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 |
|---|---|---|---|---|---|
| Public Sector Pension Investment Board | 227,777 | $4.06M | 0.02% | +76,706+50.8% | Added |
| Alpine Woods Capital Investors, LLC | 228,082 | $4.07M | 1.02% | +212,469+1,360.8% | Added |
| Royal Bank of Canada | 249,793 | $4.46M | 0.00% | +51,477+26.0% | Added |
| Seven Grand Managers, LLC | 250,000 | $4.46M | 1.04% | +250,000 | New |
| Cullinan Associates Inc | 252,000 | $4.50M | 0.32% | 00.0% | Unchanged |
| SEI Investments Co | 298,066 | $5.32M | 0.01% | +84,209+39.4% | Added |
| Barclays PLC | 308,718 | $5.51M | 0.00% | +121,085+64.5% | Added |
| Quantinno Capital Management LP | 316,136 | $5.64M | 0.04% | −8,339−2.6% | Reduced |
| Lazard Asset Management LLC | 324,574 | $5.79M | 0.01% | +58,015+21.8% | Added |
| Yaupon Capital Management LP | 325,000 | $5.80M | 0.43% | +325,000 | New |
| Silvercrest Asset Management Group LLC | 367,673 | $6.56M | 0.05% | +77,354+26.6% | Added |
| Royce & Associates LP | 367,680 | $6.56M | 0.07% | +142,680+63.4% | Added |
| First Sabrepoint Capital Management LP | 375,000 | $6.69M | 2.80% | +25,000+7.1% | Added |
| Envestnet Asset Management Inc | 381,094 | $6.80M | 0.00% | +33,404+9.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 387,534 | $6.91M | 1.31% | +35,969+10.2% | Added |
| Principal Financial Group Inc | 395,952 | $7.06M | 0.00% | +63,036+18.9% | Added |
| Burkehill Global Management, LP | 475,000 | $8.47M | 0.63% | +475,000 | New |
| MetLife Investment Management | 550,665 | $9.82M | 0.05% | +508,819+1,215.9% | Added |
| Adage Capital Partners GP, L.L.C. | 610,912 | $10.9M | 0.02% | +141,069+30.0% | Added |
| Invesco Ltd. | 624,900 | $11.1M | 0.00% | +75,071+13.7% | Added |
| Charles Schwab Investment Management Inc | 634,488 | $11.3M | 0.00% | +81,573+14.8% | Added |
| Cetera Investment Advisers | 647,529 | $11.6M | 0.02% | +8,001+1.3% | Added |
| Pine Ridge Advisers LLC | 660,480 | $11.8M | 1.01% | +112,000+20.4% | Added |
| American Century Companies Inc | 677,849 | $12.1M | 0.01% | +400,984+144.8% | Added |
| Kennedy Capital Management, Inc. | 696,658 | $12.4M | 0.30% | +237,889+51.9% | Added |
| Morgan Stanley | 729,709 | $13.0M | 0.00% | −168,722−18.8% | Reduced |
| Ghisallo Capital Management LLC | 750,000 | $13.4M | 1.16% | +750,000 | New |
| First Trust Advisors LP | 846,727 | $15.1M | 0.01% | −3,062,083−78.3% | Reduced |
| Frontier Capital Management Co LLC | 849,594 | $15.2M | 0.17% | +48,441+6.0% | Added |
| Bank of New York Mellon Corp | 859,112 | $15.3M | 0.00% | +23,429+2.8% | Added |
| Wellington Management Group LLP | 903,711 | $16.1M | 0.00% | +48,306+5.6% | Added |
| Northern Trust Corp | 966,528 | $17.2M | 0.00% | +68,275+7.6% | Added |
| Zimmer Partners, LP | 1,000,000 | $17.8M | 0.36% | +1,000,000 | New |
| Evergreen Capital Management LLC | 1,000,728 | $17.9M | 0.60% | +69,178+7.4% | Added |
| HITE Hedge Asset Management LLC | 1,056,305 | $18.8M | 1.17% | +1,056,305 | New |
| Victory Capital Management Inc | 1,058,864 | $18.9M | 0.02% | −29,674−2.7% | Reduced |
| Venturi Wealth Management, LLC | 1,086,254 | $19.4M | 1.01% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 1,164,775 | $20.8M | 2.68% | +367,100+46.0% | Added |
| Dimensional Fund Advisors LP | 1,321,731 | $23.6M | 0.01% | +690,686+109.5% | Added |
| Goldman Sachs Group Inc | 1,409,054 | $25.1M | 0.00% | +219,834+18.5% | Added |
| Citadel Advisors LLC | 1,414,985 | $25.2M | 0.02% | +1,338,508+1,750.2% | Added |
| Nuveen, LLC | 1,510,960 | $27.0M | 0.01% | +1,510,960 | New |
| UBS Group AG | 1,536,341 | $27.4M | 0.01% | +400,746+35.3% | Added |
| Geode Capital Management, LLC | 1,681,037 | $30.0M | 0.00% | +235,534+16.3% | Added |
| Villere St Denis J & Co LLC | 1,746,627 | $31.2M | 3.01% | +6,904+0.4% | Added |
| Bank of America Corp | 1,799,590 | $32.1M | 0.00% | −3640.0% | Reduced |
| Clearbridge Investments, LLC | 2,336,644 | $41.7M | 0.04% | −529,734−18.5% | Reduced |
| Encompass Capital Advisors LLC | 2,444,756 | $43.6M | 1.67% | +2,444,756 | New |
| Cooke & Bieler LP | 2,600,093 | $46.4M | 0.46% | +57,546+2.3% | Added |
| Meridian Wealth Advisors, LLC | 2,645,843 | $47.2M | 8.01% | −32,957−1.2% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 2,884,927 | $51.5M | 0.19% | +25,451+0.9% | Added |
| State Street Corp | 2,938,285 | $52.4M | 0.00% | +180,204+6.5% | Added |
| Price T Rowe Associates Inc | 3,033,935 | $54.1M | 0.01% | −356,334−10.5% | Reduced |
| Copeland Capital Management, LLC | 3,203,592 | $57.2M | 1.14% | +955,818+42.5% | Added |
| Janus Henderson Group PLC | 3,299,944 | $58.7M | 0.03% | +794,641+31.7% | Added |
| Vanguard Group Inc | 8,054,677 | $143.7M | 0.00% | +1,139,352+16.5% | Added |
| BlackRock, Inc. | 11,498,876 | $205.1M | 0.00% | +654,604+6.0% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,365−100.0% | Sold out |
| Voss Capital, LLC | 0 | $0 | 0.00% | −519,061−100.0% | Sold out |
| Orvieto Partners, L.P. | 0 | $0 | 0.00% | −70,000−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −60,166−100.0% | Sold out |
| First Hawaiian Bank | 0 | $0 | 0.00% | −52,504−100.0% | Sold out |
| Boston Partners | 0 | $0 | 0.00% | −46,195−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −33,004−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −18,214−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −9,885−100.0% | Sold out |
| Emerald Mutual Fund Advisers Trust | 0 | $0 | 0.00% | −9,442−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −9,219−100.0% | Sold out |
| Emerald Advisers, LLC | 0 | $0 | 0.00% | −4,850−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −1,252−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,198−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −409−100.0% | Sold out |
| Coppell Advisory Solutions LLC | 0 | $0 | 0.00% | −329−100.0% | Sold out |
| Caitong International Asset Management Co., Ltd | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Smartleaf Asset Management LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Mesirow Institutional Investment Management, Inc. | – | – | – | – | Not filed |
| Edge Capital Group, LLC | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |