Atlas Energy Solutions Inc. (AESI)

CRUDE PETROLEUM & NATURAL GAS

Atlas Energy Solutions Inc. (AESI) is listed on the New York Stock Exchange, where it has traded since March 9, 2023.

Listed On
the New York Stock Exchange
Listed Since
March 9, 2023
Employees
1,511
Market Cap
$1.2B

About Atlas Energy Solutions Inc.

Atlas Energy Solutions Inc is a provider of proppant and logistics services to the oil and natural gas industry within the Permian Basin of West Texas and New Mexico, the active oil and natural gas basin in North America. Proppant is necessary to facilitate the recovery of hydrocarbons from oil and natural gas wells. One hundred percent of its sand reserves are located in Winkler and Ward Counties, Texas, within the Permian Basin, and its operations consist of proppant production and processing facilities, including two facilities near Kermit, Texas, and a third facility near Monahans, Texas.

Institutional ownership

In 13F filings for the quarter ended June 30, 2026, 275 institutions reported holding AESI, with 105.2 million shares worth $1.7 billion in aggregate. The largest reported holder was BlackRock, with 13.2 million shares worth $218.8 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
BlackRock13,173,130$219MAdded 14.64%
Vanguard9,193,314$153MAdded 2.58%
Encompass Capital Advisors6,540,322$109MReduced 28.41%
UBS Group3,969,885$66MAdded 59.05%
State Street3,817,473$63MAdded 13.68%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is AESI?

Atlas Energy Solutions Inc. (AESI) is listed on the New York Stock Exchange, where it has traded since March 9, 2023.

Who are the largest institutional holders of AESI?

In 13F filings for the quarter ended June 30, 2026, the largest reported holders of AESI were BlackRock, Vanguard and Encompass Capital Advisors.

How many institutions own AESI?

275 institutions reported a position in AESI for the quarter ended June 30, 2026, worth $1.7 billion in total.

Did institutions buy or sell AESI last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for AESI.

Every reported institutional holder, plus insider and congressional trades in AESI, on SentiSense.