John Overdeck’s Atlas Energy Solutions AESI Stock Holding History

John Overdeck’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	$53.3M	Buy	+3,209,946	New	+$52.5M	0.04%	534
2025 Q1	–	Sell	-18,214	Closed	-$404K	–	3172
2024 Q4	$404K	Sell	18,214 -17,568	-49%	-$379K	﹤0.01%	2630
2024 Q3	$780K	Sell	35,782 -78,602	-69%	-$1.62M	﹤0.01%	2256
2024 Q2	$2.28M	Sell	114,384 -71,260	-38%	-$1.59M	0.01%	1468
2024 Q1	$4.2M	Sell	185,644 -64,684	-26%	-$1.21M	0.01%	1067
2023 Q4	$4.31M	Sell	250,328 -6,643	-3%	-$122K	0.01%	1074
2023 Q3	$5.71M	Buy	256,971 +193,975	+308%	+$4.06M	0.02%	832
2023 Q2	$1.09M	Buy	62,996 +33,996	+117%	+$592K	﹤0.01%	1903
2023 Q1	$494K	Buy	+29,000	New	+$476K	﹤0.01%	2211

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

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

WCCM

Webs Creek Capital Management Dallas, Texas $528M AUM 69.69% 1-Year Est. Return

John Overdeck's AESI Position: Q2 2026 in Review

John Overdeck opened a new position in Atlas Energy Solutions (AESI) in Q2 2026: 3,209,946 shares worth $53.3M. The stake represents 0.04% of the portfolio and ranks #534 among its holdings. This is a return to the name: John Overdeck previously reported a position in AESI as recently as Q4 2024.

John Overdeck first reported a position in AESI in Q1 2023 and has held it in 9 quarters since. 283 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

John Overdeck held 3,209,946 shares of Atlas Energy Solutions worth $53.3M as of Q2 2026.
Atlas Energy Solutions was a new John Overdeck position in Q2 2026.
Atlas Energy Solutions made up 0.04% of John Overdeck's portfolio in Q2 2026, its #534 holding.
John Overdeck first reported a position in Atlas Energy Solutions in Q1 2023 and has held it in 9 quarters since.
283 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.