CA
SEI

Clearstead Advisors’s Solaris Energy Infrastructure SEI Stock Holding History

Clearstead Advisors’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
Q2 		$81 Buy
+1
New +$71 ﹤0.01% 3401
2026
Q1 		– Sell
-20
Closed -$920 – 2887
2025
Q4 		$920 Buy
+20
New +$967 ﹤0.01% 2235

Other funds holding SEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
NIM
NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Clearstead Advisors's SEI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Solaris Energy Infrastructure (SEI) in Q2 2026: 1 share worth $81. The stake represents ﹤0.01% of the portfolio and ranks #3401 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in SEI as recently as Q4 2025.

Clearstead Advisors first reported a position in SEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $920 in Q4 2025. 158 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

  • Clearstead Advisors held 1 share of Solaris Energy Infrastructure worth $81 as of Q2 2026.
  • Solaris Energy Infrastructure was a new Clearstead Advisors position in Q2 2026.
  • Solaris Energy Infrastructure made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3401 holding.
  • Clearstead Advisors first reported a position in Solaris Energy Infrastructure in Q4 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Solaris Energy Infrastructure position peaked at $920 in Q4 2025.
  • 158 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.