Atlas Energy Solutions Inc.

AESI

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

SEC filings (opens in a new tab)

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 2024 vs. Q3 2024

How the institutions holding Atlas Energy Solutions Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of AESI: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	185	3	210	+28
Shares	64.0M	119.0K	74.8M	+11.0M (+17.2%)
Value	$1.39B	$2.59M	$1.66B	+$268.1M (+19.3%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (55)

Institutions that held Atlas Energy Solutions Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to AESI in Q4 2024
Institution	Shares	Value	% of portfolio
Frontier Capital Management Co LLC	801,153	$17.8M	0.17%
Voss Capital, LLC	519,061	$11.5M	0.86%
Royce & Associates LP	225,000	$4.99M	0.05%
Public Sector Pension Investment Board	151,071	$3.35M	0.01%
Ameriprise Financial Inc	138,207	$3.07M	0.00%
Raymond James Financial Inc	99,330	$2.20M	0.00%
Bryce Point Capital, LLC	70,960	$1.57M	0.46%
Orvieto Partners, L.P.	70,000	$1.55M	1.31%
Prudential Financial Inc	61,575	$1.23M	0.00%
Chatham Capital Group, Inc.	55,275	$1.23M	0.20%
Thrivent Financial for Lutherans	46,856	$1.04M	0.00%
Verition Fund Management LLC	39,073	$866.6K	0.00%
State of Alaska, Department of Revenue	34,452	$764.0K	0.01%
Illinois Municipal Retirement Fund	33,192	$736.2K	0.01%
Holocene Advisors, LP	30,767	$682.4K	0.00%
Louisiana State Employees Retirement System	29,300	$649.9K	0.01%
Yousif Capital Management, LLC	22,964	$509.3K	0.01%
Teachers Retirement System of the State of Kentucky	21,148	$469.0K	0.00%
Maryland State Retirement & Pension System	20,410	$452.7K	0.01%
Jump Financial, LLC	20,251	$449.2K	0.01%
Quantbot Technologies LP	16,259	$360.6K	0.01%
State of Tennessee, Treasury Department	14,909	$330.7K	0.00%
Oregon Public Employees Retirement Fund	14,300	$317.2K	0.01%
Schroder Investment Management Group	14,061	$313.8K	0.00%
Police & Firemen's Retirement System of New Jersey	13,659	$303.0K	0.00%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	12,941	$287.0K	0.00%
New York State Teachers Retirement System	12,961	$287.0K	0.00%
Ethic Inc.	9,885	$219.3K	0.00%
Orchard Capital Managment, LLC	9,251	$205.2K	0.08%
Mutual of America Capital Management LLC	9,183	$203.7K	0.00%
KLP Kapitalforvaltning AS	7,000	$155.3K	0.00%
Promus Capital, LLC	2,458	$54.5K	0.04%
Walleye Trading LLC	1,252	$27.8K	0.00%
Quarry LP	1,198	$26.6K	0.01%
Retirement Wealth Solutions LLC	744	$16.2K	0.01%
Ronald Blue Trust, Inc.	659	$14.6K	0.00%
Northwestern Mutual Wealth Management Co	409	$9.07K	0.00%
Coppell Advisory Solutions LLC	329	$7.34K	0.00%
WPG Advisers, LLC	309	$6.85K	0.01%
Geneos Wealth Management Inc.	307	$6.81K	0.00%
Fifth Third Bancorp	147	$3.26K	0.00%
Private Wealth Management Group, LLC	135	$3.00K	0.00%
Caitong International Asset Management Co., Ltd	125	$2.77K	0.00%
Umb Bank N A	113	$2.51K	0.00%
Whipplewood Advisors, LLC	106	$2.35K	0.00%
SBI Securities Co., Ltd.	85	$1.89K	0.00%
Transce3nd, LLC	37	$821	0.00%
National Bank of Canada	34	$754	0.00%
Smartleaf Asset Management LLC	28	$624	0.00%
EverSource Wealth Advisors, LLC	24	$532	0.00%
Lindbrook Capital, LLC	24	$532	0.00%
MPWM Advisory Solutions, LLC	24	$532	0.00%
CoreCap Advisors, LLC	22	$488	0.00%
Quadrant Capital Group LLC	13	$289	0.00%
IFP Advisors, Inc	4	$222	0.00%

Sold out (27)

Institutions that held Atlas Energy Solutions Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of AESI in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Driehaus Capital Management LLC	537,166	$11.7M
Millennium Management LLC	461,342	$10.1M
Brandywine Global Investment Management, LLC	398,258	$8.12M
MSD Partners, L.P.	237,737	$5.18M
HITE Hedge Asset Management LLC	158,023	$3.44M
Ghisallo Capital Management LLC	100,000	$2.18M
Dark Forest Capital Management LP	47,007	$1.02M
Atom Investors LP	42,769	$932.4K
Sanctuary Advisors, LLC	33,876	$799.1K
Gordian Capital Singapore Pte Ltd	36,000	$784.8K
CastleKnight Management LP	34,700	$756.5K
Jefferies Financial Group Inc.	23,374	$509.6K
Brown Advisory Inc	21,310	$464.6K
Cresset Asset Management, LLC	15,595	$340.0K
Modera Wealth Management, LLC	14,767	$321.9K
Bayesian Capital Management, LP	13,809	$301.0K
Waters Parkerson & Co., LLC	12,720	$277.0K
FORA Capital, LLC	12,547	$273.5K
SG Americas Securities, LLC	11,422	$249.0K
Schonfeld Strategic Advisors LLC	9,702	$211.5K
Kepos Capital LP	4,561	$99.0K
Quest Partners LLC	2,219	$48.4K
Planned Solutions, Inc.	875	$19.1K
NBC Securities, Inc.	250	$5.00K
Capital Performance Advisors LLP	186	$4.05K
GHP Investment Advisors, Inc.	106	$2.31K
Aster Capital Management (DIFC) Ltd	61	$1.33K

Not filed for Q4 2024 yet (3)

Institutions that held Atlas Energy Solutions Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AESI in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Raymond James & Associates	69,070	$1.51M
KEMPER Corp	38,951	$849.0K
Raymond James Financial Services Advisors, Inc.	10,964	$239.0K