PWMAG
SEI

Pinnacle Wealth Management Advisory Group’s Solaris Energy Infrastructure SEI Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$322K Sell
5,701
-3,594
-39% -$194K 0.02% 388
2025
Q4 		$427K Buy
+9,295
New +$450K 0.03% 306

Other funds holding SEI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Fidelity Investments
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
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

Pinnacle Wealth Management Advisory Group's SEI Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Solaris Energy Infrastructure (SEI) stake by 39% in Q1 2026, selling an estimated $194K and leaving 5,701 shares worth $322K. The position accounts for 0.02% of the portfolio, ranked #388.

Pinnacle Wealth Management Advisory Group first reported a position in SEI in Q4 2025 and has held it in 2 quarters since. The position peaked at $427K in Q4 2025. 363 funds tracked by Wall St. Rank hold SEI as of Q1 2026.

  • Pinnacle Wealth Management Advisory Group held 5,701 shares of Solaris Energy Infrastructure worth $322K as of Q1 2026.
  • Pinnacle Wealth Management Advisory Group sold 3,594 Solaris Energy Infrastructure shares in Q1 2026, an estimated $194K.
  • Solaris Energy Infrastructure made up 0.02% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #388 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Solaris Energy Infrastructure in Q4 2025 and has held it in 2 quarters since.
  • Pinnacle Wealth Management Advisory Group's Solaris Energy Infrastructure position peaked at $427K in Q4 2025.
  • 363 funds tracked by Wall St. Rank held Solaris Energy Infrastructure as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.