Stifel Financial
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Stifel Financial’s Atlas Energy Solutions AESI Stock Holding History

Stifel 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 		$2.28M Sell
137,201
-1,355
-1% -$22.2K ﹤0.01% 1980
2026
Q1 		$1.82M Sell
138,556
-129,730
-48% -$1.52M ﹤0.01% 2037
2025
Q4 		$2.53M Buy
268,286
+37,614
+16% +$380K ﹤0.01% 1769
2025
Q3 		$2.62M Sell
230,672
-11,707
-5% -$143K ﹤0.01% 1712
2025
Q2 		$3.24M Buy
242,379
+102,683
+74% +$1.4M ﹤0.01% 1507
2025
Q1 		$2.49M Sell
139,696
-7,110
-5% -$148K ﹤0.01% 1609
2024
Q4 		$3.26M Buy
146,806
+20,139
+16% +$434K ﹤0.01% 1450
2024
Q3 		$2.76M Buy
126,667
+28,158
+29% +$582K ﹤0.01% 1573
2024
Q2 		$1.96M Buy
98,509
+53,172
+117% +$1.19M ﹤0.01% 1734
2024
Q1 		$1.03M Buy
+45,337
New +$846K ﹤0.01% 2171
2023
Q4 		– Sell
-34,902
Closed -$776K – 3312
2023
Q3 		$776K Buy
+34,902
New +$730K ﹤0.01% 2218

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

Stifel Financial's AESI Position: Q2 2026 in Review

Stifel Financial reduced its Atlas Energy Solutions (AESI) stake by 0.98% in Q2 2026, selling an estimated $22.2K and leaving 137,201 shares worth $2.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Stifel Financial first reported a position in AESI in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.26M in Q4 2024. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Stifel Financial held 137,201 shares of Atlas Energy Solutions worth $2.28M as of Q2 2026.
  • Stifel Financial sold 1,355 Atlas Energy Solutions shares in Q2 2026, an estimated $22.2K.
  • Atlas Energy Solutions made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #1980 holding.
  • Stifel Financial first reported a position in Atlas Energy Solutions in Q3 2023 and has held it in 11 quarters since.
  • Stifel Financial's Atlas Energy Solutions position peaked at $3.26M in Q4 2024.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.