AESI — ATLAS ENERGY SOLUTIONS INC
As of Q2 2026, 34 SEC-registered investment managers reported holding AESI (ATLAS ENERGY SOLUTIONS INC) in their latest 13F filings, with a combined reported value of $776.27M across 46.86M shares. That is +47.2% by share count (+15.02M shares) versus the previous quarter, while reported value moved +86.5%. Ownership is concentrated: the five largest holders account for 65.2% of reported value and the top ten for 79.4%.
Compared with the prior quarter, 5 opened new positions, 19 added to existing stakes, 8 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
AESI is classified in the Industrials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| BlackRock Inc history | Q2 2026 | 13.17M | $218.81M | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 10.05M | $166.86M | 0.02% | Add |
| Vanguard Group history | Q4 2025 | 8.01M | $75.44M | 0.00% | Add |
| Two Sigma Investments history | Q2 2026 | 3.21M | $53.32M | 0.04% | New |
| Geode Capital Management history | Q2 2026 | 2.07M | $34.33M | 0.00% | Add |
| Janus Henderson Group history | Q1 2026 | 2.56M | $33.63M | 0.02% | Reduce |
| Goldman Sachs Group history | Q2 2026 | 1.99M | $33.02M | 0.00% | Add |
| Millennium Management history | Q2 2026 | 1.68M | $27.87M | 0.01% | Reduce |
| Bank of America Corp history | Q2 2026 | 1.60M | $26.60M | 0.00% | Add |
| Morgan Stanley history | Q2 2026 | 1.27M | $21.15M | 0.00% | Add |
| Northern Trust Corp history | Q2 2026 | 1.06M | $17.55M | 0.00% | Add |
| Wellington Management Group history | Q2 2026 | 1.03M | $17.11M | 0.00% | Reduce |
| Franklin Resources history | Q2 2026 | 1.02M | $16.98M | 0.00% | Reduce |
| Renaissance Technologies history | Q2 2026 | 991.10K | $16.46M | 0.02% | New |
| Wells Fargo & Co history | Q2 2026 | 924.64K | $15.36M | 0.00% | Add |
| Citigroup Inc history | Q2 2026 | 897.42K | $14.91M | 0.01% | Add |
| Charles Schwab Investment Management history | Q2 2026 | 763.56K | $12.68M | 0.00% | Add |
| Citadel Advisors history | Q2 2026 | 591.42K | $9.82M | 0.00% | Add |
| D. E. Shaw & Co history | Q2 2026 | 545.77K | $9.07M | 0.01% | Add |
| Invesco Ltd history | Q2 2026 | 532.22K | $8.84M | 0.00% | Reduce |
New Positions (Q2 2026)
- Two Sigma Investments 3.21M sh · $53.32M
- Renaissance Technologies 991.10K sh · $16.46M
- JPMorgan Chase & Co 498.76K sh · $8.40M
- Point72 Asset Management 280.44K sh · $4.66M
- Marshall Wace 154.92K sh · $2.57M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 2.56M sh · $33.63M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | 5.51M | 10.84M | 11.50M | 11.78M | 12.54M | 13.15M | 11.49M | 13.17M |
| UBS Group AG | — | 9.40K | 148 | 71.47K | 344.89K | 149.51K | 103.81K | 1.14M | 1.54M | 1.19M | 906.12K | 2.17M | 2.36M | 10.05M |
| Two Sigma Investments | 29.00K | 63.00K | 256.97K | 250.33K | 185.64K | 114.38K | 35.78K | 18.21K | — | — | — | — | — | 3.21M |
| Geode Capital Management | — | 315.85K | 331.93K | 708.61K | 732.65K | 1.39M | 1.45M | 1.45M | 1.68M | 1.77M | 1.80M | 1.83M | 1.86M | 2.07M |
| Goldman Sachs Group | 889.94K | 586.18K | 498.89K | 1.14M | 1.36M | 1.81M | 1.91M | 1.19M | 1.41M | 649.04K | 695.82K | 1.20M | 1.81M | 1.99M |
| Millennium Management | 380.99K | 154.99K | 38.98K | 202.80K | — | 90.37K | 461.34K | — | 82.37K | 43.90K | 48.49K | 1.88M | 2.46M | 1.68M |
| Bank of America Corp | 39.01K | 62.42K | 275.99K | 218.87K | 671.98K | 1.99M | 3.23M | 1.95M | 1.80M | 395.87K | 227.47K | 290.60K | 526.61K | 1.60M |
| Morgan Stanley | 1.60K | 91.70K | 229.87K | 114.59K | 126.66K | 216.82K | 684.91K | 898.43K | 729.71K | 970.26K | 1.10M | 803.05K | 903.66K | 1.27M |
| Northern Trust Corp | — | 138.87K | 147.90K | 220.45K | 290.60K | 442.95K | 803.30K | 898.25K | 966.53K | 1.05M | 1.00M | 743.65K | 772.84K | 1.06M |
| Wellington Management Group | — | — | — | — | — | — | 794.22K | 855.40K | 903.71K | — | — | 1.15M | 1.48M | 1.03M |
| Franklin Resources | — | — | — | — | — | — | — | — | — | — | 594.11K | 885.14K | 1.40M | 1.02M |
| Renaissance Technologies | — | 90.70K | 98.40K | — | — | — | — | — | — | — | — | 216.30K | — | 991.10K |
| Wells Fargo & Co | 1.17K | 7.65K | 6.61K | 432.18K | 40.83K | 47.03K | 90.66K | 103.03K | 40.06K | 45.66K | 54.36K | 88.23K | 32.92K | 924.64K |
| Citigroup Inc | 7.25K | 12.20K | 7.30K | 6.41K | 106.59K | 275.57K | 74.99K | 93.12K | 111.92K | 72.69K | 28.02K | 23.09K | 48.55K | 897.42K |
| Charles Schwab Investment Management | — | 127.00K | 132.15K | 336.32K | 343.50K | 492.57K | 518.57K | 552.91K | 634.49K | 670.28K | 721.42K | 689.01K | 721.75K | 763.56K |
| Citadel Advisors | 536.78K | 31.90K | 48.19K | 187.64K | 840.32K | 452.82K | 363.44K | 207.18K | 1.69M | 1.20M | 503.60K | 431.78K | 286.35K | 591.42K |
| D. E. Shaw & Co | — | — | 69.87K | — | — | — | — | — | — | — | — | — | 150.00K | 545.77K |
| Invesco Ltd | — | 46.08K | 98.08K | 381.93K | 349.77K | 340.48K | 382.13K | 549.83K | 624.90K | 656.87K | 717.05K | 849.26K | 585.95K | 532.22K |
| JPMorgan Chase & Co | — | 23.78K | 21.16K | 11.78K | 14.64K | 45.84K | 194.49K | 78.07K | 178.59K | 164.02K | 70.76K | 61.83K | — | 498.76K |
| Lazard Asset Management | — | — | 5.54K | — | 385.90K | 375.21K | 320.02K | 266.56K | 324.57K | 322.52K | 267.60K | 354.11K | 525.30K | 483.98K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details