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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, 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.

Institutional holdersQ4 2024: 210 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 heldQ4 2024: $1.66B
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, Q4 2024

Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q3 2024.

Institutions holding AESI in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Smartleaf Asset Management LLC28$6240.00%+28New
Parallel Advisors, LLC25$5550.00%+12+92.3%Added
EverSource Wealth Advisors, LLC24$5320.00%+24New
Lindbrook Capital, LLC24$5320.00%+24New
MPWM Advisory Solutions, LLC24$5320.00%+24New
CoreCap Advisors, LLC22$4880.00%+22New
Quadrant Capital Group LLC13$2890.00%+13New
Huntington National Bank13$2880.00%00.0%Unchanged
IFP Advisors, Inc4$2220.00%+4New
TFC Financial Management1$230.00%00.0%Unchanged
Driehaus Capital Management LLC0$00.00%−537,166−100.0%Sold out
Millennium Management LLC0$00.00%−461,342−100.0%Sold out
Brandywine Global Investment Management, LLC0$00.00%−398,258−100.0%Sold out
MSD Partners, L.P.0$00.00%−237,737−100.0%Sold out
HITE Hedge Asset Management LLC0$00.00%−158,023−100.0%Sold out
Ghisallo Capital Management LLC0$00.00%−100,000−100.0%Sold out
Dark Forest Capital Management LP0$00.00%−47,007−100.0%Sold out
Atom Investors LP0$00.00%−42,769−100.0%Sold out
Sanctuary Advisors, LLC0$00.00%−33,876−100.0%Sold out
Gordian Capital Singapore Pte Ltd0$00.00%−36,000−100.0%Sold out
CastleKnight Management LP0$00.00%−34,700−100.0%Sold out
Jefferies Financial Group Inc.0$00.00%−23,374−100.0%Sold out
Brown Advisory Inc0$00.00%−21,310−100.0%Sold out
Cresset Asset Management, LLC0$00.00%−15,595−100.0%Sold out
Modera Wealth Management, LLC0$00.00%−14,767−100.0%Sold out
Bayesian Capital Management, LP0$00.00%−13,809−100.0%Sold out
Waters Parkerson & Co., LLC0$00.00%−12,720−100.0%Sold out
FORA Capital, LLC0$00.00%−12,547−100.0%Sold out
SG Americas Securities, LLC0$00.00%−11,422−100.0%Sold out
Schonfeld Strategic Advisors LLC0$00.00%−9,702−100.0%Sold out
Kepos Capital LP0$00.00%−4,561−100.0%Sold out
Quest Partners LLC0$00.00%−2,219−100.0%Sold out
Planned Solutions, Inc.0$00.00%−875−100.0%Sold out
NBC Securities, Inc.0$00.00%−250−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−186−100.0%Sold out
GHP Investment Advisors, Inc.0$00.00%−106−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−61−100.0%Sold out
Raymond James & Associates––––Not filed
KEMPER Corp––––Not filed
Raymond James Financial Services Advisors, Inc.––––Not filed