Company Analysis

Atlas Energy Solutions Inc. (AESI)

NYSE: AESI · Crude Petroleum & Natural Gas · Austin, TX · filing with the SEC since 2023
Grade4.8
◀ Past 6.9● Present 3.9▶ Future 2.6

Who owns Atlas Energy Solutions Inc.

As filed with the SEC
Holders of 5% or more
4
Ben M. Brigham holds 35.8% of Common Stock, par value $0.01, as its SCHEDULE 13D/A filed Jan 6, 2026 says.
Directors and officers
13
report now, of 14 people on the record since 2023. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 4 named at left.
Holders of 5% or moreshare of the class, as filed
Ben M. Brigham
SCHEDULE 13D/A · filed Jan 6, 2026 · Common Stock, par value $0.01 · 35.8% in Dec 29, 2025
35.8%
Blackrock, Inc.
SCHEDULE 13G/A · filed Oct 2, 2025 · Common Stock · 9.9% in Feb 5, 2025
10%
Gregory M. Shepard
SCHEDULE 13D/A · filed Jan 2, 2026 · Common Stock, par value $0.01 · 6.19% in Dec 29, 2025
6.19%
Encompass Capital Advisors LLC
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock · 7.36% in May 15, 2026
5.24%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
under 5%
What AESI reports owning in othersstakes of 5% or more, and other ties
Other ties the annual report names
Propflow Acquisition
A company bought · acquisition · Jul 2025 · owns, named in the 10-K filed Feb 24, 2026
Moser Acquisition
A company bought · acquisition · Feb 2025 · owns, named in the 10-K filed Feb 24, 2026
Hi Crush
A company bought · acquisition · Feb 2024 · owns, named in the 10-K filed Feb 24, 2026
Pubco Merger
A company bought · acquisition · owns, named in the 10-K filed Feb 24, 2026

31 subsidiaries in 1 country, from the list filed with the 10-K filed Feb 24, 2026.

Insider tradesForm 4
2sales
0purchases
0sales on a scheduled plan
1people selling
$600,000sold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 10, 2025 to Nov 10, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
242526
2026 runs to Nov 10, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window2 of 20 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Shepard Gregory Mother5$7.5M00$0
Scholla ChrisEVP & Pres, Sand & Logistics2$600,00000$0
SI Assistanton AESI · research, not advice