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SIR Capital Management’s Atlas Energy Solutions AESI Stock Holding History

SIR Capital 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 		$3.84M Sell
231,347
-211,343
-48% -$3.46M 0.44% 58
2026
Q1 		$5.81M Buy
+442,690
New +$5.17M 0.54% 52
2025
Q4 		– Sell
-310,841
Closed -$3.53M – 81
2025
Q3 		$3.53M Sell
310,841
-203,659
-40% -$2.5M 0.32% 59
2025
Q2 		$6.88M Buy
+514,500
New +$7.03M 0.61% 50

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

SIR Capital Management's AESI Position: Q2 2026 in Review

SIR Capital Management reduced its Atlas Energy Solutions (AESI) stake by 48% in Q2 2026, selling an estimated $3.46M and leaving 231,347 shares worth $3.84M. The position accounts for 0.44% of the portfolio, ranked #58.

SIR Capital Management first reported a position in AESI in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.88M in Q2 2025. 284 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • SIR Capital Management held 231,347 shares of Atlas Energy Solutions worth $3.84M as of Q2 2026.
  • SIR Capital Management sold 211,343 Atlas Energy Solutions shares in Q2 2026, an estimated $3.46M.
  • Atlas Energy Solutions made up 0.44% of SIR Capital Management's portfolio in Q2 2026, its #58 holding.
  • SIR Capital Management first reported a position in Atlas Energy Solutions in Q2 2025 and has held it in 4 quarters since.
  • SIR Capital Management's Atlas Energy Solutions position peaked at $6.88M in Q2 2025.
  • 284 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on SIR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.