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Nixon Capital’s Atlas Energy Solutions AESI Stock Holding History

Nixon Capital’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 		$15.4M Sell
927,651
-267,539
-22% -$4.38M 4.85% 10
2026
Q1 		$15.7M Sell
1,195,190
-2,638
-0.2% -$30.8K 5.36% 9
2025
Q4 		$11.3M Buy
+1,197,828
New +$12.1M 2.98% 14

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

Nixon Capital's AESI Position: Q2 2026 in Review

Nixon Capital reduced its Atlas Energy Solutions (AESI) stake by 22% in Q2 2026, selling an estimated $4.38M and leaving 927,651 shares worth $15.4M. The position accounts for 4.85% of the portfolio, ranked #10.

Nixon Capital first reported a position in AESI in Q4 2025 and has held it in 3 quarters since. The position peaked at $15.7M in Q1 2026. 284 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Nixon Capital held 927,651 shares of Atlas Energy Solutions worth $15.4M as of Q2 2026.
  • Nixon Capital sold 267,539 Atlas Energy Solutions shares in Q2 2026, an estimated $4.38M.
  • Atlas Energy Solutions made up 4.85% of Nixon Capital's portfolio in Q2 2026, its #10 holding.
  • Nixon Capital first reported a position in Atlas Energy Solutions in Q4 2025 and has held it in 3 quarters since.
  • Nixon Capital's Atlas Energy Solutions position peaked at $15.7M in Q1 2026.
  • 284 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Nixon Capital's 13F filing for Q2 2026, filed 12 Aug 2026.