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Solaris Energy Infrastructure, Inc.

SEI Energy
$58.8 $-3.14 (-5.07%)
Market Cap: $4.5 B
Gurus Holding
5
Popularity Rank
#2050
% of Shares Held
1.31%
Net Activity (Q2 2026)
+$18.51 M

Guru Ownership Trend

Guru Analysis for Solaris Energy Infrastructure, Inc. (SEI)

Solaris Energy Infrastructure, Inc. (SEI), a key player in the Energy sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $58.89 M.

Top institutional holders include Chuck Royce and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $18.51 M net inflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who opened a new position. Conversely, Steven Cohen reduced exposure by 11.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$22.51 M
Total Buy Value
New Buys 1
Additions 1
-$4 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for Solaris Energy Infrastructure, Inc. (SEI)

Major holders include Chuck Royce ($26.84 M), Steven Cohen ($23.27 M), Renaissance Technologies (RenTech) ($22 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $18.51 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited SEI. The total reported sell value was $4 M.

Yes, 1 managers opened new positions in SEI, and 1 increased their existing holdings. The total reported buy value was $22.51 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.22% Add 2.0% 333,547 $26.84 M Q2 2026
0.03% Reduce -11.9% 289,247 $23.27 M Q2 2026
0.03% New Buy 273,400 $22 M Q2 2026
0.00% Reduce -0.1% 97,399 $7.84 M Q2 2026
0.01% 7,896 $635,312 Q2 2026
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