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Atlas Energy Solutions Inc.

AESI Energy
$13.47 $-0.13 (-0.96%)
Market Cap: $1.67 B
Gurus Holding
4
Popularity Rank
#2486
% of Shares Held
4.90%
Net Activity (Q4 2025)
+$6.35 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 Q4 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $81.96 M.

Top institutional holders include Leon Cooperman and Jefferies Group.

Institutional sentiment is currently Bullish. This is evidenced by a $6.35 M net inflow during the quarter.

Recent activity highlights Jefferies Group who opened a new position. Conversely, Mario Gabelli reduced exposure by 52.2%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$9.6 M
Total Buy Value
New Buys 2
Additions 0
-$3.25 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Atlas Energy Solutions Inc. (AESI)

Major holders include Leon Cooperman ($47.6 M), Jefferies Group ($7.56 M), Renaissance Technologies ($2.04 M). According to the latest reported data, 4 tracked investment managers collectively hold approximately 6.08 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $6.35 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited AESI. The total reported sell value was $3.25 M.

Yes, 2 managers opened new positions in AESI, and 0 increased their existing holdings. The total reported buy value was $9.6 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.58% Reduce -5.8% 5,053,474 $47.6 M Q4 2025
0.04% New Buy 802,760 $7.56 M Q4 2025
0.00% New Buy 216,300 $2.04 M Q4 2025
0.00% Reduce -52.2% 11,938 $112,456 Q4 2025
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