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	$1.92M	Buy	115,500 +84,400	+271%	+$1.38M	﹤0.01%	6565
2026 Q1	$408K	Buy	+31,100	New	+$363K	﹤0.01%	10161
2025 Q4	–	Sell	-225,400	Closed	-$2.56M	–	12212
2025 Q3	$2.56M	Buy	225,400 +52,600	+30%	+$644K	﹤0.01%	5277
2025 Q2	$2.31M	Buy	172,800 +145,800	+540%	+$1.99M	﹤0.01%	5493
2025 Q1	$482K	Buy	+27,000	New	+$561K	﹤0.01%	8977
2024 Q3	–	Sell	-19,700	Closed	-$393K	–	11866
2024 Q2	$393K	Buy	19,700 +1,100	+6%	+$24.5K	﹤0.01%	8846
2024 Q1	$421K	Buy	+18,600	New	+$347K	﹤0.01%	8923
2023 Q4	–	Sell	-37,000	Closed	-$823K	–	12261
2023 Q3	$823K	Buy	+37,000	New	+$774K	﹤0.01%	7082

Other funds holding AESI

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 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

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.