Position in AESI
as of Dec 31, 2025
· filed Feb 17, 2026
Position Value
$24,413,549
-$5,951,831 QoQ
Shares Held
2,591,672
-3.0% QoQ
Ownership
2.07%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 98%
None 2%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Dec 31, 2025JANUS HENDERSON GROUP PLC holds $174,044,966 across 23 Oil & Gas Equipment & Services names. AESI ranks #3 (14.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BKR |
Baker Hughes Co
|
1,703,897 | $77,595,467 | |
| 2 | FTI |
TechnipFMC plc
|
719,201 | $32,047,596 | |
| 3 | AESI |
Atlas Energy Solutions Inc.
This page
|
2,591,672 | $24,413,549 | |
| 4 | WHD |
Cactus, Inc.
|
336,004 | $15,348,662 | |
| 5 | SLB |
Slb Limited/Nv
|
165,148 | $6,338,379 | |
| 6 | LBRT |
Liberty Energy Inc.
|
144,552 | $2,668,429 | |
| 7 | WFRD |
Weatherford International plc
|
33,375 | $2,611,927 | |
| 8 | NOV |
NOV Inc.
|
163,778 | $2,559,850 |
All Filings in AESI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $24,413,549 | 2,591,672 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,365,380 | 2,670,658 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $35,353,207 | 2,644,219 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $58,871,000 | 3,299,944 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $55,567,620 | 2,505,303 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $55,548,623 | 2,548,102 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $51,090,455 | 2,563,495 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $57,391,802 | 2,537,215 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $34,427,738 | 1,999,288 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||