Creative Planning
SEI

Creative Planning’s Solaris Energy Infrastructure SEI Stock Holding History

Creative Planning’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 		$4.11M Buy
51,092
+11,758
+30% +$840K ﹤0.01% 1549
2026
Q1 		$2.22M Buy
39,334
+2,642
+7% +$143K ﹤0.01% 1814
2025
Q4 		$1.69M Buy
36,692
+496
+1% +$24K ﹤0.01% 1858
2025
Q3 		$1.45M Buy
36,196
+1,614
+5% +$50.5K ﹤0.01% 1799
2025
Q2 		$978K Sell
34,582
-310
-0.9% -$7.3K ﹤0.01% 1864
2025
Q1 		$759K Buy
34,892
+5,401
+18% +$150K ﹤0.01% 1945
2024
Q4 		$849K Buy
29,491
+12,364
+72% +$246K ﹤0.01% 1770
2024
Q3 		$219K Buy
+17,127
New +$204K ﹤0.01% 2763

Other funds holding SEI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $2.81B AUM 198.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $5.69B AUM 259.25% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $2.48B AUM 57.08% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Creative Planning's SEI Position: Q2 2026 in Review

Creative Planning increased its Solaris Energy Infrastructure (SEI) stake by 30% in Q2 2026, buying an estimated $840K and bringing the position to 51,092 shares worth $4.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1549.

Creative Planning first reported a position in SEI in Q3 2024 and has held it in 8 quarters since. 432 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

  • Creative Planning held 51,092 shares of Solaris Energy Infrastructure worth $4.11M as of Q2 2026.
  • Creative Planning bought 11,758 Solaris Energy Infrastructure shares in Q2 2026, an estimated $840K.
  • Solaris Energy Infrastructure made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1549 holding.
  • Creative Planning first reported a position in Solaris Energy Infrastructure in Q3 2024 and has held it in 8 quarters since.
  • 432 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.