Cullinan Associates’s Atlas Energy Solutions AESI Stock Holding History

Cullinan Associates’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	$4.19M	Hold	252,000	–	–	0.32%	68
2026 Q1	$3.31M	Hold	252,000	–	–	0.27%	73
2025 Q4	$2.37M	Hold	252,000	–	–	0.16%	95
2025 Q3	$2.87M	Hold	252,000	–	–	0.19%	91
2025 Q2	$3.37M	Hold	252,000	–	–	0.22%	79
2025 Q1	$4.5M	Hold	252,000	–	–	0.32%	67
2024 Q4	$5.59M	Hold	252,000	–	–	0.36%	60
2024 Q3	$5.03M	Hold	252,000	–	–	0.28%	72
2024 Q2	$5.02M	Buy	252,000 +152,000	+152%	+$3.39M	0.28%	72
2024 Q1	$2.26M	Buy	+100,000	New	+$1.87M	0.13%	114

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

Cullinan Associates's AESI Position: Q2 2026 in Review

Cullinan Associates held its Atlas Energy Solutions (AESI) position steady in Q2 2026 at 252,000 shares worth $4.19M. The position accounts for 0.32% of the portfolio, ranked #68.

Cullinan Associates first reported a position in AESI in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.59M in Q4 2024. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

Cullinan Associates held 252,000 shares of Atlas Energy Solutions worth $4.19M as of Q2 2026.
Cullinan Associates left its Atlas Energy Solutions share count unchanged in Q2 2026.
Atlas Energy Solutions made up 0.32% of Cullinan Associates's portfolio in Q2 2026, its #68 holding.
Cullinan Associates first reported a position in Atlas Energy Solutions in Q1 2024 and has held it in 10 quarters since.
Cullinan Associates's Atlas Energy Solutions position peaked at $5.59M in Q4 2024.
285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Cullinan Associates's 13F filing for Q2 2026, filed 29 Jul 2026.