Atlas Energy Solutions Inc. (AESI) research
Atlas Energy Solutions Inc.- Sector
- Energy
- Industry
- Oil & Gas Equipment & Services
- Last price
- $12.72
- As of
Kresmion compiles this page from AESI's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Atlas Energy Solutions Inc. (AESI): 6 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-25.
As of . Source: SEC EDGAR filings for AESI. Method and limitations.
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Preview the AESI dossierActive signals for AESI
- mediumEARNINGS_BEAT
Q2-2026: Beat consensus by 11.5%, EPS $-0.13 vs $-0.1469 estimate
- highCONSENSUS_BUY
7 tracked funds increased AESI this 2026Q2, institutional consensus
- highINSTITUTIONAL_EXIT
CITADEL ADVISORS LLC cut 70% of AESI (2026Q2)
- highINSTITUTIONAL_SURGE
CITADEL ADVISORS LLC added +167% to AESI (2026Q2)
- highCONSENSUS_BUY
3 tracked funds increased AESI this 2026Q2, institutional consensus
FREE, NO ACCOUNT
Every signal on AESI, as it fires
You are seeing 5 of 10 signals recorded on AESI since 2026-07-29.
The five above landed across 3 days. The other 5 were recorded on 1 other days. 6 of the 10 are institutional flow rows, which arrive in batches on filing days.
No fixed schedule: it goes out when the data has something in it. Unsubscribe anytime. We never sell your data.
Largest reported share positions in AESI (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LPCUSIP 642045108 · 2026Q2 | $53.3M | 0.04% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 642045108 · 2026Q2 | $27.9M | 0.01% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 642045108 · 2026Q2 | $16.5M | 0.02% | , |
| D. E. Shaw & Co., Inc.CUSIP 642045108 · 2026Q2 | $6.6M | 0.00% | , |
| CITADEL ADVISORS LLCCUSIP 642045108 · 2026Q2 | $6.2M | 0.00% | , |
| Point72 Asset Management, L.P.CUSIP 642045108 · 2026Q2 | $4.7M | 0.01% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, AESI
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
AESI against its peers
AESI's operating margin of -1.0% ranks in the 17th percentile of 20 Oil & Gas Equipment & Services sub-industry peers, fiscal period ending 2025-12-31.
| Metric | AESI | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 1.1B USD | 988M USD | 60 | 20 |
| Gross margin | 13.8% | 13.4% | 50 | 6 |
| Operating margin | -1.0% | 10.2% | 17 | 20 |
| Net margin | -4.6% | 8.5% | 18 | 19 |
| Return on equity | -4.2% | 10.0% | 9 | 16 |
| P / E | n/a | 23.7x | n/a | 11 |
Peers (20): WBI, HLX, XPRO, VTOL, INVX, FTK, LB, WTTR, FLOC, ACDC, NESR, USAC, WHD, OII, CLB, WFRD, SND, KLXE, NCSM, NINE. Left out: EROK (no annual filing), SBOEF (no annual filing), HMH (no annual filing), OMSE (period gap), GOW (no annual filing). Fiscal period ending 2025-12-31. Every figure is one full fiscal year read from one annual filing (AESI: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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