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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 1,491 | $26.6K | 0.00% | +422+39.5% | Added |
| The PNC Financial Services Group, Inc. | 1,330 | $23.7K | 0.00% | +350+35.7% | Added |
| GAMMA Investing LLC | 1,195 | $21.3K | 0.00% | +225+23.2% | Added |
| CBIZ Investment Advisory Services, LLC | 1,171 | $20.9K | 0.00% | −183−13.5% | Reduced |
| Neo Ivy Capital Management | 896 | $16.0K | 0.01% | +896 | New |
| Nisa Investment Advisors, LLC | 800 | $14.3K | 0.00% | +394+97.0% | Added |
| Centerpoint Advisors, LLC | 769 | $14.0K | 0.01% | +769 | New |
| Principal Securities, Inc. | 570 | $12.6K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 683 | $12.2K | 0.01% | −61−8.2% | Reduced |
| CWM, LLC | 649 | $12.0K | 0.00% | −1,648−71.7% | Reduced |
| Ronald Blue Trust, Inc. | 659 | $11.8K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 569 | $10.2K | 0.01% | +569 | New |
| Future Financial Wealth Managment LLC | 500 | $8.92K | 0.01% | +500 | New |
| Skopos Labs, Inc. | 478 | $8.53K | 0.00% | +478 | New |
| US Bancorp | 427 | $7.61K | 0.00% | −53−11.0% | Reduced |
| Assetmark, Inc | 391 | $6.97K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 368 | $6.56K | 0.00% | −229−38.4% | Reduced |
| WPG Advisers, LLC | 343 | $6.12K | 0.01% | +34+11.0% | Added |
| Optiver Holding B.V. | 303 | $5.41K | 0.00% | +303 | New |
| Steward Partners Investment Advisory, LLC | 288 | $5.14K | 0.00% | +2+0.7% | Added |
| Private Trust Co NA | 283 | $5.05K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 250 | $4.00K | 0.00% | +250 | New |
| Harbor Investment Advisory, LLC | 200 | $3.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 200 | $3.57K | 0.00% | +100+100.0% | Added |
| Umb Bank N A | 189 | $3.37K | 0.00% | +76+67.3% | Added |
| Cornerstone Planning Group LLC | 244 | $3.36K | 0.00% | +244 | New |
| High Note Wealth, LLC | 182 | $3.25K | 0.00% | +182 | New |
| TD Private Client Wealth LLC | 153 | $2.73K | 0.00% | +153 | New |
| Coldstream Capital Management Inc | 123 | $2.19K | 0.00% | +123 | 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 |
| Medallion Wealth Advisors, LLC | 111 | $2.01K | 0.00% | +111 | New |
| Covestor Ltd | 90 | $2.00K | 0.00% | −46−33.8% | Reduced |
| SBI Securities Co., Ltd. | 111 | $1.98K | 0.00% | +26+30.6% | Added |
| Whipplewood Advisors, LLC | 54 | $1.89K | 0.00% | −52−49.1% | Reduced |
| South State Corp. | 101 | $1.81K | 0.00% | +101 | New |
| Sterling Capital Management LLC | 79 | $1.41K | 0.00% | +9+12.9% | Added |
| Farther Finance Advisors, LLC | 70 | $1.27K | 0.00% | +70 | New |
| Private Wealth Management Group, LLC | 65 | $1.16K | 0.00% | −70−51.9% | Reduced |
| Avion Wealth | 62 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 56 | $999 | 0.00% | +32+133.3% | Added |
| Allworth Financial LP | 57 | $808 | 0.00% | +57 | New |
| Transce3nd, LLC | 37 | $660 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 37 | $660 | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 35 | $624 | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 25 | $446 | 0.00% | +25 | New |
| Parallel Advisors, LLC | 24 | $428 | 0.00% | −1−4.0% | Reduced |
| MPWM Advisory Solutions, LLC | 24 | $428 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 20 | $357 | 0.00% | +20 | New |
| True Wealth Design, LLC | 20 | $357 | 0.00% | +20 | New |
| CoreCap Advisors, LLC | 15 | $268 | 0.00% | −7−31.8% | Reduced |
| Hexagon Capital Partners LLC | 13 | $232 | 0.00% | −35−72.9% | Reduced |
| Massmutual Trust Co FSB | 6 | $107 | 0.00% | +6 | New |
| IFP Advisors, Inc | 0 | $54 | 0.00% | −4−100.0% | Reduced |
| Harbour Investments, Inc. | 3 | $54 | 0.00% | +3 | New |
| TFC Financial Management | 1 | $18 | 0.00% | 00.0% | Unchanged |
| 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 |