Toth Financial Advisory
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Toth Financial Advisory’s Atlas Energy Solutions AESI Stock Holding History

Toth Financial Advisory’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 		– Sell
-75
Closed -$1.25K – 1028
2026
Q2 		$1.25K Buy
+75
New +$1.23K ﹤0.01% 803

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

Toth Financial Advisory's AESI Position: Q3 2026 in Review

Toth Financial Advisory sold out of Atlas Energy Solutions (AESI) in Q3 2026, closing a stake of 75 shares — an estimated $1.25K sold.

Toth Financial Advisory first reported a position in AESI in Q2 2026 and held it in 1 quarter. The position peaked at $1.25K in Q2 2026. 65 funds tracked by Wall St. Rank hold AESI as of Q3 2026.

  • Toth Financial Advisory reported no remaining Atlas Energy Solutions position as of Q3 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 75 Atlas Energy Solutions shares in Q3 2026, an estimated $1.25K.
  • Toth Financial Advisory first reported a position in Atlas Energy Solutions in Q2 2026 and held it in 1 quarter.
  • Toth Financial Advisory's Atlas Energy Solutions position peaked at $1.25K in Q2 2026.
  • 65 funds tracked by Wall St. Rank held Atlas Energy Solutions as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.