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 Q3	$3.03M	Hold	252,000	–	–	0.23%	78
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Argentarii Cincinnati, Ohio $328M AUM 24% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Cullinan Associates's AESI Position: Q3 2026 in Review

Cullinan Associates held its Atlas Energy Solutions (AESI) position steady in Q3 2026 at 252,000 shares worth $3.03M. The position accounts for 0.23% of the portfolio, ranked #78.

Cullinan Associates first reported a position in AESI in Q1 2024 and has held it in 11 quarters since. The position peaked at $5.59M in Q4 2024. 78 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

Cullinan Associates held 252,000 shares of Atlas Energy Solutions worth $3.03M as of Q3 2026.
Cullinan Associates left its Atlas Energy Solutions share count unchanged in Q3 2026.
Atlas Energy Solutions made up 0.23% of Cullinan Associates's portfolio in Q3 2026, its #78 holding.
Cullinan Associates first reported a position in Atlas Energy Solutions in Q1 2024 and has held it in 11 quarters since.
Cullinan Associates's Atlas Energy Solutions position peaked at $5.59M in Q4 2024.
78 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

Based on Cullinan Associates's 13F filing for Q3 2026, filed 3 Nov 2026.