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
Q2 		$719K Buy
43,265
+9,745
+29% +$159K ﹤0.01% 2904
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 $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $60.8B AUM 42.06% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Creative Planning's AESI Position: Q2 2026 in Review

Creative Planning increased its Atlas Energy Solutions (AESI) stake by 29% in Q2 2026, buying an estimated $159K and bringing the position to 43,265 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #2904.

Creative Planning first reported a position in AESI in Q1 2025 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Creative Planning held 43,265 shares of Atlas Energy Solutions worth $719K as of Q2 2026.
  • Creative Planning bought 9,745 Atlas Energy Solutions shares in Q2 2026, an estimated $159K.
  • Atlas Energy Solutions made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2904 holding.
  • Creative Planning first reported a position in Atlas Energy Solutions in Q1 2025 and has held it in 6 quarters since.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.