AESI β€” ATLAS ENERGY SOLUTIONS INC

Ownership history in B & T Capital Management DBA Alpha Capital Management  Β·  9 quarters on record

AI Ownership Summary

B & T Capital Management DBA Alpha Capital Management reported ATLAS ENERGY SOLUTIONS INC (AESI) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.5% in 2024 Q1. The latest visible filing shows AESI at 1.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AESI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was B & T Capital Management DBA Alpha Capital Management's position in ATLAS ENERGY SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AESI was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.5% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How B & T Capital Management DBA Alpha Capital Management held AESI β€” position size vs. price
% of Fund (quarterly)    AESI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 758,387 +32,474 +4.5% 1.01% $7.1M 2026-02-14 (Est.) $11.77
2025 Q3 ADDED 725,913 +306,363 +73.0% 1.31% $8.3M 2025-11-12 $8.53
2025 Q2 ADDED 419,550 +32,016 +8.3% 0.97% $5.6M 2025-07-31 $12.73
2025 Q1 ADDED 387,534 +35,969 +10.2% 1.31% $6.9M 2025-05-01 $13.50
2024 Q4 ADDED 351,565 +2,834 +0.8% 1.43% $7.8M 2025-01-15 $22.73
2024 Q3 ADDED 348,731 +9,380 +2.8% 1.43% $7.6M 2024-10-09 $20.33
2024 Q2 ADDED 339,351 +416 +0.1% 1.32% $6.8M 2024-07-18 $19.83
2024 Q1 ADDED 338,935 +6,761 +2.0% 1.50% $7.7M 2024-04-12 $21.55
2023 Q4 INITIATED 332,174 β€” β€” 1.18% $5.7M 2024-01-17 $15.07

FAQ About B & T Capital Management DBA Alpha Capital Management and AESI

These are the practical questions this page is built to answer before you even open the full history table.

How long has B & T Capital Management DBA Alpha Capital Management reported owning AESI?

B & T Capital Management DBA Alpha Capital Management reported AESI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AESI position in B & T Capital Management DBA Alpha Capital Management's portfolio?

The largest reported portfolio weight for AESI was 1.50% in 2024 Q1.

What is the latest reported AESI position on this page?

The most recent filing on this page is 2025 Q4, when B & T Capital Management DBA Alpha Capital Management reported 758,387 shares, equal to 1.01% of portfolio, with an estimated market value of $7.1M.

What does the chart on this AESI ownership page compare?

The chart compares B & T Capital Management DBA Alpha Capital Management's quarterly AESI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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