Position in AESI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,460,323
+$469,298 QoQ
Shares Held
148,123
-2.4% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#85
of 282 holders
Holding Since
Dec 2023
11 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 Jun 30, 2026Americana Partners, LLC holds $11,591,026 across 6 Oil & Gas Equipment & Services names. AESI ranks #2 (21.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
122,189 | $5,680,566 | |
| 2 | AESI |
Atlas Energy Solutions Inc.
This page
|
148,123 | $2,460,323 | |
| 3 | WTTR |
Select Water Solutions, Inc.
|
110,069 | $2,199,178 | |
| 4 | FTI |
TechnipFMC plc
|
8,076 | $535,438 | |
| 5 | WBI |
WaterBridge Infrastructure LLC
|
10,861 | $372,206 | |
| 6 | EROK |
EagleRock Land, LLC
|
16,156 | $343,315 |
All Filings in AESI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,460,323 | 148,123 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,991,025 | 151,755 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,423,936 | 151,161 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,555,018 | 136,765 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,828,548 | 136,765 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,439,887 | 136,765 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $3,326,756 | 149,989 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $3,269,760 | 149,989 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $2,989,280 | 149,989 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,392,751 | 149,989 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,582,810 | 149,989 | Shares | Sole | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||