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Creative Planning AESI Position History
Atlas Energy Solutions Inc. • Energy
Quarters held
7
Latest value
$564K
Q3 2026
Peak value
$703K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $158K |
| Q4 2025 | $328K |
| Q1 2026 | $440K |
| Q2 2026 | $16K |
| Q2 2026 | $703K |
| Q3 2026 | $12K |
| Q3 2026 | $564K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $564K | 46.9K | — | — |
| Q3 2026 | $12K | 968 | — | — |
| Q2 2026 | $703K | 42.3K | — | — |
| Q2 2026 | $16K | 968 | — | — |
| Q1 2026 | $440K | 33.5K | — | — |
| Q4 2025 | $328K | 34.8K | — | — |
| Q3 2025 | $158K | 13.9K | — | — |
Other funds holding AESI
$141.2M
$99.3M
$82.4M
$69M
$63.4M
$63.4M