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Root Financial Partners’s Atlas Energy Solutions AESI Stock Holding History

Root Financial Partners’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 		– Sell
-360
Closed -$4.72K – 467
2026
Q1 		$4.72K Hold
360
– – ﹤0.01% 1974
2025
Q4 		$3.39K Hold
360
– – ﹤0.01% 1876
2025
Q3 		$4.09K Buy
+360
New +$4.41K ﹤0.01% 1796

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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

Root Financial Partners's AESI Position: Q2 2026 in Review

Root Financial Partners sold out of Atlas Energy Solutions (AESI) in Q2 2026, closing a stake of 360 shares — an estimated $4.72K sold.

Root Financial Partners first reported a position in AESI in Q3 2025 and held it in 3 quarters. The position peaked at $4.72K in Q1 2026. 285 funds tracked by Wall St. Rank hold AESI as of Q2 2026.

  • Root Financial Partners reported no remaining Atlas Energy Solutions position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 360 Atlas Energy Solutions shares in Q2 2026, an estimated $4.72K.
  • Root Financial Partners first reported a position in Atlas Energy Solutions in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Atlas Energy Solutions position peaked at $4.72K in Q1 2026.
  • 285 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.