ATLAS ENERGY SOLUTIONS INC AESI
COM NEW · Common Stock · CUSIP 642045108
- SectorEnergy
- IndustryCrude Petroleum & Natural Gas
- HeadquartersAustin, TX
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($45.5k this quarter). Holder counts are more reliable. Shares outstanding: 125.0m as of 2026-07-30, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.60. Options: 9 managers hold calls ($127.1m notional), 7 hold puts ($7.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2023 | 5 |
| Q4 2023 | 120 |
| Q1 2024 | 159 |
| Q2 2024 | 174 |
| Q3 2024 | 185 |
| Q4 2024 | 210 |
| Q1 2025 | 258 |
| Q2 2025 | 259 |
| Q3 2025 | 244 |
| Q4 2025 | 233 |
| Q1 2026 | 242 |
| Q2 2026 | 284 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 110 | 66 |
| Q4 2024 | 123 | 72 |
| Q1 2025 | 179 | 71 |
| Q2 2025 | 163 | 107 |
| Q3 2025 | 120 | 135 |
| Q4 2025 | 120 | 136 |
| Q1 2026 | 126 | 104 |
| Q2 2026 | 165 | 104 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $7.1m | $11.2m | 1.57 |
| Q4 2025 | $9.2m | $3.4m | 0.37 |
| Q1 2026 | $14.1m | $2.4m | 0.17 |
| Q2 2026 | $127.1m | $7.5m | 0.06 |
Biggest buyers
| TWO SIGMA INVESTMENTS, LP | New | +3.2m |
| Ensign Peak Advisors, Inc | New | +2.5m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +2.2m |
| Webs Creek Capital Management LP | New | +2.1m |
| Alyeska Investment Group, L.P. | New | +2.0m |
| WASATCH ADVISORS LP | New | +1.8m |
| BlackRock, Inc. | Added | +1.7m |
| Empyrean Capital Partners, LP | New | +1.6m |
| UBS Group AG | Added | +1.5m |
| Palo Duro Investment Partners, LP | New | +1.5m |
Biggest sellers
| COOPERMAN LEON G | Sold out | -4.1m |
| Encompass Capital Advisors LLC | Reduced | -2.6m |
| COOKE & BIELER LP | Reduced | -2.5m |
| MILLENNIUM MANAGEMENT LLC | Reduced | -786.1k |
| VILLERE ST DENIS J & CO LLC | Reduced | -506.8k |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | Reduced | -498.5k |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -450.9k |
| ExodusPoint Capital Management, LP | Reduced | -396.6k |
| FRANKLIN RESOURCES INC | Reduced | -379.6k |
| CenterBook Partners LP | Reduced | -285.8k |
Biggest calls
| UBS Group AG | New | $103.0m6.2m shares |
| JANE STREET GROUP, LLC | Added | $8.0m481.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $7.8m472.2k shares |
| CITADEL ADVISORS LLC | Added | $2.9m175.7k shares |
| D. E. Shaw & Co., Inc. | Unchanged | $2.5m150.0k shares |
| IMC-Chicago, LLC | Added | $1.5m88.5k shares |
| GROUP ONE TRADING LLC | Added | $637.8k38.4k shares |
| SIMPLEX TRADING, LLC | Reduced | $634.5k38.2k shares |
| Walleye Trading LLC | Unchanged | $41.5k2.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.9m115.5k shares |
| JANE STREET GROUP, LLC | Added | $1.9m112.2k shares |
| SIMPLEX TRADING, LLC | Added | $1.1m64.0k shares |
| CITADEL ADVISORS LLC | Added | $702.6k42.3k shares |
| Walleye Trading LLC | Reduced | $699.3k42.1k shares |
| GROUP ONE TRADING LLC | New | $657.8k39.6k shares |
| IMC-Chicago, LLC | Added | $571.4k34.4k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BRIGHAM BEN M 13D · may seek influence no change · filed 2026-01-06 | 35.8% |
| BlackRock, Inc. 13G · institution +0.1 pts · filed 2025-10-02 | 10.0% |
| SHEPARD GREGORY M 13D · may seek influence no change · filed 2026-01-02 | 6.2% |
| Encompass Capital Advisors LLC 13G · passive investor -2.1 pts · filed 2026-08-14 | 5.2% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-26)
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 1 | $558.5k | $558.5k |
| Q1 2025 | 1 | $5.0m | 1 | $444.6k | $444.6k |
| Q2 2025 | 3 | $715.3k | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 0 | — | — |
| Q2 2026 | 0 | — | 0 | — | — |
| Q3 2026 | 0 | — | 0 | — | — |
None reported since 1 Apr 2026.
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 13.2m $218.8m | Added +1.7m |
| Encompass Capital Advisors LLC 4.69% of their portfolio | 6.5m $108.6m | Reduced -2.6m |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 5.0m $83.6m | Added +184.4k |
| UBS Group AG 0.01% of their portfolio | 3.8m $63.8m | Added +1.5m |
| STATE STREET CORP 0.00% of their portfolio | 3.8m $63.4m | Added +459.4k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.6m $59.1m | Added +25.5k |
| TWO SIGMA INVESTMENTS, LP 0.04% of their portfolio | 3.2m $53.3m | New |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC 0.13% of their portfolio | 2.7m $44.0m | Reduced -498.5k |
| Ensign Peak Advisors, Inc 0.07% of their portfolio | 2.5m $41.7m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.03% of their portfolio | 2.2m $36.1m | Added +2.2m |
| Webs Creek Capital Management LP 6.62% of their portfolio | 2.1m $35.0m | New |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.1m $34.3m | Added +202.4k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.0m $33.0m | Added +182.5k |
| Alyeska Investment Group, L.P. 0.08% of their portfolio | 2.0m $32.9m | New |
| DIMENSIONAL FUND ADVISORS LP 0.01% of their portfolio | 2.0m $32.7m | Added +464.3k |
| Pine Ridge Advisers LLC 1.89% of their portfolio | 1.8m $30.6m | Unchanged |
| WASATCH ADVISORS LP 0.20% of their portfolio | 1.8m $30.5m | New |
| MILLENNIUM MANAGEMENT LLC 0.02% of their portfolio | 1.7m $27.9m | Reduced -786.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio | 1.6m $27.0m | Added +970.0k |
| Empyrean Capital Partners, LP 0.95% of their portfolio | 1.6m $26.9m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.6m $26.6m | Added +1.1m |
| Palo Duro Investment Partners, LP 4.69% of their portfolio | 1.5m $24.3m | New |
| Jupiter Topco LLC 0.01% of their portfolio | 1.4m $23.6m | First filing |
| VILLERE ST DENIS J & CO LLC 2.68% of their portfolio | 1.3m $22.4m | Reduced -506.8k |
| MORGAN STANLEY 0.00% of their portfolio | 1.3m $21.2m | Added +369.9k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 1.2m $20.5m | Reduced -127.5k |
| Venturi Wealth Management, LLC 0.70% of their portfolio | 1.1m $18.0m | Unchanged |
| NORTHERN TRUST CORP 0.00% of their portfolio | 1.1m $17.5m | Added +283.5k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 1.0m $17.1m | Reduced -450.9k |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 1.0m $17.0m | Reduced -379.6k |
| RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio | 991.1k $16.5m | New |
| Nixon Capital, LLC 4.91% of their portfolio | 927.7k $15.4m | Reduced -267.5k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 924.6k $15.4m | Added +891.7k |
| HRT FINANCIAL LP 0.04% of their portfolio | 906.8k $15.1m | Added +627.0k |
| CITIGROUP INC 0.01% of their portfolio | 897.4k $14.9m | Added +848.9k |
| SILVERCREST ASSET MANAGEMENT GROUP LLC 0.09% of their portfolio | 808.9k $13.4m | Added +95.5k |
| Meridian Wealth Advisors, LLC 1.49% of their portfolio | 789.3k $13.1m | Reduced -164.7k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 763.6k $12.7m | Added +41.8k |
| ASHFORD CAPITAL MANAGEMENT INC 1.36% of their portfolio | 762.3k $12.7m | Added +599.9k |
| CenterBook Partners LP 0.52% of their portfolio | 639.2k $10.6m | Reduced -285.8k |
| B & T Capital Management DBA Alpha Capital Management 1.38% of their portfolio | 635.5k $10.6m | Added +2.5k |
| Consolidated Portfolio Review Corp 0.87% of their portfolio | 627.9k $10.4m | Unchanged |
| KENNEDY CAPITAL MANAGEMENT LLC 0.17% of their portfolio | 570.6k $9.5m | Reduced -249.8k |
| CDC Financial, Inc. 7.05% of their portfolio | 552.8k $9.2m | Added +34.7k |
| Invesco Ltd. 0.00% of their portfolio | 532.2k $8.8m | Reduced -53.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 515.8k $8.6m | Added +3.1k |
| Jump Financial, LLC 0.08% of their portfolio | 509.9k $8.5m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 498.8k $8.4m | Added +432.2k |
| LAZARD ASSET MANAGEMENT LLC 0.01% of their portfolio | 484.0k $8.0m | Reduced -41.3k |
| EVERGREEN CAPITAL MANAGEMENT LLC 0.14% of their portfolio | 483.9k $8.0m | Reduced -141.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 467.5k $7.8m | Added +39.0k |
| Assenagon Asset Management S.A. 0.00% of their portfolio | 421.6k $7.0m | New |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 395.8k $6.6m | New |
| Quantinno Capital Management LP 0.01% of their portfolio | 375.5k $6.2m | Reduced -8.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.00% of their portfolio | 374.4k $6.2m | Reduced -899 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 373.4k $6.2m | Added +202.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.01% of their portfolio | 358.2k $5.9m | New |
| Man Group plc 0.01% of their portfolio | 324.2k $5.4m | Added +298.2k |
| Advisors Asset Management, Inc. 0.08% of their portfolio | 316.3k $5.3m | Reduced -3.5k |
| Balyasny Asset Management L.P. 0.01% of their portfolio | 284.8k $4.7m | Reduced -7.9k |
| Simcoe Capital LLC 2.85% of their portfolio | 281.1k $4.7m | Reduced -51.3k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 280.4k $4.7m | New |
| Trexquant Investment LP 0.03% of their portfolio | 274.8k $4.6m | New |
| Public Sector Pension Investment Board 0.01% of their portfolio | 266.1k $4.4m | Reduced -9.0k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 254.8k $4.2m | New |
| CULLINAN ASSOCIATES INC 0.32% of their portfolio | 252.0k $4.2m | Unchanged |
| Manatuck Hill Partners, LLC 1.38% of their portfolio | 250.0k $4.2m | Reduced -52.0k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 248.8k $4.1m | Reduced -26.0k |
| BARCLAYS PLC 0.00% of their portfolio | 236.4k $3.9m | Added +146.6k |
| SIR Capital Management, L.P. 0.44% of their portfolio | 231.3k $3.8m | Reduced -211.3k |
| Tejara Capital Ltd 1.58% of their portfolio | 231.2k $3.8m | New |
| Nuveen, LLC 0.00% of their portfolio | 225.9k $3.8m | Added +83.4k |
| Quantbot Technologies LP 0.14% of their portfolio | 215.8k $3.6m | Added +179.3k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 201.3k $3.3m | Reduced -22.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 190.6k $3.2m | Added +3.5k |
| PDT Partners, LLC 0.16% of their portfolio | 183.9k $3.1m | New |
| PICTON MAHONEY ASSET MANAGEMENT 0.03% of their portfolio | 182.7k $3.0m | New |
| Argentarii, LLC 0.65% of their portfolio | 181.3k $2.2m | Unchanged |
| Orvieto Partners, L.P. 2.13% of their portfolio | 170.0k $2.8m | Added +40.0k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 169.0k $2.8m | Reduced -19.7k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 154.9k $2.6m | New |
| Tidal Investments LLC 0.01% of their portfolio | 152.0k $2.5m | Added +54.7k |
| Legal & General Group Plc 0.00% of their portfolio | 151.4k $2.5m | Added +718 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 148.9k $2.5m | Added +128.8k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 148.9k $2.5m | New |
| Americana Partners, LLC 0.06% of their portfolio | 148.1k $2.5m | Reduced -3.6k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 137.2k $2.3m | Reduced -1.4k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 134.7k $2.2m | Added +24.8k |
| Aventail Capital Group, LP 0.12% of their portfolio | 128.9k $2.1m | Added +44.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 127.6k $2.1m | Reduced -8.4k |
| Integrated Wealth Concepts LLC 0.01% of their portfolio | 123.9k $2.1m | Reduced -7.3k |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 119.2k $2.0m | Added +35.5k |
| Ilex Capital Partners (UK) LLP 0.04% of their portfolio | 116.7k $1.9m | New |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 113.0k $1.9m | Reduced -157.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 107.8k $1.8m | Added +2.6k |
| Steadtrust LLC 0.86% of their portfolio | 102.0k $1.7m | Added +22.0k |
| Swiss National Bank 0.00% of their portfolio | 100.2k $1.7m | Added +2.6k |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 96.9k $1.6m | New |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 94.7k $1.2m | Added +22.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 91.1k $1.5m | Added +17.6k |