Skip to content
Disclosery

AESI ATLAS ENERGY SOLUTIONS INC

Follow

COM NEW (common), issuer CIK 1984060

256 managers (259 13F filers) reported a position in AESI shares at 2025-06-30, 91,473,633 shares in all. 45 filers opened a position and 43 filers sold out during the quarter.

Managers
256
13F filers
259
New
45
Added
118
Reduced
64
Sold out
43
Shares held by filers
91,473,633

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Caitong International Asset Management …2,715$36.3K0.03%new13F-HRTimeline
NISA INVESTMENT ADVISORS, LLC2,668$35.7K<0.01%+1,86813F-HRTimeline
Promus Capital, LLC2,458$32.9K0.02%013F-HR/ATimeline
CWM, LLCin group CWM, LLC2,235$30K<0.01%+1,58613F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,980$26.5K<0.01%+1013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,844$24.7K<0.01%new13F-HRTimelineGroup
First Horizon Advisors, Inc.1,775$23.7K<0.01%-12513F-HRTimeline
SBI Securities Co., Ltd.1,749$23.4K<0.01%+1,63813F-HRTimeline
Geneos Wealth Management Inc.1,611$21.5K<0.01%+1,33513F-HRTimeline
Future Financial Wealth Managment LLC1,500$20.1K0.01%+1,00013F-HRTimeline
TSFG, LLC1,525$20K<0.01%013F-HRTimeline
GAMMA Investing LLC1,256$16.8K<0.01%+6113F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC1,204$16.1K<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC1,191$15.9K<0.01%+2013F-HRTimeline
Versant Capital Management, Inc1,185$15.8K<0.01%-30613F-HRTimeline
Parkside Financial Bank & Trust1,132$15.1K<0.01%+1,10713F-HRTimeline
Centerpoint Advisors, LLC769$10K<0.01%013F-HRTimeline
Binnacle Investments Inc732$9.79K0.01%+16313F-HRTimeline
Sterling Capital Management LLC727$9.72K<0.01%+64813F-HR/ATimeline
Retirement Wealth Solutions LLC683$9.13K0.01%013F-HRTimeline
Blue Trust, Inc.659$8.81K<0.01%013F-HRTimeline
Brooklyn Investment Group629$8.41K<0.01%+15113F-HR/ATimeline
HANTZ FINANCIAL SERVICES, INC.570$8K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
High Note Wealth, LLC525$7.02K<0.01%+34313F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …546$7K<0.01%new13F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC500$6.68K<0.01%+30013F-HRTimeline
WPG Advisers, LLC469$6.27K0.01%+12613F-HRTimeline
HHM Wealth Advisors, LLC400$5.35K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA378$5.05K<0.01%+9513F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC360$4.81K<0.01%-813F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.309$4.13K<0.01%+613F-HRTimelineGroup
City State Bank300$4.01K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\294$3.93K<0.01%-13313F-HRTimelineGroup
Cornerstone Planning Group LLC302$3.8K<0.01%+5813F-HRTimeline
Allworth Financial LP280$3.74K<0.01%+22313F-HRTimeline
UMB Bank, n.a.270$3.61K<0.01%+8113F-HR/ATimeline
Western Pacific Wealth Management, LP265$3.54K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.250$3K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC186$2.49K<0.01%+12113F-HRTimeline
Prestige Wealth Management Group LLC167$2.23K<0.01%new13F-HR/ATimeline
TD PRIVATE CLIENT WEALTH LLC153$2.05K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC111$1.52K<0.01%013F-HRTimeline
SIGNATUREFD, LLC112$1.5K<0.01%-813F-HRTimeline
Steward Partners Investment Advisory, L…99$1.32K<0.01%-18913F-HRTimeline
SWAN Capital LLC90$1.2K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC80$1.07K<0.01%-12013F-HRTimeline
Clearstead Trust, LLC68$910<0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP51$671<0.01%new13F-HRTimelineGroup
Transce3nd, LLC37$495<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…35$468<0.01%013F-HRTimelineGroup
True Wealth Design, LLC28$375<0.01%+813F-HRTimeline
Rossby Financial, LCC24$321<0.01%new13F-HRTimeline
IFP Advisors, Inc11$147<0.01%+1113F-HRTimeline
HARBOUR INVESTMENTS, INC.3$41<0.01%013F-HRTimeline
Covestor Ltd10$00%-8013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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