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Atlas Energy Solutions Inc.

AESI Energy
$16.97 +$0.5 (3.04%)
Market Cap: $2.12 B
Gurus Holding
2
Popularity Rank
#3839
% of Shares Held
3.29%
Net Activity (Q1 2026)
-$22.18 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 Q1 2026, a total of 2 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $69.63 M.

Top institutional holders include Leon Cooperman and Cliff Asness.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $22.18 M net outflow during the quarter.

Recent activity highlights Cliff Asness who opened a new position. Conversely, Leon Cooperman reduced exposure by 19.2%.

Key Holders

Top 5 by Value

$53.57 M
$263,726

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$263,726
Total Buy Value
New Buys 1
Additions 0
-$22.44 M
Total Sell Value
Reductions 1
Sold Out 3

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
1

FAQs for Atlas Energy Solutions Inc. (AESI)

Major holders include Leon Cooperman ($53.57 M), Cliff Asness ($263,726). According to the latest reported data, 2 tracked investment managers collectively hold approximately 4.1 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $22.18 M, with 1 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 3 fully exited AESI. The total reported sell value was $22.44 M.

Yes, 1 managers opened new positions in AESI, and 0 increased their existing holdings. The total reported buy value was $263,726.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.76% Reduce -19.2% 4,083,175 $53.57 M Q1 2026
0.00% New Buy 20,101 $263,726 Q1 2026
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