MORGAN STANLEY

Position in AESI — Atlas Energy Solutions Inc.

CIK 895421 NEW YORK, NY

Position in AESI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$21,154,027

+$9,297,985 QoQ

Shares Held

1,273,572

+40.9% QoQ

Ownership

1.02%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#25

of 282 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Energy · as of Jun 30, 2026

MORGAN STANLEY holds $4,423,553,928 across 46 Oil & Gas Equipment & Services names. AESI ranks #20 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SLB	Slb Limited/Nv	37,748,422	$1,754,924,130
2	BKR	Baker Hughes Co	12,761,572	$708,267,243
3	HAL	Halliburton Co	16,656,929	$565,502,735
4	FTI	TechnipFMC plc	3,007,839	$199,419,718
5	SEI	Solaris Energy Infrastructure, Inc.	2,024,283	$162,873,807
6	KGS	Kodiak Gas Services, Inc.	1,261,964	$94,811,352
7	AROC	Archrock, Inc.	2,152,724	$87,637,389
8	USAC	USA Compression Partners, LP	2,835,850	$74,838,080

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,154,027	1,273,572	+40.9%	Shares	Defined	2026-08-13
2026-03-31	$11,856,042	903,662	+12.5%	Shares	Defined	2026-05-15
2025-12-31	$7,564,765	803,054	-27.3%	Shares	Defined	2026-05-27
2025-09-30	$12,556,422	1,104,347	+13.8%	Shares	Defined	2026-05-27
2025-06-30	$12,972,385	970,261	+33.0%	Shares	Defined	2025-08-15
2025-03-31	$13,018,005	729,709	-18.8%	Shares	Defined	2025-05-15
2024-12-31	$19,927,197	898,431	+31.2%	Shares	Defined	2025-05-15
2024-09-30	$14,931,144	684,915	+215.9%	Shares	Defined	2025-05-14
2024-06-30	$4,321,198	216,819	+71.2%	Shares	Defined	2025-05-14
2024-03-31	$2,865,113	126,663	+10.5%	Shares	Defined	2024-10-17
2023-12-31	$1,973,323	114,595	—	Shares	Defined	2024-08-16
No filing history on record for this holder in this stock.