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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, Q2 2023

Institutional positions in Atlas Energy Solutions Inc. as of Jun 30, 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
89
+23 vs. Q1 2023
Shares held
17.9M
−1.00M (−5.3%) vs. Q1 2023
Total value
$310.0M
−$11.2M (−3.5%) vs. Q1 2023
New holders
44
21 more added
Sold out
21
17 more reduced

Compare with Q1 2023: 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 holdersQ2 2023: 89 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 heldQ2 2023: $310.0M
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, Q2 2023

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q1 2023.

Institutions holding AESI in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Janus Henderson Group PLC1,997,038$34.7M0.02%+2620.0%Added
Clearbridge Investments, LLC1,720,396$29.9M0.03%+5460.0%Added
Vanguard Group Inc1,582,084$27.5M0.00%+207,814+15.1%Added
Encompass Capital Advisors LLC1,370,955$23.8M1.42%+70,955+5.5%Added
Victory Capital Management Inc1,296,457$22.5M0.02%+5,779+0.4%Added
BlackRock Inc.1,263,197$21.9M0.00%+1,063,316+532.0%Added
HITE Hedge Asset Management LLC1,240,337$21.5M2.49%+40,337+3.4%Added
Adage Capital Partners GP, L.L.C.890,324$15.5M0.03%−909,676−50.5%Reduced
Teacher Retirement System of Texas850,000$14.8M0.10%00.0%Unchanged
Goldman Sachs Group Inc586,176$10.2M0.00%−303,763−34.1%Reduced
Alyeska Investment Group, L.P.530,255$9.21M0.07%+5,255+1.0%Added
LMR Partners LLP423,777$7.36M0.17%+15,795+3.9%Added
Geode Capital Management, LLC315,851$5.48M0.00%+315,851New
State Street Corp254,455$4.42M0.00%+254,455New
Capstone Investment Advisors, LLC251,901$4.37M0.13%−112,148−30.8%Reduced
Point72 Asset Management, L.P.201,656$3.50M0.01%−113,344−36.0%Reduced
Ghisallo Capital Management LLC190,000$3.30M0.39%00.0%Unchanged
Beck Capital Management, LLC187,112$3.25M1.28%+162,137+649.2%Added
Evergreen Capital Management LLC179,166$3.11M0.13%+28,106+18.6%Added
Millennium Management LLC154,994$2.69M0.00%−225,996−59.3%Reduced
HBK Investments L P150,000$2.60M0.08%−30,000−16.7%Reduced
Northern Trust Corp138,871$2.41M0.00%+138,871New
Brookfield Asset Management Inc.135,000$2.34M0.01%−40,000−22.9%Reduced
Charles Schwab Investment Management Inc126,996$2.20M0.00%+126,996New
Nuveen Asset Management, LLC116,867$2.03M0.00%+116,867New
Schroder Investment Management Group96,417$1.67M0.00%+96,417New
Putnam Investments LLC93,927$1.63M0.00%00.0%Unchanged
Morgan Stanley91,700$1.59M0.00%+90,102+5,638.4%Added
Atom Investors LP91,089$1.58M0.60%+91,089New
Renaissance Technologies LLC90,700$1.57M0.00%+90,700New
Marshall Wace, LLP86,898$1.51M0.00%+86,898New
CastleKnight Management LP75,100$1.30M0.27%−21,900−22.6%Reduced
Monashee Investment Management LLC75,000$1.30M0.31%−125,000−62.5%Reduced
Squarepoint Ops LLC75,000$1.30M0.01%−8,303−10.0%Reduced
Legal & General Group Plc69,959$1.21M0.00%+44,959+179.8%Added
Two Sigma Investments, LP62,996$1.09M0.00%+33,996+117.2%Added
Bank of America Corp62,422$1.08M0.00%+23,408+60.0%Added
Raymond James & Associates60,123$1.04M0.00%+37,460+165.3%Added
Susquehanna International Group, LLP56,019$972.5K0.00%+56,019New
Jacobs Levy Equity Management, Inc49,873$865.8K0.00%+49,873New
Bank of New York Mellon Corp47,769$829.3K0.00%+47,769New
Invesco Ltd.46,084$800.0K0.00%+46,084New
Greenland Capital Management LP44,617$774.6K0.11%−12,485−21.9%Reduced
SEI Investments Co42,460$737.1K0.00%+2,857+7.2%Added
Engineers Gate Manager LP34,167$593.1K0.02%+34,167New
LPL Financial LLC29,307$508.8K0.00%−83−0.3%Reduced
Seven Grand Managers, LLC26,293$456.4K0.89%+26,293New
JPMorgan Chase & Co23,777$412.8K0.00%+23,777New
Rhumbline Advisers22,442$389.6K0.00%+22,442New
Jump Financial, LLC20,519$356.2K0.01%−5,531−21.2%Reduced
Sandia Investment Management LP20,000$347.2K0.11%−5,000−20.0%Reduced
Quadrature Capital Ltd19,505$338.6K0.01%+19,505New
Pathstone Family Office, LLC15,000$260.4K0.00%+15,000New
Two Sigma Advisers, LP14,500$251.7K0.00%+14,500New
Counterpoint Mutual Funds LLC13,176$228.7K0.21%+13,176New
Cubist Systematic Strategies, LLC13,004$225.7K0.00%+13,004New
Citigroup Inc12,200$211.8K0.00%+4,949+68.3%Added
Tower Research Capital LLC (TRC)11,874$206.1K0.01%+7,873+196.8%Added
Quantbot Technologies LP10,712$186.0K0.01%+10,712New
Highland Capital Management Fund Advisors, L.P.10,000$173.6K0.03%00.0%Unchanged
UBS Group AG9,400$163.2K0.00%+9,400New
MetLife Investment Management8,941$155.2K0.00%+8,941New
State of Wyoming8,324$144.5K0.04%+8,324New
Deutsche Bank AG8,101$140.6K0.00%+8,101New
American International Group, Inc.7,836$136.0K0.00%+7,836New
Wells Fargo & Company7,650$132.8K0.00%+6,485+556.7%Added
New York State Common Retirement Fund6,700$116.3K0.00%+6,700New
California State Teachers Retirement System5,416$94.0K0.00%+5,416New
Public Employees Retirement System of Ohio3,950$69.0K0.00%+3,950New
STRS Ohio3,400$59.0K0.00%+3,400New
Barclays PLC3,342$58.0K0.00%−8,851−72.6%Reduced
Russell Investments Group, Ltd.3,039$52.8K0.00%+3,039New
Avondale Wealth Management3,000$52.1K0.04%+3,000New
Royal Bank of Canada2,206$37.0K0.00%+1,854+526.7%Added
Amalgamated Bank1,735$30.0K0.00%+1,735New
Ameritas Investment Partners, Inc.1,344$23.3K0.00%+1,344New
Metropolitan Life Insurance Co927$16.1K0.00%+927New
Simplex Trading, LLC892$15.0K0.00%+892New
Larson Financial Group LLC600$10.4K0.00%+600New
Advisor Group Holdings, Inc.466$8.09K0.00%−475−50.5%Reduced
Global Retirement Partners, LLC397$6.89K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.390$6.77K0.00%+390New
Whittier Trust Co of Nevada Inc373$6.47K0.00%00.0%Unchanged
Private Trust Co NA265$4.60K0.00%+265New
Institutional & Family Asset Management, LLC256$4.44K0.00%−18−6.6%Reduced
FMR LLC252$4.38K0.00%+252New
Group One Trading, L.P.200$3.47K0.00%+200New
Bell Investment Advisors, Inc120$2.08K0.00%00.0%Unchanged
Avion Wealth117$1.00K0.00%+117New
Zimmer Partners, LP0$00.00%−777,300−100.0%Sold out
Citadel Advisors LLC0$00.00%−536,779−100.0%Sold out
Luminus Management LLC0$00.00%−473,203−100.0%Sold out
Rokos Capital Management LLP0$00.00%−200,000−100.0%Sold out
Walleye Capital LLC0$00.00%−100,000−100.0%Sold out
Woodline Partners LP0$00.00%−98,595−100.0%Sold out
Roubaix Capital, LLC0$00.00%−83,164−100.0%Sold out
Federated Hermes, Inc.0$00.00%−75,000−100.0%Sold out
Ergoteles LLC0$00.00%−64,421−100.0%Sold out
HRT Financial LP0$00.00%−55,044−100.0%Sold out
Sourcerock Group LLC0$00.00%−46,683−100.0%Sold out