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Evergreen Capital Management’s Atlas Energy Solutions AESI Stock Holding History

Evergreen Capital Management’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 		$8.04M Sell
483,933
-141,554
-23% -$2.31M 0.14% 145
2026
Q1 		$8.21M Sell
625,487
-703,450
-53% -$8.22M 0.18% 133
2025
Q4 		$12.5M Sell
1,328,937
-53,183
-4% -$538K 0.28% 88
2025
Q3 		$15.7M Buy
1,382,120
+64,630
+5% +$792K 0.37% 63
2025
Q2 		$17.6M Buy
1,317,490
+316,762
+32% +$4.33M 0.53% 42
2025
Q1 		$17.9M Buy
1,000,728
+69,178
+7% +$1.44M 0.6% 31
2024
Q4 		$20.7M Sell
931,550
-88,180
-9% -$1.9M 0.67% 26
2024
Q3 		$22.2M Sell
1,019,730
-65,999
-6% -$1.36M 0.75% 22
2024
Q2 		$21.6M Buy
1,085,729
+222,890
+26% +$4.97M 0.78% 21
2024
Q1 		$19.5M Sell
862,839
-76,774
-8% -$1.43M 0.74% 21
2023
Q4 		$16.2M Buy
+939,613
New +$17.3M 0.66% 23
2023
Q3 		– Sell
-179,166
Closed -$3.11M – 795
2023
Q2 		$3.11M Buy
179,166
+28,106
+19% +$490K 0.13% 177
2023
Q1 		$2.57M Buy
+151,060
New +$2.48M 0.12% 191

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

Evergreen Capital Management's AESI Position: Q2 2026 in Review

Evergreen Capital Management reduced its Atlas Energy Solutions (AESI) stake by 23% in Q2 2026, selling an estimated $2.31M and leaving 483,933 shares worth $8.04M. The position accounts for 0.14% of the portfolio, ranked #145.

Evergreen Capital Management first reported a position in AESI in Q1 2023 and has held it in 13 quarters since. The position peaked at $22.2M in Q3 2024. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Evergreen Capital Management held 483,933 shares of Atlas Energy Solutions worth $8.04M as of Q2 2026.
  • Evergreen Capital Management sold 141,554 Atlas Energy Solutions shares in Q2 2026, an estimated $2.31M.
  • Atlas Energy Solutions made up 0.14% of Evergreen Capital Management's portfolio in Q2 2026, its #145 holding.
  • Evergreen Capital Management first reported a position in Atlas Energy Solutions in Q1 2023 and has held it in 13 quarters since.
  • Evergreen Capital Management's Atlas Energy Solutions position peaked at $22.2M in Q3 2024.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.