Atlas Energy Solutions Inc. (AESI) shareholders
AESINYSECrude Petroleum & Natural GasFiscal year ends December 31
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 3, 2026Score 5/3053% below fair value
$5.57+0.07 (+1.27%)
Close on Nov 13, 2026Market cap $696.27MP/E –Yield 13.46%
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 · 7 sales
Net sold $8.05M
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 |
|---|---|---|---|---|
| Ben M. Brigham Joint filing with Anne and Bud Oil & Gas Vested LLC (8.50%) | 44,325,294 | 35.80% | 13D (active) amendment | Dec 31, 2025 |
| BlackRock, Inc. | 12,414,277 | 10.00% | 13G (passive) amendment | Sep 30, 2025 |
| Encompass Capital Advisors LLC Joint filing with Todd J. Kantor (7.36%), Encompass Capital Partners LLC (5.81%) | 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 Joint filing with Encompass Capital Advisors LLC (5.24%) | 6,540,322 | 5.24% | 13G (passive) amendment | Jun 30, 2026 |
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)
236 funds held AESI in Q2 2026, 63% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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 |
| Dathan C. Voelter | General Counsel and Secretary, 10% owner | 463,859 | 0.37% | Oct 7, 2026 |
| Benjamin Blake McCarthy | Chief Financial Officer | 183,854 | 0.15% | May 20, 2026 |
| Robb L. Voyles | Director | 54,394 | 0.04% | Mar 31, 2026 |
| Douglas G. Rogers | Director | 10,000 | 0.01% | Mar 24, 2026 |
| Gayle Burleson | Director | 37,816 | 0.03% | Mar 6, 2026 |
| A. Lance Langford | Director, 10% owner | 803,479 | 0.64% | Mar 6, 2026 |
| Mark P. Mills | Director | 53,209 | 0.04% | Mar 6, 2026 |
| John Michael Howard | Director | 45,153 | 0.04% | Mar 6, 2026 |
| Gregory M. Shepard | – | 6,530,710 | 5.22% | Nov 10, 2026 |
| Kirk Edwards Ginn | 10% owner | 559,317 | 0.45% | Jun 3, 2026 |
| Stacy Hock | 10% owner | 800,000 | 0.64% | Jun 3, 2026 |
| Joel Hock | 10% owner | 890,866 | 0.71% | 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 |
| 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 |
|---|---|---|---|---|---|---|
| Gregory M. Shepard – | Nov 10, 2026 | Sale | −190,500 | $5.16 | $982.98K | 6,530,710 |
| Gregory M. Shepard – | Nov 9, 2026 | Sale | −200,000 | $5.56 | $1.11M | 6,721,210 |
| Gregory M. Shepard – | Nov 6, 2026 | Sale | −500,000 | $5.32 | $2.66M | 6,921,210 |
| Dathan C. Voelter General Counsel and Secretary, 10% owner | Oct 5, 2026 | Tax withholding | −27,086 | $12.04 | $326.12K | 463,859 |
| 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 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
44.29%
23M shares short
Days to cover
5.6
At 4M shares a day
Change since last report
+1.6%
From 23M shares
Short volume, 20 days
44.6%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of Atlas Energy Solutions's stock actually held short. Settlement fails (shares not delivered on time) peaked at 96,219 shares on Oct 13, 2026 over the last 90 days.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Christopher Scholla Officer | Mar 9, 2026 | 8,912 | $104.87K | Mar 6, 2026 | Stock Bonus |
| Stacy Hock Director | Jan 10, 2025 | 30,000 | $652.80K | Jan 10, 2025 | Acquired in corporate reorganization |
| Stacy Hock Director | Oct 3, 2024 | 25,713 | $573.14K | Oct 3, 2024 | Acquired in corporate reorganization |
| Stacy Hock 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 |
| Stacy Hock Director | Mar 8, 2024 | 50,000 | $1.00M | Mar 8, 2024 | Acquired in corporate reorganization |
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