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Jeff Yass’s Atlas Energy Solutions AESI Stock Holding History

Jeff Yass’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 		$207K Sell
12,461
-19,014
-60% -$311K ﹤0.01% 11873
2026
Q1 		$413K Sell
31,475
-49,382
-61% -$577K ﹤0.01% 10133
2025
Q4 		$762K Sell
80,857
-258,617
-76% -$2.61M ﹤0.01% 7818
2025
Q3 		$3.86M Sell
339,474
-268,533
-44% -$3.29M ﹤0.01% 4532
2025
Q2 		$8.13M Buy
608,007
+502,093
+474% +$6.86M ﹤0.01% 3146
2025
Q1 		$1.89M Buy
105,914
+60,207
+132% +$1.25M ﹤0.01% 5669
2024
Q4 		$1.01M Sell
45,707
-227,149
-83% -$4.9M ﹤0.01% 6910
2024
Q3 		$5.95M Buy
272,856
+42,909
+19% +$886K ﹤0.01% 3318
2024
Q2 		$4.58M Buy
229,947
+142,037
+162% +$3.17M ﹤0.01% 3591
2024
Q1 		$1.99M Buy
87,910
+72,809
+482% +$1.36M ﹤0.01% 5356
2023
Q4 		$260K Sell
15,101
-18,063
-54% -$332K ﹤0.01% 10136
2023
Q3 		$737K Sell
33,164
-22,855
-41% -$478K ﹤0.01% 7326
2023
Q2 		$972K Buy
+56,019
New +$976K ﹤0.01% 6743

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

Jeff Yass's AESI Position: Q2 2026 in Review

Jeff Yass reduced its Atlas Energy Solutions (AESI) stake by 60% in Q2 2026, selling an estimated $311K and leaving 12,461 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #11873.

Jeff Yass first reported a position in AESI in Q2 2023 and has held it in 13 quarters since. The position peaked at $8.13M in Q2 2025. 283 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Jeff Yass held 12,461 shares of Atlas Energy Solutions worth $207K as of Q2 2026.
  • Jeff Yass sold 19,014 Atlas Energy Solutions shares in Q2 2026, an estimated $311K.
  • Atlas Energy Solutions made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #11873 holding.
  • Jeff Yass first reported a position in Atlas Energy Solutions in Q2 2023 and has held it in 13 quarters since.
  • Jeff Yass's Atlas Energy Solutions position peaked at $8.13M in Q2 2025.
  • 283 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.