EVERGREEN CAPITAL MANAGEMENT LLC
Position in AESI — Atlas Energy Solutions Inc.
CIK 1260824
Bellevue, WA
Position in AESI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$8,038,126
-$168,262 QoQ
Shares Held
483,933
-22.6% QoQ
Ownership
0.387%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#49
of 282 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026EVERGREEN CAPITAL MANAGEMENT LLC holds $50,826,947 across 14 Oil & Gas Equipment & Services names. AESI ranks #2 (15.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
616,925 | $28,680,842 | |
| 2 | AESI |
Atlas Energy Solutions Inc.
This page
|
483,933 | $8,038,126 | |
| 3 | CLB |
Core Laboratories Inc. /DE/
|
669,508 | $7,799,768 | |
| 4 | TS |
Tenaris SA
|
23,043 | $1,278,656 | |
| 5 | NOV |
NOV Inc.
|
64,409 | $1,194,786 | |
| 6 | FTI |
TechnipFMC plc
|
14,887 | $987,008 | |
| 7 | BKR |
Baker Hughes Co
|
10,741 | $596,125 | |
| 8 | AROC |
Archrock, Inc.
|
14,440 | $587,852 |
All Filings in AESI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,038,126 | 483,933 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $8,206,388 | 625,487 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,518,586 | 1,328,937 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $15,714,703 | 1,382,120 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $17,614,840 | 1,317,490 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $17,852,986 | 1,000,728 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,661,778 | 931,550 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $22,230,114 | 1,019,730 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $21,638,578 | 1,085,729 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,517,418 | 862,839 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $16,180,135 | 939,613 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||