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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 2026 vs. Q1 2026

How the institutions holding Atlas Energy Solutions Inc. changed between Q1 2026 and Q2 2026.

All holders in Q2 2026All holders in Q1 2026

13F holders of AESI: Q1 2026 compared with Q2 2026
MeasureQ1 2026Of which not filed for Q2 2026Q2 2026Change
Holders2423285+46
Shares88.4M2.61M105.7M+19.8M (+23.1%)
Value$1.16B$34.2M$1.75B+$627.7M (+55.7%)

3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (76)

Institutions that held Atlas Energy Solutions Inc. at the end of Q2 2026 but not at the end of Q1 2026.

Institutions new to AESI in Q2 2026
InstitutionSharesValue% of portfolio
Two Sigma Investments, LP3,209,946$53.3M0.04%
Ensign Peak Advisors, Inc2,508,739$41.7M0.07%
Webs Creek Capital Management LP2,104,940$35.0M6.62%
Alyeska Investment Group, L.P.1,983,643$32.9M0.08%
Wasatch Advisors Inc1,834,289$30.5M0.20%
Empyrean Capital Partners, LP1,618,000$26.9M0.95%
Palo Duro Investment Partners, LP1,462,748$24.3M4.69%
Jupiter Topco LLC1,423,131$23.6M0.01%
Renaissance Technologies LLC991,100$16.5M0.02%
Jump Financial, LLC509,860$8.47M0.08%
D. E. Shaw & Co., Inc.395,772$6.57M0.00%
Connor, Clark & Lunn Investment Management Ltd.358,167$5.95M0.01%
Point72 Asset Management, L.P.280,439$4.66M0.01%
Trexquant Investment LP274,788$4.56M0.03%
Tudor Investment Corp Et Al254,793$4.23M0.02%
Tejara Capital Ltd231,200$3.84M1.58%
Assenagon Asset Management S.A.210,815$3.50M0.00%
PDT Partners, LLC183,871$3.05M0.16%
Picton Mahoney Asset Management182,657$3.03M0.03%
Marshall Wace, LLP154,921$2.57M0.00%
Jane Street Group, LLC148,855$2.47M0.00%
Ilex Capital Partners (UK) LLP116,693$1.94M0.04%
Schonfeld Strategic Advisors LLC96,935$1.61M0.01%
Caxton Associates LLP87,173$1.45M0.03%
Atom Investors LP82,414$1.37M0.12%
Turas Capital Management LP81,700$1.36M0.62%
Hudson Bay Capital Management LP54,938$912.5K0.00%
Boothbay Fund Management, LLC52,102$865.4K0.02%
Illinois Municipal Retirement Fund40,009$664.5K0.01%
Quadrature Capital Ltd39,512$656.3K0.01%
Qube Research & Technologies Ltd36,978$614.2K0.00%
LaSalle St. Investment Advisors, LLC35,628$591.8K0.07%
Numerai GP LLC34,510$573.2K0.05%
Neo Ivy Capital Management34,370$570.9K0.13%
HITE Hedge Asset Management LLC31,651$525.7K0.03%
Adage Capital Partners GP, L.L.C.30,000$498.3K0.00%
Centiva Capital, LP29,536$490.6K0.02%
Jain Global LLC29,197$485.0K0.01%
VARCOV Co.29,073$482.9K0.18%
Fox Run Management, L.L.C.24,400$405.3K0.07%
State of Wisconsin Investment Board22,882$380.1K0.00%
Fideuram Asset Management (Ireland) dac29,608$336.9K0.01%
Oppenheimer & Co Inc19,346$321.3K0.00%
Simplex Trading, LLC17,797$295.6K0.01%
HSBC Holdings PLC17,661$294.9K0.00%
Headlands Technologies LLC16,754$278.3K0.03%
Counterpoint Mutual Funds LLC16,588$275.5K0.03%
Entropy Technologies, LP16,329$271.2K0.01%
LPL Financial LLC15,360$255.1K0.00%
Capstone Investment Advisors, LLC14,623$242.9K0.00%
Lido Advisors, LLC13,346$221.7K0.00%
Mirabella Financial Services LLP12,508$207.8K0.02%
nVerses Capital, LLC12,097$200.9K0.31%
Raymond James Financial Inc11,666$193.8K0.00%
Mercer Global Advisors Inc11,536$191.6K0.00%
Healthcare of Ontario Pension Plan Trust Fund8,000$132.9K0.00%
New Age Alpha Advisors, LLC5,711$94.9K0.00%
Northwest & Ethical Investments L.P.4,930$82.5K0.00%
Acadian Asset Management LLC2,907$48.0K0.00%
Global Retirement Partners, LLC2,426$40.3K0.00%
Clear Street Markets LLC1,888$31.4K0.01%
Nykredit A/S1,424$23.7K0.00%
Optiver Holding B.V.512$8.50K0.00%
Institute for Wealth Management, LLC.405$6.73K0.00%
IFG Advisory, LLC349$5.80K0.00%
Aventura Private Wealth, LLC200$3.32K0.00%
SJS Investment Consulting Inc.181$3.01K0.00%
Toth Financial Advisory Corp75$1.25K0.00%
Elequin Capital LP50$8310.00%
Clearstead Advisors, LLC27$4490.00%
Mascoma Wealth Management LLC13$2160.00%
MCF Advisors LLC10$1670.00%
Silver Grove Financial Group, Inc.6$1000.00%
Plante Moran Financial Advisors, LLC5$830.00%
Davis Capital Management4$660.00%
Evolution Advisers, Inc.8$00.00%

Sold out (30)

Institutions that held Atlas Energy Solutions Inc. at the end of Q1 2026 and filed for Q2 2026 without it.

Not filed for Q2 2026 yet (3)

Institutions that held Atlas Energy Solutions Inc. at the end of Q1 2026 and haven't filed a 13F for Q2 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding AESI in Q1 2026 that haven't filed for Q2 2026
InstitutionShares, Q1 2026Value, Q1 2026
Janus Henderson Group PLC2,563,334$33.6M
Skopos Labs, Inc.31,186$409.2K
CWM, LLC11,434$150.0K