RFP
AESI icon

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
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

Other funds holding AESI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Root Financial Partners's AESI Position: Q1 2026 in Review

Root Financial Partners held its Atlas Energy Solutions (AESI) position steady in Q1 2026 at 360 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1974.

Root Financial Partners first reported a position in AESI in Q3 2025 and has held it in 3 quarters since. 241 funds tracked by Wall St. Rank hold AESI as of Q1 2026.

  • Root Financial Partners held 360 shares of Atlas Energy Solutions worth $4.72K as of Q1 2026.
  • Root Financial Partners left its Atlas Energy Solutions share count unchanged in Q1 2026.
  • Atlas Energy Solutions made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1974 holding.
  • Root Financial Partners first reported a position in Atlas Energy Solutions in Q3 2025 and has held it in 3 quarters since.
  • 241 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.