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, Q4 2023
Institutional positions in Atlas Energy Solutions Inc. as of Dec 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
- 120
- −2 vs. Q3 2023
- Shares held
- 34.6M
- +14.3M (+70.2%) vs. Q3 2023
- Total value
- $595.5M
- +$143.6M (+31.8%) vs. Q3 2023
- New holders
- 34
- 46 more added
- Sold out
- 36
- 26 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 285 | $1.75B |
| Q1 2026 | 242 | $1.16B |
| Q4 2025 | 233 | $826.3M |
| Q3 2025 | 244 | $1.00B |
| Q2 2025 | 258 | $1.22B |
| Q1 2025 | 257 | $1.56B |
| Q4 2024 | 210 | $1.66B |
| Q3 2024 | 185 | $1.39B |
| Q2 2024 | 174 | $1.16B |
| Q1 2024 | 159 | $1.16B |
| Q4 2023 | 120 | $595.5M |
| Q3 2023 | 123 | $452.8M |
| Q2 2023 | 89 | $310.0M |
| Q1 2023 | 66 | $321.3M |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2023
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Indie Asset Partners, LLC | 424,626 | $7.31M | 6.60% | +133,008+45.6% | Added |
| Capstone Investment Advisors, LLC | 500,000 | $8.61M | 0.15% | +275,000+122.2% | Added |
| Geode Capital Management, LLC | 708,611 | $12.2M | 0.00% | +376,682+113.5% | Added |
| Nuveen Asset Management, LLC | 713,475 | $12.3M | 0.00% | +13,486+1.9% | Added |
| Jacobs Levy Equity Management, Inc | 745,062 | $12.8M | 0.06% | +163,928+28.2% | Added |
| State Street Corp | 790,121 | $13.6M | 0.00% | +493,270+166.2% | Added |
| Evergreen Capital Management LLC | 939,613 | $16.2M | 0.66% | +939,613 | New |
| Schwab Charitable Fund | 1,040,757 | $17.9M | 0.96% | +1,040,757 | New |
| Goldman Sachs Group Inc | 1,136,136 | $19.6M | 0.00% | +637,249+127.7% | Added |
| HITE Hedge Asset Management LLC | 1,139,426 | $19.6M | 2.06% | +773,561+211.4% | Added |
| Victory Capital Management Inc | 1,196,789 | $20.6M | 0.02% | −37,736−3.1% | Reduced |
| Encompass Capital Advisors LLC | 1,229,456 | $21.2M | 1.24% | +5,554+0.5% | Added |
| Meridian Wealth Advisors, LLC | 1,265,675 | $21.8M | 4.77% | +1,265,675 | New |
| Venturi Wealth Management, LLC | 1,623,845 | $28.0M | 1.98% | +1,623,845 | New |
| Clearbridge Investments, LLC | 1,668,486 | $28.7M | 0.02% | −11,651−0.7% | Reduced |
| Villere St Denis J & Co LLC | 1,813,539 | $31.2M | 2.57% | +1,306,900+258.0% | Added |
| BlackRock Inc. | 1,986,002 | $34.2M | 0.00% | +849,168+74.7% | Added |
| Janus Henderson Group PLC | 1,999,288 | $34.4M | 0.02% | +16,569+0.8% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,688,621 | $46.3M | 0.16% | +1,110,399+70.4% | Added |
| Vanguard Group Inc | 4,582,507 | $78.9M | 0.00% | +2,948,611+180.5% | Added |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −188,512−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −151,030−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −122,600−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −115,112−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −98,400−100.0% | Sold out |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −94,951−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −90,000−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −75,000−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −72,499−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −69,866−100.0% | Sold out |
| Cumberland Partners Ltd | 0 | $0 | 0.00% | −68,879−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −66,245−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −45,108−100.0% | Sold out |
| Raymond James & Associates | 0 | $0 | 0.00% | −44,202−100.0% | Sold out |
| First Dallas Securities Inc. | 0 | $0 | 0.00% | −39,700−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −38,897−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −37,700−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −34,902−100.0% | Sold out |
| AXS Investments LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −31,881−100.0% | Sold out |
| J.W. Cole Advisors, Inc. | 0 | $0 | 0.00% | −31,100−100.0% | Sold out |
| Credit Suisse AG | 0 | $0 | 0.00% | −29,811−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −28,312−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −23,503−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −16,607−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −16,156−100.0% | Sold out |
| Raymond James Financial Services Advisors, Inc. | 0 | $0 | 0.00% | −13,119−100.0% | Sold out |
| Sandia Investment Management LP | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Flputnam Investment Management Co | 0 | $0 | 0.00% | −10,213−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −9,219−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −5,537−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −3,808−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −3,547−100.0% | Sold out |
| Tucker Asset Management LLC | 0 | $0 | 0.00% | −2,208−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −441−100.0% | Sold out |
| Pathstone Family Office, LLC | – | – | – | – | Not filed |