Atlas Energy Solutions (AESI)
Mines and delivers Permian frac sand while supplying distributed natural-gas power.
$11.64
vs last close−0.37 (−3.04%)
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13F · 13D/G · Form 4
| Institutions | ≈ 84.21% | 105.27M shares | |
|---|---|---|---|
| 294 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 118.49% | 148.11M shares | |
| 16 holders · as of Jun 3, 2026 | |||
| Strategic holders | 11.87% | 14.84M shares | |
| 1 holder · as of Apr 21, 2026 | |||
| Adds to | 214.57% | ||
125.00M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 214.57%; nothing is left for Other.
13F, as of Jun 30, 2026
294 holders · 105.27M shares · 74 new positions · 169 increased · 72 reduced · 34 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 13.17M | 10.54% | +1.68M | Aug 7, 2026 |
| Encompass Capital Advisors LLC | 6.54M | 5.23% | −2.59M | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 5.03M | 4.02% | +184.4K | Aug 13, 2026 |
| UBS Group AG | 3.84M | 3.07% | +1.48M | Aug 13, 2026 |
| State Street Corp | 3.82M | 3.05% | +459.4K | Aug 7, 2026 |
| Vanguard Capital Management LLC | 3.56M | 2.84% | +25.5K | Aug 13, 2026 |
| Two Sigma Investments, LP | 3.21M | 2.57% | +3.21Mnew | Aug 14, 2026 |
| Barrow Hanley Mewhinney & Strauss LLC | 2.65M | 2.12% | −498.5K | Aug 12, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Ben M. Brighamincl. Brigham Children's Family LP, Anne and Bud Oil & Gas Vested LLC +2 more | 35.80% | 44.33M | 13D | Jan 6, 2026 |
| BlackRock, Inc. | 10.00% | 12.41M | 13G | Oct 2, 2025 |
| Encompass Capital Advisors LLC | 7.36% | 9.14M | 13G | May 15, 2026 |
| Gregory M. Shepard | 6.19% | 7.65M | 13D | Jan 2, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Mar 6, 2026 | Chris Scholla10 percent owner, other: Member of 10% Owner Group | Sale | 8,912 | $11.79 | 567,972 |
| Feb 18, 2026 | Gregory M. Shepardother: See Remarks | Sale | 130,000 | $11.98 | 7,421,210 |
| Feb 17, 2026 | Gregory M. Shepardother: See Remarks | Sale | 100,000 | $11.75 | 7,551,210 |
| Nov 18, 2025 | Chris Scholla10 percent owner, other: Member of 10% Owner Group | Sale | 52,150 | $8.82 | 550,907 |
House and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Chip Roy · TX21 | Sale | $100,001 – $250,000 | Spouse | May 13, 2026 | Jun 11, 2026 |
| Rep. Chip Roy · TX21 | Purchase | $100,001 – $250,000 | Mar 30, 2026 | May 12, 2026 | |
| Rep. Chip Roy · TX21 | Purchase | $10,000,001 – $25,000,000 | Spouse | Apr 30, 2026 | May 11, 2026 |