Raymond James Financial’s Atlas Energy Solutions AESI Stock Holding History

Raymond James 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	$194K	Buy	+11,666	New	+$191K	﹤0.01%	5053
2025 Q4	–	Sell	-19,654	Closed	-$223K	–	5160
2025 Q3	$223K	Sell	19,654 -127,314	-87%	-$1.56M	﹤0.01%	4569
2025 Q2	$1.96M	Sell	146,968 -18,263	-11%	-$249K	﹤0.01%	3096
2025 Q1	$2.95M	Buy	165,231 +65,901	+66%	+$1.37M	﹤0.01%	2703
2024 Q4	$2.2M	Buy	+99,330	New	+$2.14M	﹤0.01%	2896

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 $3.38T AUM 44.17% 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

Raymond James Financial's AESI Position: Q2 2026 in Review

Raymond James Financial opened a new position in Atlas Energy Solutions (AESI) in Q2 2026: 11,666 shares worth $194K. The stake represents ﹤0.01% of the portfolio and ranks #5053 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in AESI as recently as Q3 2025.

Raymond James Financial first reported a position in AESI in Q4 2024 and has held it in 5 quarters since. The position peaked at $2.95M in Q1 2025. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

Raymond James Financial held 11,666 shares of Atlas Energy Solutions worth $194K as of Q2 2026.
Atlas Energy Solutions was a new Raymond James Financial position in Q2 2026.
Atlas Energy Solutions made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #5053 holding.
Raymond James Financial first reported a position in Atlas Energy Solutions in Q4 2024 and has held it in 5 quarters since.
Raymond James Financial's Atlas Energy Solutions position peaked at $2.95M in Q1 2025.
285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.