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 Q3	$177K	Hold	14,766	–	–	0.01%	228
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

Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Argentarii Cincinnati, Ohio $328M AUM 24% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

Lyell Wealth Management's AESI Position: Q3 2026 in Review

Lyell Wealth Management held its Atlas Energy Solutions (AESI) position steady in Q3 2026 at 14,766 shares worth $177K. The position accounts for 0.01% of the portfolio, ranked #228.

Lyell Wealth Management first reported a position in AESI in Q4 2023 and has held it in 12 quarters since. The position peaked at $334K in Q1 2024. 65 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

Lyell Wealth Management held 14,766 shares of Atlas Energy Solutions worth $177K as of Q3 2026.
Lyell Wealth Management left its Atlas Energy Solutions share count unchanged in Q3 2026.
Atlas Energy Solutions made up 0.01% of Lyell Wealth Management's portfolio in Q3 2026, its #228 holding.
Lyell Wealth Management first reported a position in Atlas Energy Solutions in Q4 2023 and has held it in 12 quarters since.
Lyell Wealth Management's Atlas Energy Solutions position peaked at $334K in Q1 2024.
65 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

Based on Lyell Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.