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Disclosery

AESI ATLAS ENERGY SOLUTIONS INC

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COM NEW (common), issuer CIK 1984060

256 managers (258 13F filers) reported a position in AESI shares at 2025-03-31, 87,248,038 shares in all. 70 filers opened a position and 21 filers sold out during the quarter.

Managers
256
13F filers
258
New
70
Added
108
Reduced
52
Sold out
21
Shares held by filers
87,248,038

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Voelter Dathan Cofficer (General Counsel and Secretary), 10% owner, other2026-10-05-27,086 F$12.04Form 4

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,330$23.7K<0.01%+35013F-HRTimelineGroup
GAMMA Investing LLC1,195$21.3K<0.01%+22513F-HR/ATimeline
CBIZ Investment Advisory Services, LLC1,171$20.9K<0.01%-18313F-HR/ATimeline
Neo Ivy Capital Management896$16K0.01%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC800$14.3K<0.01%+39413F-HRTimeline
Centerpoint Advisors, LLC769$14K0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC683$12.2K0.01%-6113F-HRTimeline
CWM, LLCin group CWM, LLC649$12K<0.01%-1,64813F-HRTimelineGroup
Blue Trust, Inc.659$11.8K<0.01%013F-HRTimeline
Binnacle Investments Inc569$10.2K0.01%13F-HRTimeline
Future Financial Wealth Managment LLC500$8.92K0.01%new13F-HRTimeline
Brooklyn Investment Group478$8.53K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\427$7.61K<0.01%-5313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC391$6.97K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO OF NEVADA INC368$6.56K<0.01%-22913F-HRTimeline
WPG Advisers, LLC343$6.12K0.01%+3413F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.303$5.41K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…288$5.14K<0.01%+213F-HRTimeline
PRIVATE TRUST CO NA283$5.05K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.250$4K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC200$3.57K<0.01%+10013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC200$3.57K<0.01%013F-HRTimeline
UMB Bank, n.a.189$3.37K<0.01%+7613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Planning Group LLC244$3.36K<0.01%new13F-HRTimeline
High Note Wealth, LLC182$3.25K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC153$2.73K<0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC123$2.19K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC120$2.14K<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc120$2.14K<0.01%013F-HRTimeline
Fortitude Family Office, LLC120$2.14K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC111$2.01K<0.01%new13F-HRTimeline
Covestor Ltd90$2K<0.01%-4613F-HRTimeline
SBI Securities Co., Ltd.111$1.98K<0.01%+2613F-HRTimeline
Whipplewood Advisors, LLC54$1.89K<0.01%-5213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp101$1.81K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC79$1.41K<0.01%+913F-HRTimeline
Farther Finance Advisors, LLC70$1.27K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC65$1.16K<0.01%-7013F-HRTimeline
Avion Wealth62$1K<0.01%013F-HRTimeline
Lindbrook Capital, LLC56$999<0.01%+3213F-HRTimeline
Allworth Financial LP57$808<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC37$660<0.01%new13F-HR/ATimeline
Transce3nd, LLC37$660<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$624<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust25$446<0.01%new13F-HRTimeline
Parallel Advisors, LLC24$428<0.01%-113F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC24$428<0.01%013F-HRTimeline
Stephens Consulting, LLC20$357<0.01%new13F-HRTimeline
True Wealth Design, LLC20$357<0.01%new13F-HRTimeline
CoreCap Advisors, LLC15$268<0.01%-713F-HRTimeline
Hexagon Capital Partners LLC13$232<0.01%-3513F-HRTimeline
MassMutual Private Wealth & Trust, FSB6$107<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.3$54<0.01%new13F-HRTimeline
IFP Advisors, Inc0$54<0.01%-413F-HRTimelineAmount filed as zero, left out of ratios.
TFC Financial Management, Inc.1$18<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,36513F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • Voelter Dathan C disposed of 27,086 AESI shares on 2026-10-05, Form 4 filed 2026-10-07. 0001193125-26-416637

    Accepted , ingested