Encompass Capital Advisors’s Atlas Energy Solutions AESI Stock Holding History

Encompass Capital 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	$109M	Sell	6,540,322 -2,594,860	-28%	-$42.4M	3.86%	4
2026 Q1	$120M	Buy	+9,135,182	New	+$107M	3.59%	5
2025 Q3	–	Sell	-373,148	Closed	-$4.99M	–	57
2025 Q2	$4.99M	Sell	373,148 -2,071,608	-85%	-$28.3M	0.18%	62
2025 Q1	$43.6M	Buy	+2,444,756	New	+$50.8M	1.67%	24
2024 Q2	–	Sell	-1,227,599	Closed	-$27.8M	–	60
2024 Q1	$27.8M	Sell	1,227,599 -1,857	-0.2%	-$34.6K	1.51%	27
2023 Q4	$21.2M	Buy	1,229,456 +5,554	+0.5%	+$102K	1.24%	30
2023 Q3	$27.2M	Sell	1,223,902 -147,053	-11%	-$3.08M	1.7%	28
2023 Q2	$23.8M	Buy	1,370,955 +70,955	+5%	+$1.24M	1.39%	29
2023 Q1	$22.1M	Buy	+1,300,000	New	+$21.3M	1.09%	26

Other funds holding AESI

BlackRock New York $6.73T AUM 46.02% 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

WCCM

Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

Encompass Capital Advisors's AESI Position: Q2 2026 in Review

Encompass Capital Advisors reduced its Atlas Energy Solutions (AESI) stake by 28% in Q2 2026, selling an estimated $42.4M and leaving 6,540,322 shares worth $109M. The position accounts for 3.86% of the portfolio, ranked #4.

Encompass Capital Advisors first reported a position in AESI in Q1 2023 and has held it in 9 quarters since. The position peaked at $120M in Q1 2026. 284 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

Encompass Capital Advisors held 6,540,322 shares of Atlas Energy Solutions worth $109M as of Q2 2026.
Encompass Capital Advisors sold 2,594,860 Atlas Energy Solutions shares in Q2 2026, an estimated $42.4M.
Atlas Energy Solutions made up 3.86% of Encompass Capital Advisors's portfolio in Q2 2026, its #4 holding.
Encompass Capital Advisors first reported a position in Atlas Energy Solutions in Q1 2023 and has held it in 9 quarters since.
Encompass Capital Advisors's Atlas Energy Solutions position peaked at $120M in Q1 2026.
284 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Encompass Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.