position to 763,558 shares worth $12.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2042.

Charles Schwab first reported a position in AESI in Q2 2023 and has held it in 13 quarters since. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Charles Schwab held 763,558 shares of Atlas Energy Solutions worth $12.7M as of Q2 2026.
  • Charles Schwab bought 41,805 Atlas Energy Solutions shares in Q2 2026, an estimated $684K.
  • Atlas Energy Solutions made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #2042 holding.
  • Charles Schwab first reported a position in Atlas Energy Solutions in Q2 2023 and has held it in 13 quarters since.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.