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

Geode 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 		$34.3M Buy
2,066,553
+202,411
+11% +$3.31M ﹤0.01% 1837
2026
Q1 		$24.5M Buy
1,864,142
+36,454
+2% +$426K ﹤0.01% 1896
2025
Q4 		$17.2M Buy
1,827,688
+23,955
+1% +$242K ﹤0.01% 2096
2025
Q3 		$20.5M Buy
1,803,733
+37,936
+2% +$465K ﹤0.01% 1990
2025
Q2 		$23.6M Buy
1,765,797
+84,760
+5% +$1.16M ﹤0.01% 1874
2025
Q1 		$30M Buy
1,681,037
+235,534
+16% +$4.9M ﹤0.01% 1673
2024
Q4 		$32.1M Sell
1,445,503
-2,837
-0.2% -$61.1K ﹤0.01% 1694
2024
Q3 		$31.6M Buy
1,448,340
+54,321
+4% +$1.12M ﹤0.01% 1726
2024
Q2 		$27.8M Buy
1,394,019
+661,370
+90% +$14.8M ﹤0.01% 1743
2024
Q1 		$16.6M Buy
732,649
+24,038
+3% +$448K ﹤0.01% 2039
2023
Q4 		$12.2M Buy
708,611
+376,682
+113% +$6.93M ﹤0.01% 2225
2023
Q3 		$7.66M Buy
331,929
+16,078
+5% +$336K ﹤0.01% 2416
2023
Q2 		$5.48M Buy
+315,851
New +$5.5M ﹤0.01% 2630

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

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

Geode Capital Management increased its Atlas Energy Solutions (AESI) stake by 11% in Q2 2026, buying an estimated $3.31M and bringing the position to 2,066,553 shares worth $34.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1837.

Geode Capital Management 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.

  • Geode Capital Management held 2,066,553 shares of Atlas Energy Solutions worth $34.3M as of Q2 2026.
  • Geode Capital Management bought 202,411 Atlas Energy Solutions shares in Q2 2026, an estimated $3.31M.
  • Atlas Energy Solutions made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #1837 holding.
  • Geode Capital Management 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 Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.