AESI · NYSE · Oil & Gas Equipment & Services

Atlas Energy Solutions

Mines and delivers Permian frac sand while supplying distributed natural-gas power.

$12.85
After-hours close−0.01 (−0.04%)
At close$12.86(−1.12%)

Breakdown13F · Form 4

Institutions 85.92%107.32M sharesInsiders 9.08%11.34M sharesOther 5.00%6.25M shares

Shares outstanding 124.91M · Float 79.65M · 63.8% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.13.17M10.55%13FAug 7, 2026
Gregory M. Shepard · other: See Remarks7.42M5.94%Form 4Feb 19, 2026
Encompass Capital Advisors LLC6.54M5.24%13FAug 14, 2026
Vanguard Portfolio Management LLC5.03M4.03%13FAug 13, 2026
UBS Group AG3.84M3.08%13FAug 13, 2026

Institutions13F, as of Jun 30, 2026

293 holders · 107.32M shares · 74 new positions · 169 increased · 72 reduced · 35 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.13.17M10.55%+1.68MAug 7, 2026
Encompass Capital Advisors LLC6.54M5.24%−2.59MAug 14, 2026
Vanguard Portfolio Management LLC5.03M4.03%+184.4KAug 13, 2026
UBS Group AG3.84M3.08%+1.48MAug 13, 2026
State Street Corp3.82M3.06%+459.4KAug 7, 2026
Vanguard Capital Management LLC3.56M2.85%+25.5KAug 13, 2026
Two Sigma Investments, LP3.21M2.57%+3.21MnewAug 14, 2026
Barrow Hanley Mewhinney & Strauss LLC2.65M2.12%−498.5KAug 12, 2026

Beneficial owners13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
Ben M. Brighamincl. Brigham Children's Family LP, Anne and Bud Oil & Gas Vested LLC +2 more35.80%44.33M13DJan 6, 2026
BlackRock, Inc.10.00%12.41M13GOct 2, 2025
Encompass Capital Advisors LLC7.36%9.14M13GMay 15, 2026
Gregory M. Shepard6.19%7.65M13DJan 2, 2026

InsidersForm 4

InsiderRoleShares% outstandingFiled
Gregory M. Shepardother: See Remarks7.42M5.94%Feb 19, 2026
John Gregory Turnerdirector, 10 percent owner, officer, other: CEO and President1.98M1.59%Mar 24, 2026
Ben M. Brighamdirector, 10 percent owner, officer: Executive Chairman850.2K0.68%Mar 6, 2026
Hock Stacy10 percent owner, other: Member of 10% Owner Group800.0K0.64%Jun 3, 2026
Scholla Chris10 percent owner, other: Member of 10% Owner Group568.0K0.45%Mar 6, 2026
Ginn Kirk Edwards10 percent owner, other: Member of 10% Owner Group559.3K0.45%Jun 3, 2026
Dathan C. Voelter10 percent owner, officer, other: General Counsel and Secretary490.9K0.39%Mar 24, 2026
A. Lance Langforddirector, 10 percent owner, other: Member of 10% Owner Group211.3K0.17%Mar 6, 2026
Benjamin Blake McCarthyofficer: Chief Financial Officer183.9K0.15%May 20, 2026
Robb L. Voylesdirector54.4K0.04%Mar 31, 2026

11 ten-percent owners hold 25.03M shares by Form 4, outside the officers-and-directors figure above · 13 people have not refiled in the last 18 months (93.33M shares), so they are not in the figure above

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Mar 6, 2026
Chris Scholla10 percent owner, other: Member of 10% Owner Group
Sale8,912$11.79567,972
Feb 18, 2026
Gregory M. Shepardother: See Remarks
Sale130,000$11.987,421,210
Feb 17, 2026
Gregory M. Shepardother: See Remarks
Sale100,000$11.757,551,210
Nov 18, 2025
Chris Scholla10 percent owner, other: Member of 10% Owner Group
Sale52,150$8.82550,907

CongressHouse and Senate disclosures

MemberTypeAmountOwnerTradedDisclosed
Rep. Chip Roy · TX21Sale$100,001 – $250,000SpouseMay 13, 2026Jun 11, 2026
Rep. Chip Roy · TX21Purchase$100,001 – $250,000Mar 30, 2026May 12, 2026
Rep. Chip Roy · TX21Purchase$10,000,001 – $25,000,000SpouseApr 30, 2026May 11, 2026