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Atlas Energy Solutions Inc.

AESI
Exchange
NYSE
Industry
Crude Petroleum & Natural Gas
SEC CIK
0001984060

No open-market purchases or sales by Atlas Energy Solutions Inc. insiders were filed in the last 90 days; 285 institutions reported holding it in 13F filings for Q2 2026, worth $1.75B in total; no superinvestor holds it.

13F holders, Q1 2023

Institutional positions in Atlas Energy Solutions Inc. as of Mar 31, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
66
+66 vs. Q4 2022
Shares held
18.9M
+18.9M vs. Q4 2022
Total value
$321.3M
+$321.3M vs. Q4 2022
New holders
66
0 more added
Sold out
0
0 more reduced

Compare with Q4 2022: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AESI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2023: 66 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 66 institutionsQ2 2023: 89 institutionsQ3 2023: 123 institutionsQ4 2023: 120 institutionsQ1 2024: 159 institutionsQ2 2024: 174 institutionsQ3 2024: 185 institutionsQ4 2024: 210 institutionsQ1 2025: 257 institutionsQ2 2025: 258 institutionsQ3 2025: 244 institutionsQ4 2025: 233 institutionsQ1 2026: 242 institutionsQ2 2026: 285 institutions
Value heldQ1 2023: $321.3M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $321.3MQ2 2023: $310.0MQ3 2023: $452.8MQ4 2023: $595.5MQ1 2024: $1.16BQ2 2024: $1.16BQ3 2024: $1.39BQ4 2024: $1.66BQ1 2025: $1.56BQ2 2025: $1.22BQ3 2025: $1.00BQ4 2025: $826.3MQ1 2026: $1.16BQ2 2026: $1.75B
Institutions holding AESI and their total value by quarter
QuarterHoldersValue
Q2 2026285$1.75B
Q1 2026242$1.16B
Q4 2025233$826.3M
Q3 2025244$1.00B
Q2 2025258$1.22B
Q1 2025257$1.56B
Q4 2024210$1.66B
Q3 2024185$1.39B
Q2 2024174$1.16B
Q1 2024159$1.16B
Q4 2023120$595.5M
Q3 2023123$452.8M
Q2 202389$310.0M
Q1 202366$321.3M
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q4 2022.

Institutions holding AESI in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC1,996,776$34.0M0.02%+1,996,776New
Adage Capital Partners GP, L.L.C.1,800,000$30.7M0.07%+1,800,000New
Clearbridge Investments, LLC1,719,850$29.3M0.03%+1,719,850New
Vanguard Group Inc1,374,270$23.4M0.00%+1,374,270New
Encompass Capital Advisors LLC1,300,000$22.1M1.34%+1,300,000New
Victory Capital Management Inc1,290,678$22.0M0.02%+1,290,678New
HITE Hedge Asset Management LLC1,200,000$20.4M1.53%+1,200,000New
Goldman Sachs Group Inc889,939$15.2M0.00%+889,939New
Teacher Retirement System of Texas850,000$14.5M0.10%+850,000New
Zimmer Partners, LP777,300$13.2M0.27%+777,300New
Citadel Advisors LLC536,779$9.14M0.01%+536,779New
Alyeska Investment Group, L.P.525,000$8.94M0.08%+525,000New
Luminus Management LLC473,203$8.06M1.98%+473,203New
LMR Partners LLP407,982$6.95M0.15%+407,982New
Millennium Management LLC380,990$6.49M0.01%+380,990New
Capstone Investment Advisors, LLC364,049$6.20M0.19%+364,049New
Point72 Asset Management, L.P.315,000$5.36M0.02%+315,000New
Rokos Capital Management LLP200,000$3.43M0.30%+200,000New
Monashee Investment Management LLC200,000$3.41M0.94%+200,000New
BlackRock Inc.199,881$3.40M0.00%+199,881New
Ghisallo Capital Management LLC190,000$3.24M0.78%+190,000New
HBK Investments L P180,000$3.07M0.11%+180,000New
Brookfield Asset Management Inc.175,000$2.98M0.01%+175,000New
Evergreen Capital Management LLC151,060$2.57M0.12%+151,060New
Walleye Capital LLC100,000$1.70M0.03%+100,000New
Woodline Partners LP98,595$1.68M0.02%+98,595New
CastleKnight Management LP97,000$1.65M0.42%+97,000New
Putnam Investments LLC93,927$1.60M0.00%+93,927New
Squarepoint Ops LLC83,303$1.42M0.01%+83,303New
Roubaix Capital, LLC83,164$1.42M1.08%+83,164New
Federated Hermes, Inc.75,000$1.28M0.00%+75,000New
Ergoteles LLC64,421$1.10M0.04%+64,421New
Greenland Capital Management LP57,102$972.4K0.12%+57,102New
HRT Financial LP55,044$937.0K0.01%+55,044New
Sourcerock Group LLC46,683$795.0K0.15%+46,683New
Yaupon Capital Management LP44,904$764.7K0.12%+44,904New
Caas Capital Management LP40,000$681.2K0.22%+40,000New
SEI Investments Co39,603$674.4K0.00%+39,603New
Bank of America Corp39,014$664.4K0.00%+39,014New
Jane Street Group, LLC36,862$627.8K0.00%+36,862New
Pentwater Capital Management LP30,000$510.9K0.01%+30,000New
LPL Financial LLC29,390$500.5K0.00%+29,390New
Two Sigma Investments, LP29,000$493.9K0.00%+29,000New
Jump Financial, LLC26,050$443.6K0.02%+26,050New
Laurion Capital Management LP25,000$425.8K0.02%+25,000New
Sandia Investment Management LP25,000$425.8K0.08%+25,000New
Legal & General Group Plc25,000$425.6K0.00%+25,000New
Beck Capital Management, LLC24,975$425.3K0.18%+24,975New
Raymond James & Associates22,663$386.0K0.00%+22,663New
Qube Research & Technologies Ltd18,966$323.0K0.00%+18,966New
Stephens Inc15,125$257.6K0.00%+15,125New
Barclays PLC12,193$207.6K0.00%+12,193New
Highland Capital Management Fund Advisors, L.P.10,000$170.3K0.02%+10,000New
Citigroup Inc7,251$123.5K0.00%+7,251New
Tower Research Capital LLC (TRC)4,001$68.0K0.00%+4,001New
Morgan Stanley1,598$27.2K0.00%+1,598New
Wells Fargo & Company1,165$19.8K0.00%+1,165New
Advisor Group Holdings, Inc.941$16.0K0.00%+941New
Washington Trust Advisors, Inc.440$7.49K0.00%+440New
Global Retirement Partners, LLC397$6.73K0.00%+397New
Whittier Trust Co of Nevada Inc373$6.35K0.00%+373New
Royal Bank of Canada352$6.00K0.00%+352New
Institutional & Family Asset Management, LLC274$4.67K0.00%+274New
Bell Investment Advisors, Inc120$2.04K0.00%+120New
Salem Investment Counselors Inc100$1.70K0.00%+100New
Northwestern Mutual Wealth Management Co59$1.00K0.00%+59New