CAM
SEI

Congress Asset Management’s Solaris Energy Infrastructure SEI Stock Holding History

Congress Asset Management’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 		$27.8M Buy
344,935
+340,788
+8,218% +$24.4M 0.17% 134
2026
Q1 		$234K Buy
+4,147
New +$224K ﹤0.01% 413
2025
Q3 		– Sell
-202,041
Closed -$5.72M – 413
2025
Q2 		$5.72M Buy
202,041
+786
+0.4% +$18.5K 0.04% 221
2025
Q1 		$4.38M Sell
201,255
-13,308
-6% -$369K 0.03% 236
2024
Q4 		$6.18M Sell
214,563
-224,057
-51% -$4.46M 0.04% 225
2024
Q3 		$5.6M Buy
+438,620
New +$5.22M 0.04% 221

Other funds holding SEI

PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Congress Asset Management's SEI Position: Q2 2026 in Review

Congress Asset Management increased its Solaris Energy Infrastructure (SEI) stake by 8,218% in Q2 2026, buying an estimated $24.4M and bringing the position to 344,935 shares worth $27.8M. The position accounts for 0.17% of the portfolio, ranked #134.

Congress Asset Management first reported a position in SEI in Q3 2024 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

  • Congress Asset Management held 344,935 shares of Solaris Energy Infrastructure worth $27.8M as of Q2 2026.
  • Congress Asset Management bought 340,788 Solaris Energy Infrastructure shares in Q2 2026, an estimated $24.4M.
  • Solaris Energy Infrastructure made up 0.17% of Congress Asset Management's portfolio in Q2 2026, its #134 holding.
  • Congress Asset Management first reported a position in Solaris Energy Infrastructure in Q3 2024 and has held it in 6 quarters since.
  • 29 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.