LPL Financial
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LPL Financial’s Atlas Energy Solutions AESI Stock Holding History

LPL Financial’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 		$255K Buy
+15,360
New +$251K ﹤0.01% 5582
2025
Q4 		– Sell
-37,704
Closed -$429K – 5871
2025
Q3 		$429K Sell
37,704
-8,750
-19% -$107K ﹤0.01% 4745
2025
Q2 		$621K Buy
46,454
+6,900
+17% +$94.2K ﹤0.01% 4192
2025
Q1 		$706K Sell
39,554
-3,330
-8% -$69.2K ﹤0.01% 3841
2024
Q4 		$951K Buy
42,884
+226
+0.5% +$4.87K ﹤0.01% 3525
2024
Q3 		$930K Buy
42,658
+926
+2% +$19.1K ﹤0.01% 3468
2024
Q2 		$832K Buy
41,732
+4,672
+13% +$104K ﹤0.01% 3426
2024
Q1 		$838K Buy
37,060
+4,741
+15% +$88.4K ﹤0.01% 3336
2023
Q4 		$557K Buy
32,319
+3,989
+14% +$73.4K ﹤0.01% 3580
2023
Q3 		$630K Sell
28,330
-977
-3% -$20.4K ﹤0.01% 3288
2023
Q2 		$509K Sell
29,307
-83
-0.3% -$1.45K ﹤0.01% 3432
2023
Q1 		$501K Buy
+29,390
New +$482K ﹤0.01% 3331

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

LPL Financial's AESI Position: Q2 2026 in Review

LPL Financial opened a new position in Atlas Energy Solutions (AESI) in Q2 2026: 15,360 shares worth $255K. The stake represents ﹤0.01% of the portfolio and ranks #5582 among its holdings. This is a return to the name: LPL Financial previously reported a position in AESI as recently as Q3 2025.

LPL Financial first reported a position in AESI in Q1 2023 and has held it in 12 quarters since. The position peaked at $951K in Q4 2024. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • LPL Financial held 15,360 shares of Atlas Energy Solutions worth $255K as of Q2 2026.
  • Atlas Energy Solutions was a new LPL Financial position in Q2 2026.
  • Atlas Energy Solutions made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5582 holding.
  • LPL Financial first reported a position in Atlas Energy Solutions in Q1 2023 and has held it in 12 quarters since.
  • LPL Financial's Atlas Energy Solutions position peaked at $951K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.