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Livermore
Livermore
ZHEN

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.

Q4 2025 vs. Q3 2025

How the institutions holding Atlas Energy Solutions Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025All holders in Q3 2025

13F holders of AESI: Q3 2025 compared with Q4 2025
MeasureQ3 2025Of which not filed for Q4 2025Q4 2025Change
Holders2443233−8
Shares88.1M21.6K87.7M−433.8K (−0.5%)
Value$1.00B$253.1K$826.3M−$175.7M (−17.5%)

3 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (42)

Institutions that held Atlas Energy Solutions Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to AESI in Q4 2025
InstitutionSharesValue% of portfolio
Nixon Capital, LLC1,197,828$11.3M2.98%
Wellington Management Group LLP1,147,854$10.8M0.00%
Jefferies Financial Group Inc.802,760$7.56M0.06%
Consolidated Portfolio Review Corp627,945$5.92M0.51%
CDC Financial, Inc.592,091$5.58M5.15%
Thomist Capital Management, LP407,316$3.90M1.06%
Simcoe Capital LLC273,755$2.58M2.43%
LMR Partners LLP266,109$2.51M0.02%
Manatuck Hill Partners, LLC230,000$2.17M0.76%
ExodusPoint Capital Management, LP229,150$2.16M0.02%
Renaissance Technologies LLC216,300$2.04M0.00%
Freestone Grove Partners LP180,554$1.70M0.01%
Marshall Wace, LLP133,161$1.25M0.00%
Lighthouse Investment Partners, LLC125,000$1.18M0.04%
Twinbeech Capital LP101,500$956.1K0.07%
Texas Capital Bank Wealth Management Services Inc100,000$942.0K0.05%
Laurion Capital Management LP78,081$735.5K0.05%
Alpine Woods Capital Investors, LLC69,351$653.3K0.16%
PEAK6 LLC62,780$591.4K0.02%
Papamarkou Wellner Asset Management inc.32,050$301.9K0.18%
Virtu Financial LLC25,627$241.0K0.01%
First Citizens Bank & Trust Co21,881$206.1K0.00%
Envestnet Portfolio Solutions, Inc.21,084$198.6K0.00%
Clearline Capital LP17,365$163.6K0.01%
FORA Capital, LLC11,824$111.4K0.01%
Axq Capital, LP10,712$100.9K0.02%
Keating Financial Advisory Services, Inc.9,219$86.8K0.01%
Islay Capital Management, LLC3,000$28.3K0.02%
Aster Capital Management (DIFC) Ltd1,931$18.2K0.01%
Quadrant Capital Group LLC590$5.56K0.00%
Massmutual Trust Co FSB572$5.39K0.00%
Hurley Capital, LLC562$5.29K0.00%
Los Angeles Capital Management LLC280$3.38K0.00%
Ronald Blue Trust, Inc.105$9890.00%
Parallel Advisors, LLC104$9800.00%
Stone House Investment Management, LLC100$9420.00%
Godfrey Financial Associates, Inc.50$4710.00%
CIBC Private Wealth Group, LLC19$1790.00%
Ankerstar Wealth, LLC14$1320.00%
Gilpin Wealth Management, LLC13$1230.00%
Dunhill Financial, LLC2$170.00%
Capital Advisors, Ltd. LLC15$00.00%

Sold out (50)

Institutions that held Atlas Energy Solutions Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of AESI in Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Copeland Capital Management, LLC1,690,616$19.2M
Kettle Hill Capital Management, LLC660,843$7.51M
Clearbridge Investments, LLC475,816$5.41M
SIR Capital Management, L.P.310,841$3.53M
Envestnet Asset Management Inc278,623$3.17M
CI Private Wealth, LLC202,198$2.30M
IMC-Chicago, LLC155,579$1.77M
Dark Forest Capital Management LP148,430$1.69M
Corient IA LLC115,000$1.31M
Chatham Capital Group, Inc.102,809$1.17M
Aquatic Capital Management LLC99,286$1.13M
Ilex Capital Partners (UK) LLP97,125$1.10M
Occudo Quantitative Strategies LP70,401$800.5K
Caption Management, LLC58,000$659.5K
HRT Financial LP56,208$639.0K
Davenport & Co LLC43,500$494.6K
LPL Financial LLC37,704$428.7K
Shay Capital LLC37,000$420.7K
Mariner, LLC26,024$295.9K
DRW Securities, LLC20,614$234.4K
Snowden Capital Advisors LLC19,970$227.1K
Raymond James Financial Inc19,654$223.5K
Schonfeld Strategic Advisors LLC19,441$221.0K
Avondale Wealth Management19,000$216.0K
Neuberger Berman Group LLC18,313$208.2K
Brevan Howard Capital Management LP18,083$205.6K
Bessemer Group Inc16,456$187.0K
AQR Capital Management LLC15,403$175.1K
ISAM Funds (UK) Ltd13,035$148.2K
Nwam LLC11,916$127.9K
GatePass Capital, LLC11,200$127.3K
Graham Capital Management, L.P.11,094$126.1K
M&T Bank Corp10,838$123.7K
Brown Brothers Harriman & Co10,258$116.6K
Clear Street Markets LLC2,829$32.2K
Centerpoint Advisors, LLC2,850$32.0K
CBIZ Investment Advisory Services, LLC1,174$13.3K
Future Financial Wealth Managment LLC1,000$11.4K
Advisory Services Network, LLC867$9.86K
Harbor Investment Advisory, LLC850$9.66K
Principal Securities, Inc.462$5.25K
HHM Wealth Advisors, LLC400$4.55K
Private Trust Co NA378$4.30K
Wealthspire Advisors, LLC222$2.52K
First Horizon Corp209$2.38K
GWM Advisors LLC200$2.27K
High Note Wealth, LLC179$2.04K
Steward Partners Investment Advisory, LLC99$1.13K
Atlantic Trust, LLC68$774
Quest 10 Wealth Builders, Inc.15$171

Not filed for Q4 2025 yet (3)

Institutions that held Atlas Energy Solutions Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AESI in Q3 2025 that haven't filed for Q4 2025
InstitutionShares, Q3 2025Value, Q3 2025
Wolverine Trading, LLC18,419$216.8K
Promus Capital, LLC2,458$27.9K
Binnacle Investments Inc732$8.32K