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, Q1 2025
Institutional positions in Atlas Energy Solutions Inc. as of Mar 31, 2025. 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
- 257
- +51 vs. Q4 2024
- Shares held
- 87.2M
- +14.7M (+20.3%) vs. Q4 2024
- Total value
- $1.56B
- −$52.0M (−3.2%) vs. Q4 2024
- New holders
- 73
- 108 more added
- Sold out
- 22
- 51 more reduced
4 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Atlas Energy Solutions Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 1 | $18 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $54 | 0.00% | −4−100.0% | Reduced |
| Harbour Investments, Inc. | 3 | $54 | 0.00% | +3 | New |
| Massmutual Trust Co FSB | 6 | $107 | 0.00% | +6 | New |
| Hexagon Capital Partners LLC | 13 | $232 | 0.00% | −35−72.9% | Reduced |
| CoreCap Advisors, LLC | 15 | $268 | 0.00% | −7−31.8% | Reduced |
| Stephens Consulting, LLC | 20 | $357 | 0.00% | +20 | New |
| True Wealth Design, LLC | 20 | $357 | 0.00% | +20 | New |
| Parallel Advisors, LLC | 24 | $428 | 0.00% | −1−4.0% | Reduced |
| MPWM Advisory Solutions, LLC | 24 | $428 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $446 | 0.00% | +25 | New |
| Farmers & Merchants Investments Inc | 35 | $624 | 0.00% | +35 | New |
| Transce3nd, LLC | 37 | $660 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 37 | $660 | 0.00% | +37 | New |
| Allworth Financial LP | 57 | $808 | 0.00% | +57 | New |
| Lindbrook Capital, LLC | 56 | $999 | 0.00% | +32+133.3% | Added |
| Avion Wealth | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 65 | $1.16K | 0.00% | −70−51.9% | Reduced |
| Farther Finance Advisors, LLC | 70 | $1.27K | 0.00% | +70 | New |
| Sterling Capital Management LLC | 79 | $1.41K | 0.00% | +9+12.9% | Added |
| South State Corp. | 101 | $1.81K | 0.00% | +101 | New |
| Whipplewood Advisors, LLC | 54 | $1.89K | 0.00% | −52−49.1% | Reduced |
| SBI Securities Co., Ltd. | 111 | $1.98K | 0.00% | +26+30.6% | Added |
| Covestor Ltd | 90 | $2.00K | 0.00% | −46−33.8% | Reduced |
| Medallion Wealth Advisors, LLC | 111 | $2.01K | 0.00% | +111 | New |
| Bell Investment Advisors, Inc | 120 | $2.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 120 | $2.14K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 120 | $2.14K | 0.00% | +120 | New |
| Coldstream Capital Management Inc | 123 | $2.19K | 0.00% | +123 | New |
| TD Private Client Wealth LLC | 153 | $2.73K | 0.00% | +153 | New |
| High Note Wealth, LLC | 182 | $3.25K | 0.00% | +182 | New |
| Cornerstone Planning Group LLC | 244 | $3.36K | 0.00% | +244 | New |
| Umb Bank N A | 189 | $3.37K | 0.00% | +76+67.3% | Added |
| Harbor Investment Advisory, LLC | 200 | $3.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $3.57K | 0.00% | +100+100.0% | Added |
| NBC Securities, Inc. | 250 | $4.00K | 0.00% | +250 | New |
| Private Trust Co NA | 283 | $5.05K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 288 | $5.14K | 0.00% | +2+0.7% | Added |
| Optiver Holding B.V. | 303 | $5.41K | 0.00% | +303 | New |
| WPG Advisers, LLC | 343 | $6.12K | 0.01% | +34+11.0% | Added |
| Whittier Trust Co of Nevada Inc | 368 | $6.56K | 0.00% | −229−38.4% | Reduced |
| Assetmark, Inc | 391 | $6.97K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 427 | $7.61K | 0.00% | −53−11.0% | Reduced |
| Skopos Labs, Inc. | 478 | $8.53K | 0.00% | +478 | New |
| Future Financial Wealth Managment LLC | 500 | $8.92K | 0.01% | +500 | New |
| Binnacle Investments Inc | 569 | $10.2K | 0.01% | +569 | New |
| Ronald Blue Trust, Inc. | 659 | $11.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 649 | $12.0K | 0.00% | −1,648−71.7% | Reduced |
| Retirement Wealth Solutions LLC | 683 | $12.2K | 0.01% | −61−8.2% | Reduced |
| Principal Securities, Inc. | 570 | $12.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 769 | $14.0K | 0.01% | +769 | New |
| Nisa Investment Advisors, LLC | 800 | $14.3K | 0.00% | +394+97.0% | Added |
| Neo Ivy Capital Management | 896 | $16.0K | 0.01% | +896 | New |
| CBIZ Investment Advisory Services, LLC | 1,171 | $20.9K | 0.00% | −183−13.5% | Reduced |
| GAMMA Investing LLC | 1,195 | $21.3K | 0.00% | +225+23.2% | Added |
| The PNC Financial Services Group, Inc. | 1,330 | $23.7K | 0.00% | +350+35.7% | Added |
| Versant Capital Management, Inc | 1,491 | $26.6K | 0.00% | +422+39.5% | Added |
| TSFG, LLC | 1,525 | $27.0K | 0.01% | +1,525 | New |
| Geneos Wealth Management Inc. | 276 | $27.6K | 0.00% | −31−10.1% | Reduced |
| SRS Capital Advisors, Inc. | 1,689 | $30.1K | 0.00% | +51+3.1% | Added |
| FMR LLC | 1,797 | $32.1K | 0.00% | −686−27.6% | Reduced |
| First Horizon Advisors, Inc. | 1,900 | $33.9K | 0.00% | +394+26.2% | Added |
| Larson Financial Group LLC | 1,968 | $35.1K | 0.00% | +1,316+201.8% | Added |
| Fifth Third Bancorp | 1,970 | $35.1K | 0.00% | +1,823+1,240.1% | Added |
| Promus Capital, LLC | 2,458 | $43.9K | 0.03% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 3,103 | $55.4K | 0.00% | +3,103 | New |
| Canton Hathaway, LLC | 4,100 | $73.0K | 0.01% | +4,100 | New |
| DekaBank Deutsche Girozentrale | 3,437 | $78.0K | 0.00% | −1,860−35.1% | Reduced |
| BNP Paribas Arbitrage, SA | 5,454 | $97.3K | 0.00% | −296,527−98.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,745 | $102.5K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 6,640 | $118.5K | 0.00% | +5,253+378.7% | Added |
| SG Americas Securities, LLC | 6,654 | $119.0K | 0.00% | +6,654 | New |
| Ameritas Investment Partners, Inc. | 7,522 | $134.2K | 0.00% | +866+13.0% | Added |
| Avondale Wealth Management | 8,000 | $142.7K | 0.09% | −4,250−34.7% | Reduced |
| Aster Capital Management (DIFC) Ltd | 8,042 | $155.9K | 0.03% | +8,042 | New |
| Brown Brothers Harriman & Co | 9,826 | $175.3K | 0.00% | +6,824+227.3% | Added |
| Advisor Group Holdings, Inc. | 9,899 | $176.6K | 0.00% | −816−7.6% | Reduced |
| Sandia Investment Management LP | 10,000 | $178.4K | 0.52% | +10,000 | New |
| Personal Cfo Solutions, LLC | 10,164 | $181.3K | 0.04% | −2,586−20.3% | Reduced |
| Mutual of America Capital Management LLC | 10,460 | $186.6K | 0.00% | +1,277+13.9% | Added |
| Modera Wealth Management, LLC | 10,609 | $189.3K | 0.00% | +10,609 | New |
| Bank of Montreal | 10,669 | $190.3K | 0.00% | +10,669 | New |
| Catalyst Funds Management Pty Ltd | 10,800 | $192.7K | 0.05% | +10,800 | New |
| Bryn Mawr Trust Co | 10,970 | $195.7K | 0.00% | −3,800−25.7% | Reduced |
| Integrated Wealth Concepts LLC | 11,137 | $198.7K | 0.00% | −472−4.1% | Reduced |
| CoreCommodity Management, LLC | 11,144 | $198.8K | 0.03% | +11,144 | New |
| Commonwealth Equity Services, LLC | 11,476 | $205.0K | 0.00% | +499+4.5% | Added |
| Engineers Gate Manager LP | 11,565 | $206.3K | 0.00% | +11,565 | New |
| Schroder Investment Management Group | 11,911 | $212.0K | 0.00% | −2,150−15.3% | Reduced |
| Quantessence Capital LLC | 12,100 | $215.9K | 0.05% | +12,100 | New |
| Pacific Global Investment Management CO | 12,232 | $218.2K | 0.31% | +12,232 | New |
| 49 Wealth Management, LLC | 12,834 | $229.0K | 0.03% | +12,834 | New |
| Mariner, LLC | 12,955 | $231.1K | 0.00% | +12,955 | New |
| KLP Kapitalforvaltning AS | 13,200 | $235.5K | 0.00% | +6,200+88.6% | Added |
| Guggenheim Capital LLC | 13,416 | $239.3K | 0.00% | −1,811−11.9% | Reduced |
| CIBC Private Wealth Group, LLC | 19,111 | $247.1K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 13,965 | $249.1K | 0.00% | +2,804+25.1% | Added |
| New York State Teachers Retirement System | 14,161 | $253.0K | 0.00% | +1,200+9.3% | Added |
| Lyell Wealth Management, LP | 14,766 | $263.4K | 0.02% | 00.0% | Unchanged |
| State of Tennessee, Treasury Department | 14,909 | $266.0K | 0.00% | 00.0% | Unchanged |