Pinnacle Wealth Planning Services
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Pinnacle Wealth Planning Services’s Atlas Energy Solutions AESI Stock Holding History

Pinnacle Wealth Planning Services’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 		$16.1K Buy
1,344
+1,099
+449% +$14.1K ﹤0.01% 1873
2026
Q2 		$4.07K Buy
245
+88
+56% +$1.44K ﹤0.01% 2343
2026
Q1 		$2.06K Buy
+157
New +$1.83K ﹤0.01% 2440

Other funds holding AESI

Wasatch Advisors
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
Argentarii
Argentarii Cincinnati, Ohio $328M AUM 24% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Austin Asset Management
Austin Asset Management Austin, Texas $747M AUM 16.97% 1-Year Est. Return

Pinnacle Wealth Planning Services's AESI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its Atlas Energy Solutions (AESI) stake by 449% in Q3 2026, buying an estimated $14.1K and bringing the position to 1,344 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1873.

Pinnacle Wealth Planning Services first reported a position in AESI in Q1 2026 and has held it in 3 quarters since. 65 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 1,344 shares of Atlas Energy Solutions worth $16.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services bought 1,099 Atlas Energy Solutions shares in Q3 2026, an estimated $14.1K.
  • Atlas Energy Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1873 holding.
  • Pinnacle Wealth Planning Services first reported a position in Atlas Energy Solutions in Q1 2026 and has held it in 3 quarters since.
  • 65 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.