Superior Planning, LLC’s Solaris Energy Infrastructure SEI Stock Holding History

Superior Planning, LLC’s Portfolio SEI Stock Details SEI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$21.5K	Buy	+302	New	+$18.4K	0.01%	668

Other funds holding SEI

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return

GW&K Investment Management Boston, Massachusetts $11.8B AUM 29.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Superior Planning, LLC's SEI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Solaris Energy Infrastructure (SEI) in Q3 2026: 302 shares worth $21.5K. The stake represents 0.01% of the portfolio and ranks #668 among its holdings.

259 funds tracked by Wall St. Rank hold SEI as of Q3 2026.

Superior Planning, LLC held 302 shares of Solaris Energy Infrastructure worth $21.5K as of Q3 2026.
Solaris Energy Infrastructure was a new Superior Planning, LLC position in Q3 2026.
Solaris Energy Infrastructure made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #668 holding.
259 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.