EverSource Wealth Advisors, LLC
Position in AESI — Atlas Energy Solutions Inc.
CIK 1710537
BIRMINGHAM, AL
Position in AESI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$7,206
-$10,702 QoQ
Shares Held
434
-68.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 283 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $4,966,008 across 33 Oil & Gas Equipment & Services names. AESI ranks #25 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAL |
Halliburton Co
|
51,400 | $1,745,023 | |
| 2 | FTI |
TechnipFMC plc
|
18,868 | $1,250,946 | |
| 3 | BKR |
Baker Hughes Co
|
8,751 | $485,679 | |
| 4 | SLB |
Slb Limited/Nv
|
7,566 | $351,738 | |
| 5 | LBRT |
Liberty Energy Inc.
|
8,871 | $232,329 | |
| 6 | TS |
Tenaris SA
|
3,043 | $168,852 | |
| 7 | NOV |
NOV Inc.
|
7,426 | $137,750 | |
| 8 | WFRD |
Weatherford International plc
|
790 | $64,383 |
All Filings in AESI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,206 | 434 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $17,908 | 1,365 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $12,536 | 1,331 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,644 | 1,288 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $24,653 | 1,844 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $532 | 24 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||