Larson Financial Group
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Larson Financial Group’s Atlas Energy Solutions AESI Stock Holding History

Larson Financial 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
2026
Q3 		$21.7K Sell
1,809
-166
-8% -$2.13K ﹤0.01% 2058
2026
Q2 		$32.8K Sell
1,975
-126
-6% -$2.06K ﹤0.01% 1734
2026
Q1 		$27.6K Buy
2,101
+1,382
+192% +$16.1K ﹤0.01% 1667
2025
Q4 		$6.77K Buy
719
+17
+2% +$172 ﹤0.01% 2332
2025
Q3 		$7.98K Sell
702
-7,417
-91% -$90.9K ﹤0.01% 2129
2025
Q2 		$109K Buy
8,119
+6,151
+313% +$84K ﹤0.01% 827
2025
Q1 		$35.1K Buy
1,968
+1,316
+202% +$27.4K ﹤0.01% 1155
2024
Q4 		$14.5K Buy
652
+7
+1% +$151 ﹤0.01% 1341
2024
Q3 		$14.1K Buy
645
+7
+1% +$145 ﹤0.01% 1347
2024
Q2 		$12.7K Buy
638
+32
+5% +$714 ﹤0.01% 1193
2024
Q1 		$13.7K Buy
606
+6
+1% +$112 ﹤0.01% 974
2023
Q4 		$10.3K Hold
600
– – ﹤0.01% 1007
2023
Q3 		$13.3K Hold
600
– – ﹤0.01% 921
2023
Q2 		$10.4K Buy
+600
New +$10.5K ﹤0.01% 918

Other funds holding AESI

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
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
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Larson Financial Group's AESI Position: Q3 2026 in Review

Larson Financial Group reduced its Atlas Energy Solutions (AESI) stake by 8.4% in Q3 2026, selling an estimated $2.13K and leaving 1,809 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2058.

Larson Financial Group first reported a position in AESI in Q2 2023 and has held it in 14 quarters since. The position peaked at $109K in Q2 2025. 106 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

  • Larson Financial Group held 1,809 shares of Atlas Energy Solutions worth $21.7K as of Q3 2026.
  • Larson Financial Group sold 166 Atlas Energy Solutions shares in Q3 2026, an estimated $2.13K.
  • Atlas Energy Solutions made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2058 holding.
  • Larson Financial Group first reported a position in Atlas Energy Solutions in Q2 2023 and has held it in 14 quarters since.
  • Larson Financial Group's Atlas Energy Solutions position peaked at $109K in Q2 2025.
  • 106 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.