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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.

Q1 2026 vs. Q4 2025

How the institutions holding Atlas Energy Solutions Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026All holders in Q4 2025

13F holders of AESI: Q4 2025 compared with Q1 2026
MeasureQ4 2025Of which not filed for Q1 2026Q1 2026Change
Holders2334242+13
Shares87.7M8.05M88.4M+8.80M (+11.1%)
Value$826.3M$75.9M$1.16B+$409.8M (+54.6%)

4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (46)

Institutions that held Atlas Energy Solutions Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to AESI in Q1 2026
InstitutionSharesValue% of portfolio
Encompass Capital Advisors LLC9,135,182$119.9M4.88%
Vanguard Portfolio Management LLC4,846,431$63.6M0.00%
Vanguard Capital Management LLC3,530,536$46.3M0.00%
Vanguard Fiduciary Trust Co512,720$6.73M0.00%
SIR Capital Management, L.P.442,690$5.81M0.54%
HRT Financial LP279,807$3.67M0.01%
SG Capital Management LLC175,000$2.30M0.19%
Readystate Asset Management LP111,193$1.46M0.09%
CoreCommodity Management, LLC99,010$1.30M0.24%
Fideuram - Intesa Sanpaolo Private Banking S.P.A.89,747$1.18M0.04%
Aventail Capital Group, LP84,281$1.11M0.05%
Occudo Quantitative Strategies LP57,916$1.01M0.05%
Empowered Funds, LLC71,068$932.4K0.01%
Bessemer Group Inc57,845$759.0K0.00%
Holocene Advisors, LP38,990$511.5K0.00%
Linscomb & Williams, Inc.35,098$460.5K0.02%
Aquatic Capital Management LLC34,680$455.0K0.01%
Skopos Labs, Inc.31,186$409.2K0.01%
Vanguard Global Advisers, LLC31,054$407.4K0.00%
Pavaki Capital Management LLC30,000$393.6K0.28%
Vanguard Asset Management, Ltd29,972$393.2K0.00%
Man Group plc26,044$341.7K0.00%
AQR Capital Management LLC20,101$263.7K0.00%
Bridgefront Capital, LLC19,150$251.2K0.06%
Bayforest Capital Ltd17,776$233.2K0.26%
Brevan Howard Capital Management LP16,715$219.3K0.00%
Dark Forest Capital Management LP12,017$157.7K0.01%
Vanguard Investments Australia, Ltd.11,672$153.1K0.00%
DRW Securities, LLC11,493$150.8K0.01%
Inscription Capital, LLC10,783$141.5K0.01%
Winton Group Ltd10,400$136.4K0.00%
Abel Hall, LLC10,008$131.3K0.03%
Corient IA LLC10,000$131.2K0.12%
Steward Partners Investment Advisory, LLC5,585$73.3K0.00%
State of Wyoming3,634$47.7K0.01%
Arlington Trust Co LLC2,458$32.2K0.00%
Itau Unibanco Holding S.A.908$11.9K0.00%
Public Employees Retirement System of Ohio399$5.24K0.00%
High Note Wealth, LLC300$3.94K0.00%
Pinnacle Wealth Planning Services, Inc.157$2.06K0.00%
Ameritas Advisory Services, LLC98$1.29K0.00%
Bare Financial Services, Inc49$6430.00%
Investors Portfolio Services LLC33$6250.00%
Parkside Financial Bank & Trust45$5910.00%
Advisory Services Network, LLC35$4590.00%
MAI Capital Management14$1840.00%

Sold out (33)

Institutions that held Atlas Energy Solutions Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Not filed for Q1 2026 yet (4)

Institutions that held Atlas Energy Solutions Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AESI in Q4 2025 that haven't filed for Q1 2026
InstitutionShares, Q4 2025Value, Q4 2025
Vanguard Group Inc8,008,272$75.4M
Comerica Bank42,783$403.0K
Global Retirement Partners, LLC2,426$22.9K
CIBC Private Wealth Group, LLC19$179