Counterpoint Mutual Funds
AESI icon

Counterpoint Mutual Funds’s Atlas Energy Solutions AESI Stock Holding History

Counterpoint Mutual Funds’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
2026
Q3 		– Sell
-16,588
Closed -$276K – 329
2026
Q2 		$276K Buy
+16,588
New +$271K 0.03% 270
2023
Q3 		– Sell
-13,176
Closed -$229K – 284
2023
Q2 		$229K Buy
+13,176
New +$230K 0.21% 33

Other funds holding AESI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
St. Denis J. Villere & Co
St. Denis J. Villere & Co New Orleans, Louisiana $775M AUM 13.27% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Tejara Capital
Tejara Capital London, United Kingdom $205M AUM 0.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Counterpoint Mutual Funds's AESI Position: Q3 2026 in Review

Counterpoint Mutual Funds sold out of Atlas Energy Solutions (AESI) in Q3 2026, closing a stake of 16,588 shares — an estimated $276K sold.

Counterpoint Mutual Funds first reported a position in AESI in Q2 2023 and held it in 2 quarters. The position peaked at $276K in Q2 2026. 136 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

  • Counterpoint Mutual Funds reported no remaining Atlas Energy Solutions position as of Q3 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 16,588 Atlas Energy Solutions shares in Q3 2026, an estimated $276K.
  • Counterpoint Mutual Funds first reported a position in Atlas Energy Solutions in Q2 2023 and held it in 2 quarters.
  • Counterpoint Mutual Funds's Atlas Energy Solutions position peaked at $276K in Q2 2026.
  • 136 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.