NYSE · AESI

Atlas Energy Solutions Inc.

Smart money pulse

What insiders and funds are doing

Selling Insiders: as of Nov 12 Funds: as of Jun 30, 2026

account_balance
162 funds bought, 97 sold in the quarter ended Jun 30, 2026. 80 were new holders.
info
3 real insider sales in 12 months. $4.75M in total, not counting planned sales.

−100 means everyone selling, +100 everyone buying. This is data, not advice.

How the Pulse works

Pulse runs from −100 (everyone selling) to +100 (everyone buying). Half comes from insiders: real buyers vs. real sellers in the last 90 days (Form 4). Half comes from funds: funds that bought vs. funds that sold last quarter (13F). 13F is a snapshot of long positions on the last day of the quarter, filed up to 45 days later. It does not show short positions or trades since then.

Who owns it

288 funds report owning AESI, up from 241

Holdings as of Jun 30, 2026

New80

Added82

Held62

Trimmed64

Sold out33

Last quarter

Who bought and who sold

BlackRock, Inc.

+15%

Encompass Capital Advisors LLC

−28%

Vanguard Portfolio Management LLC

+4%

UBS Group AG

+63%

State Street Corp

+14%

Cooperman Leon G

Sold

Two Sigma Investments, LP

New

Barrow Hanley Mewhinney & Strauss LLC

−16%

Change in shares held, biggest holdings first. Bars stop at ±100%.

Insider trades · last 12 months

Real buys and sales

● Open-market buy● Open-market sale

Last 6 months. A wider screen shows 12.

Showing 3 real trades. Bigger dot means a bigger trade.

Real trades, newest first

Nov 10 Gregory Shepard Officer Open-market sale $983K 190,500 sh at $5.16

Nov 9 Gregory Shepard Officer Open-market sale $1.11M 200,000 sh at $5.56

Nov 6 Gregory Shepard Officer Open-market sale $2.66M 500,000 sh at $5.32

Showing every filing. Dashed circles are routine: grants, tax withholding, option exercises and planned sales.

Congress · last 12 months

Members of Congress who traded AESI

All Congress trades

AESI Atlas Energy Solutions Inc. Common Stock Chip Roy TX-21 · Spouse Partial sale $100,001 – $250,000 Traded May 13, 2026 Reported Jun 10, 2026

AESI Other asset · Atlas Energy Solutions Inc. Common Stock Chip Roy TX-21 · Spouse Purchase $5,000,001 – $25,000,000 Traded Apr 30, 2026 Reported May 9, 2026

AESI Other asset · 2000159506 SP Atlas Energy Solutions Inc. Common Stock Chip Roy TX-21 Purchase $100,001 – $250,000 Amended report Traded Mar 30, 2026 Reported May 11, 2026

Amounts are the ranges members report, not exact amounts. Reports can come up to 45 days after the trade. From House STOCK Act reports. This is data, not advice.

Top holders

Biggest funds in AESI

As of Jun 30, 2026

Fund	Value	Change
BlackRock, Inc.	$219M	+15%
Encompass Capital Advisors LLC	$109M	−28%
Vanguard Portfolio Management LLC	$83.6M	+4%
UBS Group AG	$63.8M	+63%
State Street Corp	$63.4M	+14%