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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.

Q4 2023 vs. Q3 2023

How the institutions holding Atlas Energy Solutions Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of AESI: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders1231120−2
Shares20.4M42.4K34.6M+14.3M (+70.2%)
Value$452.8M$941.7K$595.5M+$143.6M (+31.8%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (34)

Institutions that held Atlas Energy Solutions Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to AESI in Q4 2023
InstitutionSharesValue% of portfolio
Venturi Wealth Management, LLC1,623,845$28.0M1.98%
Meridian Wealth Advisors, LLC1,265,675$21.8M4.77%
Schwab Charitable Fund1,040,757$17.9M0.96%
Evergreen Capital Management LLC939,613$16.2M0.66%
Austin Asset Management Co Inc157,243$2.71M0.71%
Americana Partners, LLC149,989$2.58M0.25%
Pathstone Holdings, LLC141,817$2.44M0.01%
First Sabrepoint Capital Management LP126,415$2.18M0.99%
Palogic Value Management, L.P.85,000$1.46M0.65%
Cetera Advisor Networks LLC84,146$1.45M0.01%
Atom Investors LP77,826$1.34M0.24%
Jump Financial, LLC67,537$1.16M0.04%
STRS Ohio31,900$549.0K0.00%
Resources Investment Advisors, LLC.25,715$442.8K0.01%
Citizens Financial Group Inc22,477$387.1K0.01%
Brown Advisory Inc21,310$367.0K0.00%
Walleye Trading LLC21,172$364.6K0.01%
Pekin Hardy Strauss, Inc.20,100$346.1K0.05%
CI Private Wealth, LLC17,459$300.7K0.00%
Price T Rowe Associates Inc16,517$285.0K0.00%
CIBC Private Wealth Group, LLC15,111$260.2K0.00%
Lyell Wealth Management, LP14,766$254.3K0.03%
BOK Financial Private Wealth, Inc.13,223$227.7K0.02%
Profund Advisors LLC13,143$226.3K0.01%
Corton Capital Inc.11,542$198.8K0.06%
Commonwealth Equity Services, LLC10,964$189.0K0.00%
CoreCommodity Management, LLC10,761$185.3K0.06%
Wealthsource Partners, LLC10,000$172.2K0.01%
Group One Trading, L.P.4,503$77.5K0.00%
Fifth Third Bancorp1,000$17.2K0.00%
GAMMA Investing LLC363$6.30K0.00%
Harbor Investment Advisory, LLC200$3.44K0.00%
Avion Wealth62$1.00K0.00%
Wetzel Investment Advisors, Inc.37$1.00K0.00%

Sold out (36)

Institutions that held Atlas Energy Solutions Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Not filed for Q4 2023 yet (1)

Institutions that held Atlas Energy Solutions Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AESI in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Pathstone Family Office, LLC42,363$941.7K