InvestorLens

AESI — ATLAS ENERGY SOLUTIONS INC

Public company

Sign in to save4 tracked investors reported this
For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying AESI?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Net accumulation · 3 buying vs 1 selling last quarter
55
Macro Tailwind
Macro conditions are mixed for this sector
55
Congressional Activity
0 congressional purchases, 1 sale disclosed in the last 6 months
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their AESI position last quarter, 3 bought and 1 sold (75% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 55/100 in a Squeeze regime). 0 congressional purchases, 1 sale disclosed in the last 6 months.

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Steve Cohen, Paul Tudor Jones, Ken Griffin)
  • +4 tracked investors reported holding AESI at their latest filing
  • +Macro Health is 55/100 in a Squeeze regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −Congressional disclosures lean toward selling (1 sales vs 0 purchases, 6 months)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 8/20/2026.

About ATLAS ENERGY SOLUTIONS INC (AESI)

ATLAS ENERGY SOLUTIONS INC (AESI) appears in the most recent 13F filings of 4 tracked institutional investors. The largest disclosed position is held by Izzy Englander (Millennium Management), valued at $32M. Across recent filings, tracked investors recorded 5 new positions, 6 increased, 5 reduced, and 2 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in AESI

61
/100
Institutional Accumulation
Added / Increased11
Reduced5
Exited2
BearishBullish
Crowded Trade Score™

How many top investors track AESI

27
/100
Emerging Interest
4investors

A small number of top investors own this.

UndiscoveredCrowded
151015+

AESI Ownership Composition

How ATLAS ENERGY SOLUTIONS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Multi-Strategy / Quant
91% of tracked value
Institutions
4
tracked investors
Total Reported
$46.6M
combined 13F value
Types2
  • Multi-Strategy / Quant90.9%
  • Macro9.1%
Multi-Strategy / Quant(3)
90.9%
Macro(1)
9.1%

Tracked investors currently reporting AESI

  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    1.7M
    Value
    $27.9M
    % Portfolio
    0.01%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    591.4K
    Value
    $9.8M
    % Portfolio
    0.00%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    280.4K
    Value
    $4.7M
    % Portfolio
    0.01%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    254.8K
    Value
    $4.2M
    % Portfolio
    0.01%

Recent activity

Frequently asked questions

How many institutional investors hold AESI?
4 tracked institutional investors disclosed a position in AESI (ATLAS ENERGY SOLUTIONS INC) in their most recent 13F filing.
Who is the largest institutional holder of AESI?
Izzy Englander, Millennium Management, holds the largest disclosed position in AESI, valued at $32M.
Did institutional ownership of AESI increase or decrease?
Across recent 13F filings, tracked investors recorded 5 new positions, 6 increased, 5 reduced, and 2 fully exited AESI.
Where does this AESI ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.
AESI (ATLAS ENERGY SOLUTIONS INC) — Institutional Holders & — InvestorLens