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TwinBeech Capital’s Atlas Energy Solutions AESI Stock Holding History

TwinBeech 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
Q1 		– Sell
-101,500
Closed -$956K – 549
2025
Q4 		$956K Buy
+101,500
New +$1.03M 0.07% 311
2025
Q3 		– Sell
-252,236
Closed -$3.37M – 547
2025
Q2 		$3.37M Buy
+252,236
New +$3.45M 0.08% 254
2024
Q3 		– Sell
-100,425
Closed -$2M – 656
2024
Q2 		$2M Buy
+100,425
New +$2.24M 0.04% 331

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
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TwinBeech Capital's AESI Position: Q1 2026 in Review

TwinBeech Capital sold out of Atlas Energy Solutions (AESI) in Q1 2026, closing a stake of 101,500 shares — an estimated $956K sold.

TwinBeech Capital first reported a position in AESI in Q2 2024 and held it in 3 quarters. The position peaked at $3.37M in Q2 2025. 242 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • TwinBeech Capital reported no remaining Atlas Energy Solutions position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 101,500 Atlas Energy Solutions shares in Q1 2026, an estimated $956K.
  • TwinBeech Capital first reported a position in Atlas Energy Solutions in Q2 2024 and held it in 3 quarters.
  • TwinBeech Capital's Atlas Energy Solutions position peaked at $3.37M in Q2 2025.
  • 242 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.