OneDigital Investment Advisors LLC
Position in AESI — Atlas Energy Solutions Inc.
CIK 1690370
OVERLAND PARK, KS
Position in AESI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$260,668
+$80,087 QoQ
Shares Held
19,868
+3.6% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Mar 31, 2026OneDigital Investment Advisors LLC holds $5,871,732 across 7 Oil & Gas Equipment & Services names. AESI ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LB |
LandBridge Co LLC
|
35,439 | $2,447,062 | |
| 2 | HAL |
Halliburton Co
|
37,508 | $1,462,436 | |
| 3 | NOA |
North American Construction Group Ltd.
|
40,648 | $547,935 | |
| 4 | SLB |
Slb Limited/Nv
|
9,714 | $499,202 | |
| 5 | BKR |
Baker Hughes Co
|
6,147 | $375,274 | |
| 6 | HLX |
Helix Energy Solutions Group Inc
|
28,226 | $279,155 | |
| 7 | AESI |
Atlas Energy Solutions Inc.
This page
|
19,868 | $260,668 |
All Filings in AESI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $260,668 | 19,868 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $180,581 | 19,170 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $218,929 | 19,255 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $257,278 | 19,243 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $346,595 | 19,428 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $427,940 | 19,294 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $640,004 | 29,358 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $584,766 | 29,341 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $436,226 | 19,285 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $442,812 | 25,715 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||