Envestnet Portfolio Solutions, Inc.
Position in AESI — Atlas Energy Solutions Inc.
CIK 1998033
BERWYN, PA
Position in AESI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$584,489
+$117,194 QoQ
Shares Held
35,189
-1.2% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#134
of 282 holders
Holding Since
Dec 2025
3 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, 2026Envestnet Portfolio Solutions, Inc. holds $5,279,137 across 8 Oil & Gas Equipment & Services names. AESI ranks #4 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AROC |
Archrock, Inc.
|
31,627 | $1,287,535 | |
| 2 | SLB |
Slb Limited/Nv
|
23,820 | $1,107,391 | |
| 3 | LBRT |
Liberty Energy Inc.
|
26,421 | $691,965 | |
| 4 | AESI |
Atlas Energy Solutions Inc.
This page
|
35,189 | $584,489 | |
| 5 | FTI |
TechnipFMC plc
|
7,772 | $515,283 | |
| 6 | VTOL |
Bristow Group Inc.
|
10,090 | $416,918 | |
| 7 | BKR |
Baker Hughes Co
|
6,490 | $360,195 | |
| 8 | HAL |
Halliburton Co
|
9,289 | $315,361 |
All Filings in AESI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,489 | 35,189 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $467,295 | 35,617 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $198,611 | 21,084 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||