Ticker · CUSIP 642045108

AESI

ATLAS ENERGY SOLUTIONS INC

Energy·Oil & Gas Equipment & Services

···Share

Holders (tracked)

Combined shares

8,840,969

Combined value

$83.28M

Last close

$13.29

Quarter

2025Q4

Price is +41.1% vs the avg quarter-end implied price across tracked holders.

Price · 1Y$13.29-0.29 (-2.11%)H $14.35 · L $8.10 · Avg Vol 2.6M

Position opened

Tracked holders · last 8 quarters

+1 vs previous quarter over the last 8.

SEC event timeline

13 events

Ken Griffin (Citadel Advisors) trimmed2026-02-17
−50,226 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2026-02-17
+1,834,551 shares · 2025Q4
Position
T. Rowe Price added2026-02-17
+30,744 shares · 2025Q4
Position
Wellington Management opened position2026-02-17
+1,147,854 shares · 2025Q4
Position
Leon Cooperman (Omega Family Office) trimmed2026-02-17
−312,889 shares · 2025Q4
Position
AQR Capital Management exited2026-02-17
−15,403 shares · 2025Q4
Position
Renaissance Technologies opened position2026-02-12
+216,300 shares · 2025Q4
Position
Mario Gabelli (GAMCO) trimmed2026-02-05
−13,030 shares · 2025Q4
Position
Izzy Englander (Millennium Mgmt) added2025-11-14
+4,587 shares · 2025Q3
Position
Leon Cooperman (Omega Family Office) added2025-11-14
+204,268 shares · 2025Q3
Position
AQR Capital Management trimmed2025-11-14
−7,325 shares · 2025Q3
Position
T. Rowe Price added2025-11-14
+12,087 shares · 2025Q3
Position
Mario Gabelli (GAMCO) trimmed2025-11-12
−328 shares · 2025Q3
Position

Insider activity

No insider transactions in the last 30 days.

View full insider history for AESI →

Follow-the-investor returns

If you'd copied each holder of AESI…

Cost basis inferred from each manager's quarter-over-quarter position changes. Sorted by % return on the position they're still holding.

Investor	First in	Cost basis	Return	Position value today
Renaissance Technologies	2025Q4	$9.42	+41.1%	$2.9M
Izzy Englander (Millennium Mgmt)	2023Q4	$9.69	+37.1%	$25.0M
Ken Griffin (Citadel Advisors)	2023Q4	$12.77	+4.1%	$1.9M
Ken Griffin (Citadel Advisors)	2023Q4	$12.77	+4.1%	$1.9M
Ken Griffin (Citadel Advisors)	2023Q4	$12.77	+4.1%	$1.9M
Leon Cooperman (Omega Family Office)	2025Q2	$13.29	-0.0%	$67.2M
Mario Gabelli (GAMCO)	2025Q2	$13.37	-0.6%	$159K
T. Rowe Price	2023Q4	$16.53	-19.6%	$1.3M
Wellington Management	2024Q3	$18.79	-29.3%	$15.3M

Who moved on this name in 2025Q4

Position changes reported for the latest quarter, grouped by direction.

New positions2

Wellington Management
+1,147,854
$10.8M
Renaissance Technologies
+216,300
$2.0M

Added to2

Izzy Englander (Millennium Mgmt)
+1,834,551
$17.3M
T. Rowe Price
+30,744
$290

Trimmed3

Leon Cooperman (Omega Family Office)
−312,889
$2.9M
Ken Griffin (Citadel Advisors)
−50,226
$473K
Mario Gabelli (GAMCO)
−13,030
$123K

Exited1

AQR Capital Management
−15,403
$175K

Institutional ownership over time

Distinct super-investors holding this ticker · combined dollar value, by quarter.

Quarter	Holders	Shares	Combined value	Δ holders
2023Q3	1	38,897	$865K	—
2023Q4	7	2,643,286	$45.5M	+6
2024Q1	6	5,328,176	$120.5M	-1
2024Q2	7	8,550,066	$170.4M	+1
2024Q3	7	4,355,207	$94.9M	—
2024Q4	5	3,615,660	$80.2M	-2
2025Q1	7	5,724,399	$102.1M	+2
2025Q2	9	6,516,958	$87.1M	+2
2025Q3	8	6,024,668	$68.5M	-1
2025Q4	9	8,840,969	$83.3M	+1

Who owns AESI

9 super-investors · 2025Q4

Tracked stake

8.84M

Combined value

$83M

% of shares outstanding

—

shares-out unknown

Quarter action mix

New2Added2Trim5

#	Manager	Shares	Value	% of book	Last action	8Q trend
1	Leon Cooperman Omega Family Office	5.05M	$48M	1.6%	Trim−312.9K
2	Izzy Englander Millennium Mgmt	1.88M	$18M	0.0%	Added+1.83M
3	Wellington Management	1.15M	$11M	0.0%	New+1.15M
4	Renaissance Technologies	216.3K	$2M	0.0%	New+216.3K	—
5	Ken Griffin Citadel Advisors	148.2K	$1M	0.0%	Trim−50.2K
6	Ken Griffin Citadel Advisors	143.8K	$1M	0.0%	Trim−50.2K
7	Ken Griffin Citadel Advisors	139.8K	$1M	0.0%	Trim−50.2K
8	T. Rowe Price	96.6K	$910K	0.0%	Added+30.7K
9	Mario Gabelli GAMCO	11.9K	$112K	0.0%	Trim−13.0K

Recent moves

20 transactions

NEWWellington Management
+1,147,854 · 2025Q4
SOLDAQR Capital Management
−15,403 · 2025Q4
TRIMKen Griffin (Citadel Advisors)
−50,226 · 2025Q4
ADDT. Rowe Price
+30,744 · 2025Q4
ADDIzzy Englander (Millennium Mgmt)
+1,834,551 · 2025Q4
TRIMLeon Cooperman (Omega Family Office)
−312,889 · 2025Q4
NEWRenaissance Technologies
+216,300 · 2025Q4
TRIMMario Gabelli (GAMCO)
−13,030 · 2025Q4
ADDLeon Cooperman (Omega Family Office)
+204,268 · 2025Q3
ADDIzzy Englander (Millennium Mgmt)
+4,587 · 2025Q3
TRIMAQR Capital Management
−7,325 · 2025Q3
ADDT. Rowe Price
+12,087 · 2025Q3
TRIMMario Gabelli (GAMCO)
−328 · 2025Q3
SOLDWellington Management
−903,711 · 2025Q2
NEWAQR Capital Management
+22,728 · 2025Q2
TRIMT. Rowe Price
−2,980,182 · 2025Q2
NEWLeon Cooperman (Omega Family Office)
+5,162,095 · 2025Q2
TRIMIzzy Englander (Millennium Mgmt)
−38,464 · 2025Q2
NEWMario Gabelli (GAMCO)
+25,296 · 2025Q2
NEWIzzy Englander (Millennium Mgmt)
+82,368 · 2025Q1

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