SEI · NYSE · Oil & Gas Equipment & Services

Solaris Energy Infrastructure (SEI)

Provides modular power infrastructure and wellsite material-management systems across U.S. data center and energy markets.

$67.47
vs last close+1.80 (+2.73%)

13F · 13D/G · Form 4

Institutions≈ 107.60%65.94M shares
452 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders4.90%3.00M shares
15 holders · as of Sep 9, 2026
Strategic holders15.00%9.19M shares
2 holders · as of Jul 30, 2025
Adds to127.50%

61.28M company shares as of Aug 21, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 127.50%; nothing is left for Other.

13F · 13D/G · Form 4

HolderStakeSharesDate
Yorktown Energy Partners X, L.P.Strategic10 percent owner
11.55%7.08Mfiled Dec 18, 2024
BlackRock, Inc.Institution
8.49%5.20Mas of Jun 30, 2026
Encompass Capital Advisors LLCInstitution
4.11%2.52Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
3.99%2.45Mas of Jun 30, 2026
J Turbines, Inc.Strategic10 percent owner
3.45%2.11Mfiled Jul 30, 2025
Morgan StanleyInstitution
3.30%2.02Mas of Jun 30, 2026
Two Sigma Investments, LPInstitution
3.23%1.98Mas of Jun 30, 2026
Summit Partners Public Asset Management, LLCInstitution
2.76%1.69Mas of Jun 30, 2026
Jennison Associates LLCInstitution
2.76%1.69Mas of Jun 30, 2026
Valiant Capital Management, L.P.Institution
2.62%1.60Mas of Jun 30, 2026
Driehaus Capital Management LLCInstitution
2.59%1.58Mas of Jun 30, 2026
FMR LLCInstitution
2.58%1.58Mas of Jun 30, 2026
State Street CorpInstitution
2.43%1.49Mas of Jun 30, 2026
Van Eck Associates CorpInstitution
2.41%1.48Mas of Jun 30, 2026
Geode Capital Management, LLCInstitution
2.21%1.35Mas of Jun 30, 2026
William A. ZartlerInsiderdirector, 10 percent owner, officer: Chairman and Co-CEO
2.15%1.31Mfiled Mar 3, 2026
Goldman Sachs Group IncInstitution
2.09%1.28Mas of Jun 30, 2026
Ameriprise Financial IncInstitution
1.87%1.14Mas of Jun 30, 2026
Clearbridge Investments, LLCInstitution
1.86%1.14Mas of Jun 30, 2026
Situational Awareness LPInstitution
1.84%1.13Mas of Jun 30, 2026
Korea Investment CorpInstitution
1.79%1.10Mas of Jun 30, 2026
Advent International Corp/MAInstitution
1.79%1.09Mas of Jun 30, 2026
Principal Financial Group IncInstitution
1.75%1.07Mas of Jun 30, 2026
GW&K Investment Management, LLCInstitution
1.69%1.04Mas of Jun 30, 2026
Neuberger Berman Group LLCInstitution
1.51%927,422as of Jun 30, 2026

13F, as of Jun 30, 2026

452 holders · 65.94M shares · 114 new positions · 271 increased · 129 reduced · 46 closed

HolderShares% outstandingChg q/qFiled
BlackRock, Inc.5.20M8.49%+1.08MAug 7, 2026
Encompass Capital Advisors LLC2.52M4.11%+769.6KAug 14, 2026
Vanguard Capital Management LLC2.45M3.99%+407.2KAug 13, 2026
Morgan Stanley2.02M3.30%+316.8KAug 13, 2026
Two Sigma Investments, LP1.98M3.23%+38.3KAug 14, 2026
Summit Partners Public Asset Management, LLC1.69M2.76%−36.2KAug 14, 2026
Jennison Associates LLC1.69M2.76%+511.5KAug 3, 2026
Valiant Capital Management, L.P.1.60M2.62%+484.8KAug 14, 2026

13D/G · 5% or more, as filed

No 13D/G filer at 5% or more on record.

Form 4

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Sep 8, 2026
Aj Teaguedirector
Purchase · 2 lots7,800$64.23131,825
May 13, 2026
Christopher P. Wirtzofficer: Chief Accounting Officer
Sale700$77.2236,085
May 12, 2026
Laurie H. Argodirector
Sale5,200$72.8844,839
May 11, 2026
Christopher M. Powellofficer: Chief Legal Officer
Sale · 3 lots36,852$74.63114,117
May 8, 2026
Ray N. JR Walkerdirector
Sale56,841$72.115,760
May 8, 2026
Aj Teaguedirector
Purchase · 2 lots6,175$72.98120,950
May 6, 2026
W. Howard JR Keenandirector
Sale2,000,000$74.500
Apr 30, 2026
KTR Management Company, LLC10 percent owner
Sale2,000,000$70.750
Dec 17, 2025
Laurie H. Argodirector
Sale2,300$44.2550,039
Dec 17, 2025
Amanda M. Brockdirector, officer: Co-Chief Executive Officer
Purchase3,669$40.89141,080

House and Senate disclosures

Not reported.