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Solaris Energy Infrastructure, Inc.

SEI Energy
$72.44 +$0.31 (0.43%)
Market Cap: $5.33 B
Gurus Holding
5
Popularity Rank
#1932
% of Shares Held
1.06%
Net Activity (Q1 2026)
+$161,541.71

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 Q1 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $56.2 M.

Top institutional holders include Steven Cohen and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $161,541.71 net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 641.4%. Conversely, Cliff Asness reduced exposure by 3.9%.

Key Holders

Top 5 by Value

$18.56 M
$18.49 M
$5.51 M
$446,203

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$16.06 M
Total Buy Value
New Buys 0
Additions 2
-$15.9 M
Total Sell Value
Reductions 3
Sold Out 2

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
2

FAQs for Solaris Energy Infrastructure, Inc. (SEI)

Major holders include Steven Cohen ($18.56 M), Chuck Royce ($18.49 M), Cliff Asness ($5.51 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 775,857 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $161,541.71, with 2 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 2 fully exited SEI. The total reported sell value was $15.9 M.

Yes, 0 managers opened new positions in SEI, and 2 increased their existing holdings. The total reported buy value was $16.06 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.02% Add 641.4% 328,460 $18.56 M Q1 2026
0.18% Reduce -1.5% 327,167 $18.49 M Q1 2026
0.00% Reduce -3.9% 97,466 $5.51 M Q1 2026
0.19% Reduce -3.9% 14,868 $840,191 Q1 2026
0.00% Add 1.0% 7,896 $446,203 Q1 2026
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