EverSource Wealth Advisors’s Solaris Energy Infrastructure SEI Stock Holding History

EverSource Wealth 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	$5.47K	Sell	68 -2,655	-98%	-$190K	﹤0.01%	3243
2026 Q1	$154K	Buy	2,723 +9	+0.3%	+$487	﹤0.01%	1194
2025 Q4	$125K	Sell	2,714 -32	-1%	-$1.55K	﹤0.01%	1202
2025 Q3	$110K	Hold	2,746	–	–	﹤0.01%	1231
2025 Q2	$77.7K	Buy	2,746 +2,628	+2,227%	+$61.9K	﹤0.01%	1341
2025 Q1	$2.57K	Buy	118 +24	+26%	+$665	﹤0.01%	2812
2024 Q4	$2.71K	Buy	94 +37	+65%	+$736	﹤0.01%	2596
2024 Q3	$727	Hold	57	–	–	﹤0.01%	2784
2024 Q2	$750	Buy	+57	New	+$498	﹤0.01%	2796

Other funds holding SEI

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 Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EverSource Wealth Advisors's SEI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Solaris Energy Infrastructure (SEI) stake by 98% in Q2 2026, selling an estimated $190K and leaving 68 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3243.

EverSource Wealth Advisors first reported a position in SEI in Q2 2024 and has held it in 9 quarters since. The position peaked at $154K in Q1 2026. 432 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

EverSource Wealth Advisors held 68 shares of Solaris Energy Infrastructure worth $5.47K as of Q2 2026.
EverSource Wealth Advisors sold 2,655 Solaris Energy Infrastructure shares in Q2 2026, an estimated $190K.
Solaris Energy Infrastructure made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3243 holding.
EverSource Wealth Advisors first reported a position in Solaris Energy Infrastructure in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's Solaris Energy Infrastructure position peaked at $154K in Q1 2026.
432 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.