CPG
AESI icon

Cornerstone Planning Group’s Atlas Energy Solutions AESI Stock Holding History

Cornerstone Planning Group’s Portfolio AESI Stock Details AESI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-302
Closed -$3.8K – 1696
2025
Q2 		$3.8K Buy
302
+58
+24% +$792 ﹤0.01% 788
2025
Q1 		$3.36K Buy
+244
New +$5.07K ﹤0.01% 841

Other funds holding AESI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
MWA
Meridian Wealth Advisors Austin, Texas $880M AUM 30.15% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $838M AUM 14.24% 1-Year Est. Return

Cornerstone Planning Group's AESI Position: Q3 2025 in Review

Cornerstone Planning Group sold out of Atlas Energy Solutions (AESI) in Q3 2025, closing a stake of 302 shares — an estimated $3.8K sold.

Cornerstone Planning Group first reported a position in AESI in Q1 2025 and held it in 2 quarters. The position peaked at $3.8K in Q2 2025. 244 funds tracked by Wall St. Rank hold AESI as of Q3 2025.

  • Cornerstone Planning Group reported no remaining Atlas Energy Solutions position as of Q3 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 302 Atlas Energy Solutions shares in Q3 2025, an estimated $3.8K.
  • Cornerstone Planning Group first reported a position in Atlas Energy Solutions in Q1 2025 and held it in 2 quarters.
  • Cornerstone Planning Group's Atlas Energy Solutions position peaked at $3.8K in Q2 2025.
  • 244 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2025.

Based on Cornerstone Planning Group's 13F filing for Q3 2025, filed 4 Nov 2025.