Mount Yale Investment Advisors’s Solaris Energy Infrastructure SEI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$426K Buy
5,296
+117
+2% +$8.36K 0.01% 845
2026
Q1
$293K Buy
+5,179
New +$280K 0.01% 904

Other funds holding SEI

Mount Yale Investment Advisors's SEI Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Solaris Energy Infrastructure (SEI) stake by 2.3% in Q2 2026, buying an estimated $8.36K and bringing the position to 5,296 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #845.

Mount Yale Investment Advisors first reported a position in SEI in Q1 2026 and has held it in 2 quarters since. 433 funds tracked by Wall St. Rank hold SEI as of Q2 2026.

  • Mount Yale Investment Advisors held 5,296 shares of Solaris Energy Infrastructure worth $426K as of Q2 2026.
  • Mount Yale Investment Advisors bought 117 Solaris Energy Infrastructure shares in Q2 2026, an estimated $8.36K.
  • Solaris Energy Infrastructure made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #845 holding.
  • Mount Yale Investment Advisors first reported a position in Solaris Energy Infrastructure in Q1 2026 and has held it in 2 quarters since.
  • 433 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.