Lyell Wealth Management’s Atlas Energy Solutions AESI Stock Holding History

Lyell Wealth 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	$245K	Hold	14,766	–	–	0.02%	218
2026 Q1	$194K	Hold	14,766	–	–	0.01%	214
2025 Q4	$139K	Hold	14,766	–	–	0.01%	212
2025 Q3	$168K	Hold	14,766	–	–	0.01%	210
2025 Q2	$197K	Hold	14,766	–	–	0.02%	216
2025 Q1	$263K	Hold	14,766	–	–	0.02%	178
2024 Q4	$328K	Hold	14,766	–	–	0.03%	163
2024 Q3	$322K	Hold	14,766	–	–	0.03%	175
2024 Q2	$294K	Hold	14,766	–	–	0.03%	172
2024 Q1	$334K	Hold	14,766	–	–	0.03%	165
2023 Q4	$254K	Buy	+14,766	New	+$272K	0.03%	172

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

Lyell Wealth Management's AESI Position: Q2 2026 in Review

Lyell Wealth Management held its Atlas Energy Solutions (AESI) position steady in Q2 2026 at 14,766 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #218.

Lyell Wealth Management first reported a position in AESI in Q4 2023 and has held it in 11 quarters since. The position peaked at $334K in Q1 2024. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

Lyell Wealth Management held 14,766 shares of Atlas Energy Solutions worth $245K as of Q2 2026.
Lyell Wealth Management left its Atlas Energy Solutions share count unchanged in Q2 2026.
Atlas Energy Solutions made up 0.02% of Lyell Wealth Management's portfolio in Q2 2026, its #218 holding.
Lyell Wealth Management first reported a position in Atlas Energy Solutions in Q4 2023 and has held it in 11 quarters since.
Lyell Wealth Management's Atlas Energy Solutions position peaked at $334K in Q1 2024.
285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.