Atlas Energy Stock Jumps 39% YTD, but One Fund Cut Exposure by $15 Million Last Quarter

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Jonathan Ponciano, The Motley Fool

Sun, March 22, 2026 astatine 1:09 PM CDT 4 min read

On February 17, 2026, Meridian Wealth Advisors disclosed a simplification successful its Atlas Energy Solutions (NYSE:AESI) position, selling 1,458,193 shares for an estimated $14.74 cardinal based connected mean quarterly pricing.

According to a Securities and Exchange Commission (SEC) filing dated February 17, 2026, Meridian Wealth Advisors reduced its presumption successful Atlas Energy Solutions by 1,458,193 shares. The estimated transaction worth was $14.74 million, calculated utilizing the mean unadjusted closing terms implicit the 4th fourth of 2025. The worth of the AESI involvement declined by $18.51 cardinal betwixt filings, reflecting some the stock merchantability and banal terms movement.

After the sale, AESI represents 1.29% of Meridian Wealth Advisors’ 13F assets nether management.
Top holdings aft the filing:
- NYSEMKT: IVV: $80.73 cardinal (11.2% of AUM)
- NYSEMKT: IAU: $46.33 cardinal (6.4% of AUM)
- NYSE: XOM: $37.77 cardinal (5.2% of AUM)
- NASDAQ: MSFT: $26.62 cardinal (3.7% of AUM)
- NASDAQ: AAPL: $25.84 cardinal (3.6% of AUM)
As of Friday, AESI shares were priced astatine $13.48, down 26% implicit the past twelvemonth and good underperforming the S&P 500, which is alternatively up astir 15% successful the aforesaid period.

Metric

Value

Market Capitalization	$1.7 billion
Revenue (TTM)	$1.1 billion
Net Income (TTM)	($50.3 million)

Atlas Energy Solutions provides proppant and logistics services for lipid and earthy state extraction, with operations focused successful the Permian Basin of West Texas and New Mexico.
The steadfast generates gross by providing proppant and logistics services to the lipid and earthy state manufacture wrong the Permian Basin of West Texas and New Mexico.
It serves lipid and earthy state producers operating successful the Permian Basin region.

Atlas Energy Solutions is simply a starring supplier of proppant and logistics services to the lipid and state sector, with a peculiar absorption connected the Permian Basin. The institution leverages integrated logistics and proviso concatenation solutions to enactment businesslike hydrocarbon extraction for large vigor producers.

This is simply a cleanable illustration of however rapidly the communicative tin flip successful cyclical vigor names. At year-end, Atlas looked similar a laggard. This institution past posted $1.1 cardinal successful yearly gross portion swinging to a nett loss, with fourth-quarter EBITDA of conscionable $36.7 cardinal arsenic pricing unit and outgo ostentation weighed connected margins. Against that backdrop, trimming vulnerability made sense, particularly successful a portfolio anchored by broad-market ETFs, gold, and mega-cap names similar Exxon, Apple, and Microsoft.

But the communicative didn’t halt there. After the 4th closed, shares surged 39% twelvemonth to date, helped by improving sentiment astir Permian enactment and a much compelling semipermanent angle. The institution is present leaning into powerfulness infrastructure, locking successful an statement with Caterpillar tied to astir 1.4 gigawatts of aboriginal capableness and positioning itself for a multi-year request rhythm tied to AI and concern electrification.

Ultimately, for semipermanent investors, it’s important to retrieve that selling into weakness tin support capital, but it besides reduces vulnerability to inflection points.

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