Steward Partners Investment Advisory’s Atlas Energy Solutions AESI Stock Holding History

Steward Partners Investment Advisory’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	–	Sell	-5,585	Closed	-$73.3K	–	4656
2026 Q1	$73.3K	Buy	+5,585	New	+$65.3K	﹤0.01%	2569
2025 Q4	–	Sell	-99	Closed	-$1.13K	–	4307
2025 Q3	$1.13K	Hold	99	–	–	﹤0.01%	4035
2025 Q2	$1.32K	Sell	99 -189	-66%	-$2.58K	﹤0.01%	3817
2025 Q1	$5.14K	Buy	288 +2	+0.7%	+$42	﹤0.01%	3374
2024 Q4	$6.34K	Buy	286 +101	+55%	+$2.18K	﹤0.01%	3280
2024 Q3	$4.03K	Buy	185 +2	+1%	+$41	﹤0.01%	3256
2024 Q2	$3.64K	Buy	183 +2	+1%	+$45	﹤0.01%	3139
2024 Q1	$4.09K	Hold	181	–	–	﹤0.01%	3102
2023 Q4	$3.12K	Buy	181 +15	+9%	+$276	﹤0.01%	3118
2023 Q3	$3.69K	Buy	+166	New	+$3.47K	﹤0.01%	2922

Other funds holding AESI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Steward Partners Investment Advisory's AESI Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Atlas Energy Solutions (AESI) in Q2 2026, closing a stake of 5,585 shares — an estimated $73.3K sold.

Steward Partners Investment Advisory first reported a position in AESI in Q3 2023 and held it in 10 quarters. The position peaked at $73.3K in Q1 2026. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

Steward Partners Investment Advisory reported no remaining Atlas Energy Solutions position as of Q2 2026 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,585 Atlas Energy Solutions shares in Q2 2026, an estimated $73.3K.
Steward Partners Investment Advisory first reported a position in Atlas Energy Solutions in Q3 2023 and held it in 10 quarters.
Steward Partners Investment Advisory's Atlas Energy Solutions position peaked at $73.3K in Q1 2026.
285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.