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 2024
Institutional positions in Atlas Energy Solutions Inc. as of Dec 31, 2024. 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
- 210
- +28 vs. Q3 2024
- Shares held
- 74.8M
- +11.0M (+17.2%) vs. Q3 2024
- Total value
- $1.66B
- +$268.1M (+19.3%) vs. Q3 2024
- New holders
- 55
- 82 more added
- Sold out
- 27
- 45 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Janus Henderson Group PLC | 2,505,303 | $55.6M | 0.03% | −42,799−1.7% | Reduced |
| Cooke & Bieler LP | 2,542,547 | $56.4M | 0.54% | −13,129−0.5% | Reduced |
| Meridian Wealth Advisors, LLC | 2,678,800 | $59.4M | 9.80% | −1,346−0.1% | Reduced |
| State Street Corp | 2,758,081 | $61.2M | 0.00% | +1,007,022+57.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 2,859,476 | $63.4M | 0.22% | −122,710−4.1% | Reduced |
| Clearbridge Investments, LLC | 2,866,378 | $63.6M | 0.05% | −34,800−1.2% | Reduced |
| Price T Rowe Associates Inc | 3,390,269 | $75.2M | 0.01% | +689,846+25.5% | Added |
| First Trust Advisors LP | 3,908,810 | $86.7M | 0.08% | +935,410+31.5% | Added |
| Vanguard Group Inc | 6,915,325 | $153.4M | 0.00% | +773,035+12.6% | Added |
| BlackRock, Inc. | 10,844,272 | $240.5M | 0.00% | +5,338,175+97.0% | Added |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −537,166−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −461,342−100.0% | Sold out |
| Brandywine Global Investment Management, LLC | 0 | $0 | 0.00% | −398,258−100.0% | Sold out |
| MSD Partners, L.P. | 0 | $0 | 0.00% | −237,737−100.0% | Sold out |
| HITE Hedge Asset Management LLC | 0 | $0 | 0.00% | −158,023−100.0% | Sold out |
| Ghisallo Capital Management LLC | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −47,007−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −42,769−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −33,876−100.0% | Sold out |
| Gordian Capital Singapore Pte Ltd | 0 | $0 | 0.00% | −36,000−100.0% | Sold out |
| CastleKnight Management LP | 0 | $0 | 0.00% | −34,700−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −23,374−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −21,310−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −15,595−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −14,767−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −13,809−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −12,720−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −12,547−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −11,422−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −9,702−100.0% | Sold out |
| Kepos Capital LP | 0 | $0 | 0.00% | −4,561−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −2,219−100.0% | Sold out |
| Planned Solutions, Inc. | 0 | $0 | 0.00% | −875−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −186−100.0% | Sold out |
| GHP Investment Advisors, Inc. | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| KEMPER Corp | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |