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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.

Q2 2025 vs. Q1 2025

How the institutions holding Atlas Energy Solutions Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of AESI: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders2573258+4
Shares87.2M216.4K91.5M+4.45M (+5.1%)
Value$1.56B$3.86M$1.22B−$329.1M (−21.2%)

3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (47)

Institutions that held Atlas Energy Solutions Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to AESI in Q2 2025
InstitutionSharesValue% of portfolio
Cooperman Leon G5,162,095$69.0M2.43%
SIR Capital Management, L.P.514,500$6.88M0.61%
Corigliano Investment Advisers, LLC480,435$6.42M2.02%
Twinbeech Capital LP252,236$3.37M0.08%
Ardsley Advisory Partners LP200,000$2.67M0.44%
IMC-Chicago, LLC179,340$2.40M0.06%
Jane Street Group, LLC176,795$2.36M0.00%
Gabelli Funds LLC173,926$2.33M0.02%
Advisors Asset Management, Inc.87,686$1.17M0.02%
Y-Intercept (Hong Kong) Ltd79,677$1.07M0.03%
Simplex Trading, LLC63,047$842.0K0.02%
Freestone Grove Partners LP61,285$819.4K0.01%
Orvieto Partners, L.P.60,000$802.2K0.71%
Caption Management, LLC58,000$775.5K0.07%
Dynamic Technology Lab Private Ltd47,165$630.0K0.09%
Boston Partners46,873$626.7K0.00%
Virtu Financial LLC42,706$571.0K0.03%
Group One Trading, L.P.40,875$546.5K0.02%
State of Wisconsin Investment Board36,942$493.9K0.00%
Wolverine Trading, LLC36,182$475.8K0.01%
DRW Securities, LLC32,954$440.7K0.03%
Empowered Funds, LLC28,948$387.0K0.00%
Gamco Investors, Inc. Et Al25,296$338.2K0.00%
AQR Capital Management LLC22,728$303.9K0.00%
O'Shaughnessy Asset Management, LLC21,589$288.6K0.00%
Waterloo Capital, L.P.21,499$287.4K0.02%
Schonfeld Strategic Advisors LLC20,702$276.8K0.00%
Toroso Investments, LLC17,455$233.4K0.00%
Fox Run Management, L.L.C.17,348$231.9K0.04%
Tactive Advisors, LLC15,883$212.4K0.07%
M&T Bank Corp10,900$145.7K0.00%
Schnieders Capital Management LLC10,000$133.7K0.02%
Clear Street Markets LLC3,801$50.8K0.02%
Global Retirement Partners, LLC3,443$46.0K0.00%
Caitong International Asset Management Co., Ltd2,715$36.3K0.03%
EverSource Wealth Advisors, LLC1,844$24.7K0.00%
Walleye Capital LLC1,204$16.1K0.00%
Hantz Financial Services, Inc.570$8.00K0.00%
BNP PARIBAS ASSET MANAGEMENT Holding S.A.546$7.00K0.00%
HHM Wealth Advisors, LLC400$5.35K0.00%
City State Bank300$4.01K0.00%
Western Pacific Wealth Management, LP265$3.54K0.00%
Prestige Wealth Management Group LLC167$2.23K0.00%
SWAN Capital LLC90$1.20K0.00%
Atlantic Trust, LLC68$9100.00%
Jones Financial Companies LLLP51$6710.00%
Rossby Financial, LCC24$3210.00%

Sold out (43)

Institutions that held Atlas Energy Solutions Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of AESI in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Zimmer Partners, LP1,000,000$17.8M
Wellington Management Group LLP903,711$16.1M
Yaupon Capital Management LP325,000$5.80M
HRT Financial LP200,899$3.58M
ExodusPoint Capital Management, LP141,399$2.52M
Hodges Capital Management Inc.84,000$1.50M
Omers Administration Corp52,500$936.6K
Corebridge Financial, Inc.38,749$691.3K
Jefferies Financial Group Inc.36,706$654.8K
Winton Group Ltd36,399$649.4K
Versor Investments LP35,230$628.5K
Miller Howard Investments Inc33,689$601.0K
Tectonic Advisors LLC33,193$592.2K
CBOE Vest Financial, LLC31,135$555.4K
Petrus Trust Company, LTA17,306$308.7K
Natixis Advisors, L.P.16,957$303.0K
CIBC World Markets Corp16,500$294.4K
CIBC Private Wealth Group, LLC19,111$247.1K
Quantessence Capital LLC12,100$215.9K
Schroder Investment Management Group11,911$212.0K
CoreCommodity Management, LLC11,144$198.8K
Catalyst Funds Management Pty Ltd10,800$192.7K
Modera Wealth Management, LLC10,609$189.3K
Mutual of America Capital Management LLC10,460$186.6K
Sandia Investment Management LP10,000$178.4K
Canton Hathaway, LLC4,100$73.0K
Neo Ivy Capital Management896$16.0K
Assetmark, Inc391$6.97K
Coldstream Capital Management Inc123$2.19K
Bell Investment Advisors, Inc120$2.14K
Fortitude Family Office, LLC120$2.14K
Whipplewood Advisors, LLC54$1.89K
South State Corp.101$1.81K
Farther Finance Advisors, LLC70$1.27K
Avion Wealth62$1.00K
Golden State Wealth Management, LLC37$660
Parallel Advisors, LLC24$428
MPWM Advisory Solutions, LLC24$428
Stephens Consulting, LLC20$357
CoreCap Advisors, LLC15$268
Hexagon Capital Partners LLC13$232
Massmutual Trust Co FSB6$107
TFC Financial Management1$18

Not filed for Q2 2025 yet (3)

Institutions that held Atlas Energy Solutions Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AESI in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Keeley-Teton Advisors, LLC204,091$3.64M
Pacific Global Investment Management CO12,232$218.2K
Lindbrook Capital, LLC56$999