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AESI in the 13F filings

Atlas Energy Solutions Inc · CUSIP 642045108

Sector · EnergyTheme · Energy and power infrastructure· L3VLUP-definedTheme · Oil and gas
Quarter
Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023
Quarter end
31 Mar 2026
the date the book describes
Filed
18 May 2026
latest of these filings; the earliest 12 May 2026
Managers listing it
20
at least, of 95 tracked, among listed positions
Comparable managers
91
filed both Q4 2025 and Q1 2026; 0 listed it in both
Shares listed
9,044,076
combined, among listed positions
Reported value
$118m
combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 13 buyers (opened or added shares) and 12 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -2,840,479.

Managers listing AESI in Q1 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q4 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

20 of 20 holders

ActionFiling
Janus Henderson Group Ltd2,563,334$34munder 0.1%Trimmed-28,33818 May 2026 (the filing on sec.gov)
Millennium Management LLC2,464,227$32munder 0.1%Added+581,18515 May 2026 (the filing on sec.gov)
Wellington Management Group LLP1,480,867$19munder 0.1%Added+333,01315 May 2026 (the filing on sec.gov)
Invesco Ltd585,953$7.7munder 0.1%Trimmed-263,30612 May 2026 (the filing on sec.gov)
ExodusPoint Capital Management LP434,112$5.7munder 0.1%Added+204,96214 May 2026 (the filing on sec.gov)
Squarepoint Ops LLC305,580$4.0munder 0.1%Added+91,53515 May 2026 (the filing on sec.gov)
Balyasny Asset Management LLC292,722$3.8munder 0.1%Trimmed-930,61115 May 2026 (the filing on sec.gov)
Walleye Capital LLC198,889$2.6munder 0.1%Added+74,21113 May 2026 (the filing on sec.gov)
Verition Fund Management LLC171,614$2.3munder 0.1%Added+90,61415 May 2026 (the filing on sec.gov)
Citadel Advisors LLC171,348$2.2munder 0.1%Added+23,17115 May 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc109,916$1.4munder 0.1%Added+13,33215 May 2026 (the filing on sec.gov)
AllianceBernstein LP72,580$684kunder 0.1%Trimmed-25,09215 May 2026 (the filing on sec.gov)
Holocene Advisors LP38,990$512kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Quantbot Technologies LP36,537$479kunder 0.1%Trimmed-19,84913 May 2026 (the filing on sec.gov)
Susquehanna International Group LLP31,475$413kunder 0.1%Trimmed-49,38215 May 2026 (the filing on sec.gov)
Man Group PLC26,044$342kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
AQR Capital Management LLC20,101$264kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Brevan Howard Capital Management LP16,715$219kunder 0.1%Newnew15 May 2026 (the filing on sec.gov)
Fidelity (FMR LLC)12,672$166kunder 0.1%Trimmed-1,705,05715 May 2026 (the filing on sec.gov)
Winton Group Ltd10,400$136kunder 0.1%Newnew12 May 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q4 2025 to Q1 2026, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (5)

Exited (5)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
1 in Q2 2024 to 3 in Q2 2026

Tracked managers listing it, at least.

01234Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q4 2025Q1 2026Q2 2026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
AESI by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20231$34m10
Q1 20241$57m10
Q2 20241$51m10
Q3 20241$56m01
Q4 20241$56m01
Q1 20254$63m40
Q2 20252$36m11
Q4 20251$1.7m1311
Q1 20262$39m1312
Q2 20263$8.1m2012

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

AESI and GEV →AESI and XOM →AESI and CVX →Choose a stock to compare with AESI →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own AESI, latest filings →Back to the 13F Explorer →