Atlas Energy Solutions Inc.
AESI- Exchange
- NYSE
- Industry
- Crude Petroleum & Natural Gas
- SEC CIK
- 0001984060
In the last 90 days, Atlas Energy Solutions Inc. insiders filed 0 open-market purchases and 1 sale; 287 institutions reported holding it in 13F filings for Q2 2026, worth $1.75B in total; no superinvestor holds it.
Key figures
- Market capClose on Nov 11, 2026
- $698.9M
- Insider buysOpen market, last 90 days
- 0
- Insider sellsLast 90 days, $4.75M in total
- 1
- 13F holdersQ2 2026, +47 vs. previous quarter
- 287
- 13F valueReported value at the end of Q2 2026
- $1.75B
- Superinvestors holdingAt the end of Q2 2026
- 0
Price chart
Financials
See financial statementsFrom SEC filings, in USD.
- Revenue, FY2025
- $1.10B
- +3.7% year over year
- Net income, FY2025
- -$50.3M
- −183.9% year over year
- Free cash flow, FY2025
- -$30.9M
- No comparable prior period
- Revenue, Q3 FY2026
- $267.8M
- +3.1% year over year
Revenue flow, FY2025
Green is profit; orange is costs, expenses and taxes. Percentages are shares of revenue.
Net loss for FY2025: $50.3M (4.6% of revenue).
Short interest
See short dataFrom FINRA, settlement date Oct 30, 2026.
- Short interest
- 23.1M
- Shares sold short
- Change
- +359.6K
- +1.6% vs. previous
- Days to cover
- 5.58
- At average daily volume
Superinvestors holding AESI, Q2 2026
Go to the superinvestors tabNo superinvestor reported holding AESI at the end of Q2 2026.
Latest insider trades
See all insider tradesOpen-market purchases and sales by Atlas Energy Solutions Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Nov 10, 2026 (view filing)7:18 PM ET | Nov 6-10 | 4 days | Shepard Gregory MOther: See Remarks | SSale | −890.5K | $5.34 | −$4.75M | −12.0%6.53M after | 3 lots |
| Mar 6, 2026 (view filing) | May 14, 2025 | 296 days | Rogers Douglas GDirector | PPurchase | +7.00K | $13.27 | +$92.9K | +233.3%10.0K after | Amended |
| Mar 6, 2026 (view filing) | Mar 6 | Same day | Scholla Chris10% Owner, Other: Member of 10% Owner Group | SSale | −8.91K | $11.79 | −$105.1K | −1.5%568.0K after | |
| Feb 19, 2026 (view filing) | Feb 17-18 | 2 days | Shepard Gregory MOther: See Remarks | SSale | −230.0K | $11.88 | −$2.73M | −3.0%7.42M after | 2 lots |
| Dec 29, 2025 (view filing) | Nov 18 | 41 daysLate | Scholla Chris10% Owner, Other: Member of 10% Owner Group | SSale | −52.1K | $8.82 | −$460.0K | −8.6%550.9K after | |
| May 16, 2025 (view filing) | May 9 | 7 days | Turner John GregoryCEO and President | PPurchase | +7.98K | $12.52 | +$99.9K | +0.6%1.33M after | Amended |
| May 15, 2025 (view filing) | May 14 | 1 day | Brigham Ben MExecutive Chairman | PPurchase | +9.63K | $13.38 | +$128.9K | +1.7%572.4K after | |
| May 13, 2025 (view filing) | May 12-13 | 1 day | Brigham Ben MExecutive Chairman | PPurchase | +29.5K | $13.33 | +$393.6K | +5.5%562.8K after | 2 lots |
| Feb 28, 2025 (view filing) | Feb 27 | 1 day | Shepard Gregory MOther: Member of 10% Owner Group | PPurchase | +32.2K | $19.04 | +$612.2K | +0.4%7.65M after | |
| Feb 5, 2025 (view filing)5:33 PM ET | Feb 3 | 2 days | Hock Stacy and 1 otherDirector, 10% Owner, Other: Member of 10% Owner Group | SSale | −10.0K | $22.50 | −$225.0K | −1.1%897.6K after | 10b5-1 |
Top 10 13F holders, Q2 2026
See all 287 holdersThe largest institutional positions in Atlas Energy Solutions Inc. at the end of Q2 2026; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,173,130 | $218.8M | 0.00% | +1,682,276+14.6% | Added |
| Encompass Capital Advisors LLC | 6,540,322 | $108.6M | 4.69% | −2,594,860−28.4% | Reduced |
| Vanguard Portfolio Management LLC | 5,030,795 | $83.6M | 0.00% | +184,364+3.8% | Added |
| UBS Group AG | 3,842,286 | $63.8M | 0.01% | +1,482,314+62.8% | Added |
| State Street Corp | 3,817,473 | $63.4M | 0.00% | +459,446+13.7% | Added |
| Vanguard Capital Management LLC | 3,556,075 | $59.1M | 0.00% | +25,539+0.7% | Added |
| Two Sigma Investments, LP | 3,209,946 | $53.3M | 0.04% | +3,209,946 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 2,651,438 | $44.0M | 0.13% | −498,453−15.8% | Reduced |
| Ensign Peak Advisors, Inc | 2,508,739 | $41.7M | 0.07% | +2,508,739 | New |
| Voya Investment Management LLC | 2,173,520 | $36.1M | 0.03% | +2,160,030+16,012.1% | Added |
Holders of 5% or more of AESI
See all 4 holders and filingsHolders whose latest Schedule 13D or 13G filing reports 5% or more of Atlas Energy Solutions Inc..
| Holder | Latest form | Stake | Change | First filed | Latest filing | Filing |
|---|---|---|---|---|---|---|
| Brigham Ben M | 13D/A | 35.80%44.3M shares | 0.00 ppfrom 35.80% | Oct 12, 20236 filings | Jan 6, 2026 | SEC |
| BlackRock, Inc. | 13G/A | 10.00%12.4M shares | +0.10 ppfrom 9.90% | Oct 18, 20244 filings | Oct 2, 2025 | SEC |
| Shepard Gregory M | 13D/A | 6.19%7.65M shares | 0.00 ppfrom 6.19% | Dec 17, 20254 filings | Jan 2, 2026 | SEC |
| Encompass Capital Advisors LLC | 13G/A | 5.24%6.54M shares | −2.12 ppfrom 7.36% | Mar 18, 20263 filings | Aug 14, 2026 | SEC |
Politician trades
All politician trades in AESI1 member of Congress reported 5 trades in Atlas Energy Solutions Inc. since 2020. Newest filings:
| Filed | Politician | Type | Amount |
|---|---|---|---|
| Jun 10, 2026 |  Chip Roy House · TX | Sell (partial) | $100K-$250K |
| May 11, 2026 | Chip Roy House · TX | Buy | $100K-$250K |
| May 9, 2026 | Chip Roy House · TX | Buy | $5M-$25M |
| Jun 10, 2024 | Chip Roy House · TX | Sell (partial) | $100K-$250K |
| Apr 11, 2024 | Chip Roy House · TX | Sell (partial) | $250K-$500K |