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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
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

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

Pinnacle Wealth Planning Services's AESI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Atlas Energy Solutions (AESI) stake by 56% in Q2 2026, buying an estimated $1.44K and bringing the position to 245 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Pinnacle Wealth Planning Services first reported a position in AESI in Q1 2026 and has held it in 2 quarters since. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 245 shares of Atlas Energy Solutions worth $4.07K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 88 Atlas Energy Solutions shares in Q2 2026, an estimated $1.44K.
  • Atlas Energy Solutions made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2343 holding.
  • Pinnacle Wealth Planning Services first reported a position in Atlas Energy Solutions in Q1 2026 and has held it in 2 quarters since.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.