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

Kennedy 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	$9.48M	Sell	570,571 -249,751	-30%	-$4.08M	0.17%	208
2026 Q1	$10.8M	Sell	820,322 -434,670	-35%	-$5.08M	0.23%	163
2025 Q4	$11.8M	Buy	1,254,992 +354,130	+39%	+$3.58M	0.25%	146
2025 Q3	$10.2M	Sell	900,862 -42,639	-5%	-$522K	0.23%	153
2025 Q2	$12.6M	Buy	943,501 +246,843	+35%	+$3.37M	0.3%	101
2025 Q1	$12.4M	Buy	696,658 +237,889	+52%	+$4.95M	0.3%	108
2024 Q4	$10.2M	Buy	458,769 +84,557	+23%	+$1.82M	0.23%	137
2024 Q3	$8.16M	Buy	+374,212	New	+$7.73M	0.18%	193

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

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

Kennedy Capital Management reduced its Atlas Energy Solutions (AESI) stake by 30% in Q2 2026, selling an estimated $4.08M and leaving 570,571 shares worth $9.48M. The position accounts for 0.17% of the portfolio, ranked #208.

Kennedy Capital Management first reported a position in AESI in Q3 2024 and has held it in 8 quarters since. The position peaked at $12.6M in Q2 2025. 284 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

Kennedy Capital Management held 570,571 shares of Atlas Energy Solutions worth $9.48M as of Q2 2026.
Kennedy Capital Management sold 249,751 Atlas Energy Solutions shares in Q2 2026, an estimated $4.08M.
Atlas Energy Solutions made up 0.17% of Kennedy Capital Management's portfolio in Q2 2026, its #208 holding.
Kennedy Capital Management first reported a position in Atlas Energy Solutions in Q3 2024 and has held it in 8 quarters since.
Kennedy Capital Management's Atlas Energy Solutions position peaked at $12.6M in Q2 2025.
284 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Kennedy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.