ICM
AESI icon

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

Islay 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
Q1 		$13.1K Sell
1,000
-2,000
-67% -$23.4K 0.01% 155
2025
Q4 		$28.3K Buy
+3,000
New +$30.3K 0.02% 135

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Islay Capital Management's AESI Position: Q1 2026 in Review

Islay Capital Management reduced its Atlas Energy Solutions (AESI) stake by 67% in Q1 2026, selling an estimated $23.4K and leaving 1,000 shares worth $13.1K. The position accounts for 0.01% of the portfolio, ranked #155.

Islay Capital Management first reported a position in AESI in Q4 2025 and has held it in 2 quarters since. The position peaked at $28.3K in Q4 2025. 241 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • Islay Capital Management held 1,000 shares of Atlas Energy Solutions worth $13.1K as of Q1 2026.
  • Islay Capital Management sold 2,000 Atlas Energy Solutions shares in Q1 2026, an estimated $23.4K.
  • Atlas Energy Solutions made up 0.01% of Islay Capital Management's portfolio in Q1 2026, its #155 holding.
  • Islay Capital Management first reported a position in Atlas Energy Solutions in Q4 2025 and has held it in 2 quarters since.
  • Islay Capital Management's Atlas Energy Solutions position peaked at $28.3K in Q4 2025.
  • 241 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.