Hel Ved Capital Management’s Solaris Energy Infrastructure SEI Stock Holding History

Hel Ved Capital 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 Q1	$4.86M	Buy	+85,990	New	+$4.65M	0.58%	26
2025 Q4	–	Sell	-91,600	Closed	-$3.66M	–	97
2025 Q3	$3.66M	Buy	+91,600	New	+$2.86M	0.77%	35
2025 Q2	–	Sell	-125,400	Closed	-$2.73M	–	100
2025 Q1	$2.73M	Buy	+125,400	New	+$3.48M	0.99%	24

Other funds holding SEI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Hel Ved Capital Management's SEI Position: Q1 2026 in Review

Hel Ved Capital Management opened a new position in Solaris Energy Infrastructure (SEI) in Q1 2026: 85,990 shares worth $4.86M. The stake represents 0.58% of the portfolio and ranks #26 among its holdings. This is a return to the name: Hel Ved Capital Management previously reported a position in SEI as recently as Q3 2025.

Hel Ved Capital Management first reported a position in SEI in Q1 2025 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold SEI as of Q1 2026.

Hel Ved Capital Management held 85,990 shares of Solaris Energy Infrastructure worth $4.86M as of Q1 2026.
Solaris Energy Infrastructure was a new Hel Ved Capital Management position in Q1 2026.
Solaris Energy Infrastructure made up 0.58% of Hel Ved Capital Management's portfolio in Q1 2026, its #26 holding.
Hel Ved Capital Management first reported a position in Solaris Energy Infrastructure in Q1 2025 and has held it in 3 quarters since.
363 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q1 2026.

Based on Hel Ved Capital Management's 13F filing for Q1 2026, filed 15 May 2026.