AESINYSECrude Petroleum & Natural GasFiscal year ends December 31
Atlas Energy Solutions Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$9.63−0.21 (-2.13%)
Close on Oct 19, 2026
- Market cap
- $1.20B
- P/E (TTM)
- –
- Dividend yield
- 7.79%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
84.7%
106M of 125M shares
Institutional holders
284
76 new, 30 sold out
Net institutional buying
20M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $3.30M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Encompass Capital Advisors LLC | 9,135,182 | 7.36% | 13G (passive) amendment | Mar 31, 2026 |
| Gregory M. Shepard | 7,651,210 | 6.19% | 13D (active) amendment | Dec 31, 2025 |
| Todd J. Kantor | 6,540,322 | 5.24% | 13G (passive) amendment | Jun 30, 2026 |
| Ben M. Brigham | 44,325,294 | 35.80% | 13D (active) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 12,414,277 | 10.00% | 13G (passive) amendment | Sep 30, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AESI | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 13,173,130 | 10.54% | $218.81M | +1,682,276 | 0.00% |
| Encompass Capital Advisors LLC | 6,540,322 | 5.23% | $108.63M | −2,594,860 | 3.86% |
| Vanguard Portfolio Management LLC | 5,030,795 | 4.02% | $83.56M | +184,364 | 0.00% |
| UBS Group AG | 3,842,286 | 3.07% | $63.82M | +1,482,314 | 0.01% |
| State Street Corp | 3,817,473 | 3.05% | $63.41M | +459,446 | 0.00% |
| Vanguard Capital Management LLC | 3,556,075 | 2.84% | $59.07M | +25,539 | 0.00% |
| Two Sigma Investments, LP | 3,209,946 | 2.57% | $53.32M | New | 0.04% |
| Barrow Hanley Mewhinney & Strauss LLC | 2,651,438 | 2.12% | $44.04M | −498,453 | 0.13% |
| Ensign Peak Advisors, Inc | 2,508,739 | 2.01% | $41.67M | New | 0.07% |
| Voya Investment Management LLC | 2,173,520 | 1.74% | $36.10M | +2,160,030 | 0.03% |
| Webs Creek Capital Management LP | 2,104,940 | 1.68% | $34.96M | New | 6.62% |
| Geode Capital Management, LLC | 2,066,553 | 1.65% | $34.33M | +202,411 | 0.00% |
| Goldman Sachs Group Inc | 1,987,887 | 1.59% | $33.02M | +182,524 | 0.00% |
| Alyeska Investment Group, L.P. | 1,983,643 | 1.59% | $32.95M | New | 0.08% |
| Dimensional Fund Advisors LP | 1,966,804 | 1.57% | $32.67M | +464,324 | 0.01% |
| Pine Ridge Advisers LLC | 1,844,036 | 1.48% | $30.63M | – | 1.85% |
| Wasatch Advisors LP | 1,834,289 | 1.47% | $30.47M | New | 0.20% |
| Millennium Management LLC | 1,678,110 | 1.34% | $27.87M | −786,117 | 0.01% |
| Bnp Paribas Arbitrage, Snc | 1,623,287 | 1.30% | $26.96M | +970,031 | 0.01% |
| Empyrean Capital Partners, LP | 1,618,000 | 1.29% | $26.87M | New | 0.89% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 284 | 106M | 84.7% | 76 / 92 | 74 / 30 | 36M | 16M |
| Q1 2026 | 242 | 88M | 70.7% | 46 / 86 | 71 / 33 | 26M | 17M |
| Q4 2025 | 233 | 88M | 70.2% | 42 / 84 | 86 / 50 | 17M | 18M |
| Q3 2025 | 244 | 88M | 70.6% | 31 / 91 | 93 / 42 | 9M | 12M |
| Q2 2025 | 258 | 92M | 73.3% | 48 / 118 | 64 / 43 | 21M | 16M |
| Q1 2025 | 256 | 87M | 69.8% | 73 / 109 | 49 / 23 | 20M | 6M |
| Q4 2024 | 210 | 75M | 59.9% | 55 / 82 | 45 / 27 | 17M | 6M |
| Q3 2024 | 185 | 64M | 51.3% | 36 / 78 | 43 / 23 | 15M | 4M |
| Q2 2024 | 174 | 58M | 46.5% | 37 / 84 | 35 / 21 | 19M | 12M |
| Q1 2024 | 159 | 52M | 41.3% | 55 / 53 | 32 / 14 | 21M | 4M |
| Q4 2023 | 119 | 34M | 27.5% | 115 / 4 | 0 / 1 | 33M | 0M |
| Q3 2023 | 5 | 2M | 1.3% | 5 / 0 | 0 / 0 | 2M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AESI | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 4,666,661 | 3.73% | $77.51M | 0.07% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,578,532 | 2.06% | $42.83M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,157,758 | 1.73% | $35.84M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,860,216 | 1.49% | $30.90M | 0.02% | Jun 30, 2026 |
| Janus Henderson Research Fund | 1,303,392 | 1.04% | $21.65M | 0.07% | Jun 30, 2026 |
| Vanguard Small-Cap Growth Index Fund | 1,068,054 | 0.85% | $17.74M | 0.04% | Jun 30, 2026 |
| Voya Small Cap Growth Fund | 955,910 | 0.76% | $15.95M | 0.75% | May 31, 2026 |
| Templeton Global Smaller Companies Fund | 909,364 | 0.73% | $15.18M | 1.87% | May 31, 2026 |
| Fidelity Small Cap Index Fund | 906,554 | 0.73% | $9.78M | 0.03% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 894,452 | 0.72% | $14.86M | 0.02% | Jun 30, 2026 |
| Wasatch Micro Cap Fund | 886,299 | 0.71% | $14.72M | 2.18% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF | 865,646 | 0.69% | $14.38M | 3.08% | Jun 30, 2026 |
| iShares Russell 2000 Value ETF | 780,788 | 0.62% | $12.97M | 0.09% | Jun 30, 2026 |
| Columbia Small Cap Value Discovery Fund | 763,900 | 0.61% | $8.24M | 0.33% | Jul 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 711,006 | 0.57% | $11.81M | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| John Gregory Turner | CEO and President, Director, 10% owner | 1,984,658 | 1.59% | Mar 24, 2026 |
| Ben M. Brigham | Executive Chairman, Director, 10% owner | 2,414,521 | 1.93% | Mar 6, 2026 |
| Benjamin Blake McCarthy | Chief Financial Officer | 183,854 | 0.15% | May 20, 2026 |
| Dathan C. Voelter | General Counsel and Secretary, 10% owner | 490,945 | 0.39% | Mar 24, 2026 |
| Robb L. Voyles | Director | 54,394 | 0.04% | Mar 31, 2026 |
| Douglas G. Rogers | Director | 10,000 | 0.01% | Mar 24, 2026 |
| Mark P. Mills | Director | 53,209 | 0.04% | Mar 6, 2026 |
| Gayle Burleson | Director | 37,816 | 0.03% | Mar 6, 2026 |
| John Michael Howard | Director | 45,153 | 0.04% | Mar 6, 2026 |
| A. Lance Langford | Director, 10% owner | 803,479 | 0.64% | Mar 6, 2026 |
| Stacy Hock | 10% owner | 800,000 | 0.64% | Jun 3, 2026 |
| Joel Hock | 10% owner | 890,866 | 0.71% | Jun 3, 2026 |
| Kirk Edwards Ginn | 10% owner | 559,317 | 0.45% | Jun 3, 2026 |
| & Smith Foundation Sealy | 10% owner | 14,866,590 | 11.89% | Apr 21, 2026 |
| Chris Scholla | 10% owner | 567,972 | 0.45% | Mar 6, 2026 |
| Gregory M. Shepard | – | 7,421,210 | 5.94% | Feb 19, 2026 |
| Brian Anthony Leveille | 10% owner | 352,010 | 0.28% | Jan 29, 2025 |
| Richard W. Schmidt | 10% owner | 1,086,254 | 0.87% | Nov 26, 2024 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Stacy Hock 10% owner | Jun 2, 2026 | Gift | −90,866 | – | – | 800,000 |
| Kirk Edwards Ginn 10% owner | Jun 2, 2026 | Tax withholding | −1,134 | $16.69 | $18.93K | 559,317 |
| Benjamin Blake McCarthy Chief Financial Officer | May 18, 2026 | Tax withholding | −4,736 | $18.87 | $89.37K | 183,854 |
| John Gregory Turner CEO and President, Director, 10% owner | Mar 23, 2026 | Tax withholding | −11,246 | $13.48 | $151.60K | 656,678 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Mar 23, 2026 | Tax withholding | −2,201 | $13.48 | $29.67K | 490,945 |
| Douglas G. Rogers Director | Mar 18, 2026 | Other | −12,536 | – | – | 10,000 |
| John Gregory Turner CEO and President, Director, 10% owner | Mar 16, 2026 | Tax withholding | −16,130 | $13.60 | $219.37K | 667,924 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Mar 16, 2026 | Tax withholding | −4,857 | $13.60 | $66.06K | 493,146 |
| Kirk Edwards Ginn 10% owner | Mar 16, 2026 | Tax withholding | −3,048 | $13.60 | $41.45K | 560,451 |
| Benjamin Blake McCarthy Chief Financial Officer | Mar 16, 2026 | Tax withholding | −4,266 | $13.60 | $58.02K | 188,590 |
| Douglas G. Rogers Director | Mar 13, 2026 | Option exercise | +12,536 | – | – | 22,736 |
| Chris Scholla 10% owner | Mar 6, 2026 | Sale | −8,912 | $11.79 | $105.07K | 567,972 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Mar 6, 2026 | Tax withholding | −7,279 | $9.91 | $72.13K | 498,003 |
| Kirk Edwards Ginn 10% owner | Mar 6, 2026 | Tax withholding | −5,237 | $9.91 | $51.90K | 563,499 |
| John Gregory Turner CEO and President, Director, 10% owner | Mar 6, 2026 | Tax withholding | −11,178 | $9.91 | $110.77K | 684,054 |
| & Smith Foundation Sealy 10% owner | Mar 4, 2026 | Other | +22,200 | – | – | 22,200 |
| Robb L. Voyles Director | Mar 4, 2026 | Award | +25,227 | – | – | 54,394 |
| A. Lance Langford Director, 10% owner | Mar 4, 2026 | Award | +24,218 | – | – | 211,333 |
| Chris Scholla 10% owner | Mar 4, 2026 | Award | +25,977 | – | – | 576,884 |
| Gayle Burleson Director | Mar 4, 2026 | Award | +14,632 | – | – | 37,816 |
| Mark P. Mills Director | Mar 4, 2026 | Award | +22,200 | – | – | 53,209 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Mar 4, 2026 | Award | +27,778 | – | – | 505,282 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Mar 4, 2026 | Award | +60,545 | – | – | 477,504 |
| Kirk Edwards Ginn 10% owner | Mar 4, 2026 | Award | +40,363 | – | – | 549,708 |
| Kirk Edwards Ginn 10% owner | Mar 4, 2026 | Award | +19,028 | – | – | 568,736 |
| Ben M. Brigham Executive Chairman, Director, 10% owner | Mar 4, 2026 | Award | +277,778 | – | – | 850,175 |
| John Gregory Turner CEO and President, Director, 10% owner | Mar 4, 2026 | Award | +45,833 | – | – | 695,232 |
| John Gregory Turner CEO and President, Director, 10% owner | Mar 4, 2026 | Award | +201,816 | – | – | 649,399 |
| Benjamin Blake McCarthy Chief Financial Officer | Mar 4, 2026 | Award | +90,817 | – | – | 192,856 |
| John Michael Howard Director | Mar 4, 2026 | Award | +22,200 | – | – | 45,153 |
| Gregory M. Shepard – | Feb 18, 2026 | Sale | −130,000 | $11.98 | $1.56M | 7,421,210 |
| Gregory M. Shepard – | Feb 17, 2026 | Sale | −100,000 | $11.75 | $1.18M | 7,551,210 |
| Chris Scholla 10% owner | Nov 18, 2025 | Sale | −52,150 | $8.82 | $459.96K | 550,907 |
| Chris Scholla 10% owner | Nov 18, 2025 | Award | +34,736 | – | – | 603,057 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Oct 7, 2025 | Tax withholding | −24,355 | $11.65 | $283.74K | 416,959 |
| Chris Scholla EVP & Pres, Sand & Logistics, 10% owner | Aug 14, 2025 | Tax withholding | −728 | $11.83 | $8.61K | 568,319 |
| Kirk Edwards Ginn Sr VP, Chief Admin Officer, 10% owner | Jun 2, 2025 | Tax withholding | −1,134 | $12.15 | $13.78K | 509,345 |
| Benjamin Blake McCarthy Chief Financial Officer | May 19, 2025 | Tax withholding | −4,735 | $12.77 | $60.47K | 102,039 |
| Douglas G. Rogers Director | May 14, 2025 | Buy | +7,000 | $13.27 | $92.89K | 10,000 |
| Douglas G. Rogers Director | May 14, 2025 | Buy | +7,000 | $13.27 | $92.89K | 10,000 |
| Ben M. Brigham Executive Chairman, Director, 10% owner | May 14, 2025 | Buy | +9,635 | $13.38 | $128.92K | 572,397 |
| Ben M. Brigham Executive Chairman, Director, 10% owner | May 13, 2025 | Buy | +9,121 | $13.36 | $121.86K | 562,762 |
| Ben M. Brigham Executive Chairman, Director, 10% owner | May 12, 2025 | Buy | +20,400 | $13.32 | $271.73K | 553,641 |
| John Gregory Turner CEO and President, Director, 10% owner | May 9, 2025 | Buy | +7,980 | $12.52 | $99.91K | 1,327,980 |
| John Gregory Turner CEO and President, 10% owner | May 9, 2025 | Award | +7,980 | $12.52 | $99.91K | 1,327,980 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Mar 25, 2025 | Tax withholding | −2,201 | $18.09 | $39.82K | 441,314 |
| Chris Scholla COO, 10% owner | Mar 25, 2025 | Tax withholding | −2,201 | $18.09 | $39.82K | 569,047 |
| John Gregory Turner CEO and President, 10% owner | Mar 25, 2025 | Tax withholding | −10,704 | $18.09 | $193.64K | 447,583 |
| Douglas G. Rogers Director | Mar 20, 2025 | Other | −6,866 | – | – | 3,000 |
| Douglas G. Rogers Director | Mar 20, 2025 | Other | −6,866 | – | – | 3,000 |
| Joel Hock 10% owner | Mar 18, 2025 | Gift | −15,000 | – | – | 890,866 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Mar 17, 2025 | Tax withholding | −2,255 | $17.26 | $38.92K | 443,515 |
| Chris Scholla COO, 10% owner | Mar 17, 2025 | Tax withholding | −2,255 | $17.26 | $38.92K | 571,248 |
| John Gregory Turner CEO and President, 10% owner | Mar 17, 2025 | Tax withholding | −3,720 | $17.26 | $64.21K | 458,287 |
| Kirk Edwards Ginn Sr VP, Chief Admin Officer, 10% owner | Mar 17, 2025 | Tax withholding | −1,535 | $17.26 | $26.49K | 510,479 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Mar 13, 2025 | Award | +32,051 | – | – | 445,770 |
| Douglas G. Rogers Director | Mar 13, 2025 | Option exercise | +6,866 | – | – | 9,866 |
| Benjamin Blake McCarthy Chief Financial Officer | Mar 13, 2025 | Award | +48,433 | – | – | 106,774 |
| Robb L. Voyles Director | Mar 13, 2025 | Award | +14,245 | – | – | 29,167 |
| Stacy Hock Director, 10% owner | Mar 13, 2025 | Award | +8,262 | – | – | 905,866 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Scholla Christopher Officer | Mar 9, 2026 | 8,912 | $104.87K | Mar 6, 2026 | Stock Bonus |
| Hock Stacy Director | Jan 10, 2025 | 30,000 | $652.80K | Jan 10, 2025 | Acquired in corporate reorganization |
| Hock Stacy Director | Oct 3, 2024 | 25,713 | $573.14K | Oct 3, 2024 | Acquired in corporate reorganization |
| Hock Stacy Director | Jun 24, 2024 | 34,287 | $682.31K | Jun 24, 2024 | Acquired in corporate reorganization |
| Chad M. McEver AFFILIATE | May 21, 2024 | 100,000 | $2.45M | May 21, 2024 | EQUITY INCENTIVE |
| Chad M. McEver Officer | May 14, 2024 | 5,595 | $128.54K | May 14, 2024 | Stock Bonus |
| Chad M. McEver Officer | Mar 15, 2024 | 1,547 | $35.07K | Mar 15, 2024 | Stock Bonus |
| John Gregory Turner Officer | Mar 15, 2024 | 3,728 | $84.18K | Mar 15, 2024 | Stock Bonus |
| Dathan C. Voelter Officer | Mar 15, 2024 | 2,270 | $50.85K | Mar 15, 2024 | Stock Bonus |
| Jeffrey L. Allison Officer | Mar 15, 2024 | 1,547 | $34.81K | Mar 15, 2024 | Stock Bonus |
| Hock Stacy Director | Mar 8, 2024 | 50,000 | $1.00M | Mar 8, 2024 | Acquired in corporate reorganization |