KWM
SEI

Kingsview Wealth Management’s Solaris Energy Infrastructure SEI Stock Holding History

Kingsview Wealth 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
2025
Q2 		– Sell
-93,849
Closed -$2.04M – 1237
2025
Q1 		$2.04M Buy
+93,849
New +$2.6M 0.04% 389
2024
Q2 		– Sell
-62,645
Closed -$543K – 1127
2024
Q1 		$543K Buy
+62,645
New +$492K 0.01% 644

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

Kingsview Wealth Management's SEI Position: Q2 2025 in Review

Kingsview Wealth Management sold out of Solaris Energy Infrastructure (SEI) in Q2 2025, closing a stake of 93,849 shares — an estimated $2.04M sold.

Kingsview Wealth Management first reported a position in SEI in Q1 2024 and held it in 2 quarters. The position peaked at $2.04M in Q1 2025. 213 funds tracked by Wall St. Rank hold SEI as of Q2 2025.

  • Kingsview Wealth Management reported no remaining Solaris Energy Infrastructure position as of Q2 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 93,849 Solaris Energy Infrastructure shares in Q2 2025, an estimated $2.04M.
  • Kingsview Wealth Management first reported a position in Solaris Energy Infrastructure in Q1 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's Solaris Energy Infrastructure position peaked at $2.04M in Q1 2025.
  • 213 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2025.

Based on Kingsview Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.