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Atlas Energy Solutions Inc.

AESI Energy
$14.16 +$0.29 (2.09%)
Market Cap: $1.77 B
Gurus Holding
4
Popularity Rank
#2301
% of Shares Held
1.34%
Net Activity (Q2 2026)
-$26.08 M

Guru Ownership Trend

Guru Analysis for Atlas Energy Solutions Inc. (AESI)

Atlas Energy Solutions Inc. (AESI), a key player in the Energy sector, continues to attract institutional attention.

As of Q2 2026, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $23.72 M.

Top institutional holders include Renaissance Technologies (RenTech) and Steven Cohen.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $26.08 M net outflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 640.8%.

Key Holders

Top 5 by Value

Recent Activity Breakdown (Q2 2026)

+$27.49 M
Total Buy Value
New Buys 3
Additions 1
-$53.57 M
Total Sell Value
Reductions 0
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
1
Net Buyers
4

FAQs for Atlas Energy Solutions Inc. (AESI)

Major holders include Renaissance Technologies (RenTech) ($16.46 M), Steven Cohen ($4.66 M), Paul Tudor Jones ($4.23 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 1.68 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $26.08 M, with 4 managers increasing positions and 1 managers reducing holdings.

During the most recent reporting period, 0 managers trimmed their positions, while 1 fully exited AESI. The total reported sell value was $53.57 M.

Yes, 3 managers opened new positions in AESI, and 1 increased their existing holdings. The total reported buy value was $27.49 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% New Buy 991,100 $16.46 M Q2 2026
0.01% New Buy 280,439 $4.66 M Q2 2026
0.01% New Buy 254,793 $4.23 M Q2 2026
0.00% Add 640.8% 148,910 $2.47 M Q2 2026
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