IA
SEI

IFP Advisors’s Solaris Energy Infrastructure SEI Stock Holding History

IFP 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
2025
Q2 		– Hold
0
– – – 2822
2024
Q4 		– Hold
0
– – – 3815
2023
Q1 		– Sell
-440
Closed -$6K – 4490
2022
Q4 		$6K Buy
440
+220
+100% +$2.41K ﹤0.01% 3736
2022
Q3 		$3K Hold
220
– – ﹤0.01% 4280
2022
Q2 		$3K Hold
220
– – ﹤0.01% 4045
2022
Q1 		$3K Buy
+220
New +$1.99K ﹤0.01% 4045

Other funds holding SEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BCM
Brightline Capital Management Miami, Florida $338M AUM 197.95% 1-Year Est. Return

IFP Advisors's SEI Position: Q2 2025 in Review

IFP Advisors held its Solaris Energy Infrastructure (SEI) position steady in Q2 2025 at 0 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2822.

IFP Advisors first reported a position in SEI in Q1 2022 and has held it in 4 quarters since. The position peaked at $6K in Q4 2022. 213 funds tracked by Wall St. Rank hold SEI as of Q2 2025.

  • IFP Advisors held 0 shares of Solaris Energy Infrastructure worth $11.9K as of Q2 2025.
  • IFP Advisors left its Solaris Energy Infrastructure share count unchanged in Q2 2025.
  • Solaris Energy Infrastructure made up ﹤0.01% of IFP Advisors's portfolio in Q2 2025, its #2822 holding.
  • IFP Advisors first reported a position in Solaris Energy Infrastructure in Q1 2022 and has held it in 4 quarters since.
  • IFP Advisors's Solaris Energy Infrastructure position peaked at $6K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.