Creative Planning
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Creative Planning’s Atlas Energy Solutions AESI Stock Holding History

Creative Planning’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
Q1 		$440K Sell
33,520
-1,266
-4% -$14.8K ﹤0.01% 3124
2025
Q4 		$328K Buy
34,786
+20,903
+151% +$211K ﹤0.01% 3181
2025
Q3 		$158K Buy
13,883
+1,891
+16% +$23.2K ﹤0.01% 3566
2025
Q2 		$160K Sell
11,992
-4,842
-29% -$66.1K ﹤0.01% 3307
2025
Q1 		$300K Buy
+16,834
New +$350K ﹤0.01% 2748

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Creative Planning's AESI Position: Q1 2026 in Review

Creative Planning reduced its Atlas Energy Solutions (AESI) stake by 3.6% in Q1 2026, selling an estimated $14.8K and leaving 33,520 shares worth $440K. The position accounts for ﹤0.01% of the portfolio, ranked #3124.

Creative Planning first reported a position in AESI in Q1 2025 and has held it in 5 quarters since. 241 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • Creative Planning held 33,520 shares of Atlas Energy Solutions worth $440K as of Q1 2026.
  • Creative Planning sold 1,266 Atlas Energy Solutions shares in Q1 2026, an estimated $14.8K.
  • Atlas Energy Solutions made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3124 holding.
  • Creative Planning first reported a position in Atlas Energy Solutions in Q1 2025 and has held it in 5 quarters since.
  • 241 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.