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

Mindset 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
2026
Q3 		$494K Buy
6,942
+108
+2% +$6.58K 0.09% 99
2026
Q2 		$550K Sell
6,834
-36
-0.5% -$2.57K 0.11% 93
2026
Q1 		$388K Sell
6,870
-1,198
-15% -$64.8K 0.1% 102
2025
Q4 		$371K Buy
8,068
+1,027
+15% +$49.7K 0.1% 111
2025
Q3 		$281K Buy
+7,041
New +$220K 0.08% 126

Other funds holding SEI

Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Blue Jean Financial
Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return

Mindset Wealth Management's SEI Position: Q3 2026 in Review

Mindset Wealth Management increased its Solaris Energy Infrastructure (SEI) stake by 1.6% in Q3 2026, buying an estimated $6.58K and bringing the position to 6,942 shares worth $494K. The position accounts for 0.09% of the portfolio, ranked #99.

Mindset Wealth Management first reported a position in SEI in Q3 2025 and has held it in 5 quarters since. The position peaked at $550K in Q2 2026. 58 funds tracked by Wall St. Rank hold SEI as of Q3 2026.

  • Mindset Wealth Management held 6,942 shares of Solaris Energy Infrastructure worth $494K as of Q3 2026.
  • Mindset Wealth Management bought 108 Solaris Energy Infrastructure shares in Q3 2026, an estimated $6.58K.
  • Solaris Energy Infrastructure made up 0.09% of Mindset Wealth Management's portfolio in Q3 2026, its #99 holding.
  • Mindset Wealth Management first reported a position in Solaris Energy Infrastructure in Q3 2025 and has held it in 5 quarters since.
  • Mindset Wealth Management's Solaris Energy Infrastructure position peaked at $550K in Q2 2026.
  • 58 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.