AESI

Atlas Energy Solutions Inc.

Sector: energyOil & Gas Equipment & ServicesNYSEMarket Cap: $1.45B

Atlas Energy Solutions is a specialty materials company serving oil & gas and industrial markets with minimal direct government dependence or political engagement.

Govt Dependence

15/100

Regulatory Density

35/100

Lobbying Intensity

5/100

Political Signal

LOW

BusinessWhat AESI does

Atlas Energy Solutions produces proppants, specialty materials, and other products primarily for hydraulic fracturing and industrial applications. Revenue is driven by oil & gas exploration activity, industrial demand, and energy infrastructure projects. The company has limited direct government contracts or regulated-rate exposure.

6 months past · 3 months futureAESI activity timeline

Congress

buy sell

Insider · Form 4

open-market buy

Hedge fund · 13F

opened + added − trimmed closed holds

Bills

past action (this ticker) upcoming markup (sector) ★ carveout (this ticker)

109 trading days · 2 congressional trades shown · 0 insider buys · 2 13F filings · 0 past bill actions · 14 upcoming markups

Executive Branch ConflictsAESI held by Trump-administration officials

1 cabinet/senior official reported AESI positions in OGE Form 278 disclosures across 1 filings.

Brooke Rollins

Secretary of Agriculture · Department of Agriculture

Atlas Energy Solutions

None (or less than $1,001) · self · 2025

Lifetime Government AwardsAESI federal contracts

AESI doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding AESI

$56.0M

Total AESI held by tracked 13F funds

Funds with AESI positions

+13

Funds opened this quarter

Citadel Advisors $15M opened 2025-03-31

Citadel Advisors $10M opened 2024-03-31

Citadel Advisors $7M opened 2025-06-30

Citadel Advisors $5M opened 2024-09-30

Citadel Advisors $5M opened 2024-06-30

Two Sigma Investments $4M opened 2024-03-31

Two Sigma Investments $2M opened 2024-06-30

Citadel Advisors $2M opened 2025-09-30

5 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading AESIMembers of Congress with recent AESI positions

1 politicians traded AESI across 4 disclosed transactions totaling $18.0M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just AESI). 0-30 LOW · 30-60 MID · 60+ HIGH.

Chip Roy R-Texas · house 2 buys 2 sells $18.0M 2026-04-30 LOW · 0

Congressional TradesWho in Congress is trading AESI

2026-03-30 Chip Roy R-Texas · house Purchase $100,001 - $250,000

2026-04-30 Chip Roy R-Texas · house Purchase $10,000,001 - $25,000,000

2024-05-20 Chip Roy R-Texas · house Sale $100,001 - $250,000

2024-05-20 Chip Roy R-Texas · house sale $100,001 - $250,000

2024-03-12 Chip Roy R-Texas · house Sale $250,001 - $500,000

2024-03-12 Chip Roy R-Texas · house sale $250,001 - $500,000

6+ trades on file · most recent 2026-05-12

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills to WatchLegislation flagged by our analysis

Inflation Reduction Act implementationoil & gas permitting reform

Political ProfileWhere AESI sits in Washington

AESI stock moves primarily on commodity prices, oil & gas capex cycles, and company-specific operational metrics rather than legislative or regulatory events. No measurable correlation with political news observed.

Regulatory ExposureThreats & opportunities

Regulatory threats

EPA emissions standards
hydraulic fracturing regulation
water usage restrictions

Regulatory opportunities

domestic energy production incentives
permitting streamlining

Member intelligence layer

Live signals + predictions for AESI — for Founders

The free page above gives you the public record. Members see the real-time intelligence layer on top of it:

Live 7-layer signal scores when Congress trades AESI
Bill Pass Index v2 odds for every bill on the watch list
Iron Triangle alerts (committee × donor × trade)
SEC Form 4 cluster detection (CEO + CFO + director buys)
Whale-Opportunity expected-value ranking
Custom watchlist alerts via email + Discord

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Frequently AskedAbout AESI & political exposure

Does Atlas Energy Solutions Inc. (AESI) hold federal contracts?

No direct prime contracts reported in USASpending.gov for Atlas Energy Solutions Inc.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.

Which Trump cabinet officials own AESI stock?

1 Trump cabinet members or senior White House staff have disclosed holdings in AESI on their OGE 278 financial disclosures, including Brooke Rollins. See the Cabinet Conflicts panel for details.

Has Congress traded AESI stock?

6 congressional trades by 1 unique members of Congress, most recently on 2026-04-30. See the Congressional Trading panel for politician-by-politician breakdown.

What is AESI political risk profile?

Government dependence: 15/100. Lobbying intensity: 5/100. Political signal: low.

How does GovGreed track AESI political activity?

GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. AESI data is updated daily from these official federal sources.